How to integrate PlanSo Forms to Autopilot Easily

Overview

Advanced Form Integration plugin allows you to integrate PlanSo Forms to Autopilot. When a user fills a form on your website, the plugin will send the data to your Autopilot account and create a new contact with custom fields & tags. You can also add the account to a list.

2 Sample Contact Forms

Supported Features

  • Create a new contact with all basic (First Name, Last Name, Email, Phone, Address etc) fields. It also allows adding contact to a preferred list. Additionally supports custom fields and tags.

Requirements

  • The feature requires a Pro license. BUY NOW!
  • Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
  • Read plugin documentation for PlanSo Forms and Autopilot. It is not required but helpful for a better understanding.

Obtaining Autopilot API Key

Before start, you are required to save the API Key in plugin settings.

  1. Go to autopilothq.com and login with your account.
  2. Go Settings>Autopilot API
  3. Click “Generate” and Copy API Key
  4. Go to the WordPress admin area, click AFI > Settings.
  5. Select the Autopilot tab.
  6. Paste the API key in the Access Token input box and click Save Changes.

Create New Integration

Once API Key is saved you can start creating new integration. Click on Add New under AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.

Trigger

Select PlanSo Forms in From Provider dropdown. PlanSo Forms plugin must be installed and activated otherwise you won’t see it listed. After selecting PlanSo Forms, all forms built under PlanSo Forms will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

PlanSo Forms – Trigger setup

Action

Select Autopilot [PRO] in Platform dropdown.

Autopilot – Action Setup

Map Fields

Available campaign lists will be auto-populated. Select the desired one. Map Email, First Name, Last Name, Phone, Spouse details, etc., and other fields that you want. Skip the fields that not needed. You can also add tags and custom fields Finally, click the Save Integration button.

Autopilot – Map Fields

Conditional Logic

Please check the documentation on Conditional Logic .

Frequently asked questions

Troubleshooting

Still need help?

Reach our support team at [email protected]