XILO integrates directly into Infusionsoft through the forms of your choosing. We can create or update Contacts and add a Tag to a Contact by the form they fill out. Here is how you activate the XILO x Infusionsoft integration:
Login to the XILO Dashboard
Go to the Settings tab
Go to the API tab
Click "All Services"
Search for Infusionsoft
Click "Connect"
Refresh the page
Click the gear icon on Infusionsoft
Add the forms using the form drop-down menu that you'd like to integrate into Infusionsoft
Click "Authorize Infusionsoft" on the dialog that pops up
You should be directed to another page to sign in to Infusionsoft
Sign in using your credentials
You should be directed back to XILO and a green success message should appear!
Go the Forms tab
Click settings on the forms you'd like to add an Infusionsoft tag to
Go to the bottom of the Settings page
Select the Tag you want to add to a Contact when they fill out that form
Click "Save"
You're done!
Note*
Infusionsoft will use the email field to create or update a Contact. XILO will then apply the Tag to the associated Contact