Keap Form Builder — Capture & Sync

Why build Keap forms in ConvertFlow

Keap was called Infusionsoft until 2019. Same product, same integration — you'll still see the Infusionsoft name in places, including inside ConvertFlow.

Keap's built-in web forms capture a submission and apply a tag. They do that job, and stop there — no multi-step qualification, no conditional routing, no A/B testing, and the styling is famously hard to make look like the rest of your site.

ConvertFlow forms create the same Keap contact and fire the same automations, but add multi-step funnels that qualify before asking for contact details, conditional paths by answer, custom field values written on every response, real-time email verification, and funnel-level reporting.

The contacts still live in Keap. ConvertFlow is the capture and qualification layer in front of it.

1. Connect Keap to ConvertFlow

Head to your ConvertFlow website's Integrations area and click to connect with Keap, then log into your Keap account to authorize it.

There's no API key to generate. Once connected, ConvertFlow starts pulling in your tags and action sets, so you can trigger automations and segment contacts as visitors submit your forms, landing pages and quizzes.

2. Add a form to your campaign

Add your Keap form to a ConvertFlow landing page, popup or embed. Click to add an element and choose the "form" element type — start from a form template or build from scratch.

3. Toggle the contact fields you want

Select the form element and switch on the contact fields to request. Email address and first name map to Keap automatically.

Each field can be edited from the builder panel — placeholder text, label, required state and more.

4. Verify emails before the campaign fires

ConvertFlow can check that an entered address exists with its provider before the contact reaches Keap. In a system where a submission can kick off a full campaign sequence and create follow-up tasks for a person, a junk lead costs more than a wasted contact record.

Pro tip: toggling email validation also exposes an option to allow business emails only — useful on a B2B enquiry form.

5. Add consent checkboxes

Scroll below the preset contact fields to find compliance checkboxes:

• Privacy consent: link to your privacy policy and terms of service alongside a required checkbox.
• Marketing consent: if your form gates content but also opts the contact into ongoing marketing, collect consent for it.
• SMS consent: require consent to SMS marketing with the required disclosures.

6. Add custom fields and map them to Keap

By clicking to add a field at the end of the fields list, you can add as many custom fields as you'd like.

When naming the field, select from the Keap fields dropdown — a list of the contact custom fields that already exist in your account. ConvertFlow sends the value collected by this form into that field.

The field needs to exist in Keap first. If you're building a form around a new attribute, create it there before you start and it'll be waiting in the dropdown.

Choose the field type — text, dropdown, radio selection, paragraph or hidden. Dropdown and radio options can carry score values, useful for qualifying a lead before it reaches a sales rep.

7. Map survey and quiz answers to Keap

Survey and quiz elements have a "Map to custom field" dropdown, where you select from your Keap custom fields. Each answer is written to the contact record — which is what makes answer-based segmentation possible.

8. Map ConvertFlow's preset fields to Keap

With Keap connected, your Integrations page shows a Fields button. Use it to map ConvertFlow's preset contact fields to Keap custom fields by entering the field's data name. Email address and first name are already mapped.

9. Style the form to match your site

In the Design tab, set spacing, field layout, width, fonts, button colour and roundness, field colour and shadows.

This is worth more here than with most integrations. Keap's native web forms are notoriously difficult to restyle, which is why so many Keap users end up with a form that visibly doesn't belong to the page it's on.

10. Configure what happens on submit — tags and action sets

In the Actions tab, choose what follows submission — redirect to a URL, jump to another funnel step, display a thank-you message, or open a popup.

Alongside the default action, add automations that fire on submit — applying a Keap tag, or running a Keap action set.

The distinction is worth being deliberate about. A tag is a label, and in Keap it's usually what starts a campaign sequence. An action set is a bundle of actions that runs as one unit — apply tags, create a task, send an email — which is how you get a lead assigned and followed up without wiring each step separately.

Conditional actions let you route by field value, so a qualified lead fires a different action set than someone downloading a guide.

11. Report on submissions

The funnel breakdown report shows how many people saw, converted and completed the form, where they dropped off, and which answers they selected — so you can see which qualifying question is costing you leads before the contact ever reaches Keap.

12. Segment and personalize for Keap contacts

Once answers are landing on Keap contact records, build segments from those field values and tags, and target your campaigns against them.

ConvertFlow can also read your Keap contact segments and personalize your website for them — so an existing contact already in a campaign sees the next step rather than the same capture form.