This guide walks you through connecting Interact with Infusionsoft so quiz leads are automatically added as new contacts in your Infusionsoft account.

You’ll be able to:

Send quiz leads to Infusionsoft in real time
Run Infusionsoft Action Sets based on quiz results and answers
Update Infusionsoft custom fields with quiz results and answers
Apply Infusionsoft tags based on quiz results and answers

Before you start

Make sure you have the following:

An active Interact account
An active Infusionsoft account
Permission to authorize OAuth connections in Infusionsoft
At least one created quiz in Interact

💡 Note: This feature is only available in the latest Interact user dashboard at app.tryinteract.com. Log in there to access it.

Step 1. Connect Infusionsoft integration

Log in to Interact.
From your dashboard, go to Quizzes.
Click Edit to open quiz builder.
Go to Lead Generation > Integrations.
Find Infusionsoft and click Connect.
Log in to Infusionsoft when prompted.
Click Allow (or equivalent) to authorize Interact.

You’ll see a confirmation once the connection is successful.

Step 2. Map quiz results to Infusionsoft

When someone completes your quiz, Interact can take different actions in Infusionsoft based on the quiz result they receive.

In the integration setup flow, go to the Results step.
You’ll see each quiz result listed separately.

For each quiz result, you can choose what happens in Infusionsoft by adding actions.

Available actions for Infusionsoft include:

Update Custom Field
Add tag to contact

Update custom field

You can store the quiz result directly on the Infusionsoft contact record.

Click Add actions.
Find Update Custom Field.
Select an Infusionsoft custom field.
The value defaults to the quiz result title, but can be customized if necessary.

Add a tag to a contact

You can apply tags in Infusionsoft to segment contacts by quiz result.

Click Add actions.
Find Add tag to contact.
Select the tag you want to apply.

❗ Important: Repeat this for each quiz result you want to tag. Actions are configured per result, so a tag added to one result does not apply to the others.

Step 3. Map quiz answers to Infusionsoft (optional)

In addition to quiz results, you can also send individual quiz answers to Infusionsoft and use them for segmentation and automation.

This works the same way as mapping quiz results, but instead of triggering actions based on the final result, actions are triggered based on how someone answers a specific question.

💡 Tip: Quiz answers are great for capturing preferences, intent, or qualifiers (for example: budget, experience level, or goals).

Step 4 . Map opt‑in form fields to Infusionsoft

Next, connect your Interact opt‑in form fields to Infusionsoft contact fields.

Go to the Fields step in the setup flow.
You’ll see Interact fields on the left and Infusionsoft field mappings on the right.
Click the dropdown on the right of the form field you want to map (None Selected means it is not mapped).
Select an Infusionsoft field.

⚠️ Default fields (cannot be changed) include Email and First Name.

Step 5. Send a test lead

Before your integration is fully active, you’ll need to send a test lead.

This step verifies the connection between Interact and Infusionsoft and activates the integration.

Click Send test lead.
Fill out all Opt‑In Form fields to send as test lead information.
(Optional) Navigate to Quiz Data tab to customize test quiz data.
Click Send test lead to submit.
Log in to Infusionsoft and verify the contact was created successfully.

Step 6. Publish your quiz

Any changes you make to your integration won’t be live until your quiz is published.

Before sharing your quiz:

Click Publish in the top-right corner of the quiz editor.
Confirm your changes by clicking Publish changes.

Once published, your Infusionsoft integration will be active on the live version of your quiz.

⚠️ Remember: After making changes to your integration or opt-in form, publish all changes to update your live quiz.

Disable Infusionsoft integration for your quiz

If you want to stop sending leads from a specific quiz to Infusionsoft, you can disable the integration without disconnecting your Infusionsoft account.

Edit the quiz in Interact.
Go to Lead Generation > Integrations.
Navigate to Connect step.
Click Disable.

⚠️ Remember: After making changes to your integration or opt-in form, publish all changes to update your live quiz.

Once disabled, new quiz submissions from this quiz will no longer be sent to Infusionsoft. Your Infusionsoft account remains connected and other quizzes are unaffected.

❗ Important: After disconnecting an integration from your quiz, your opt-in form will remain disabled until a new or existing integration is connected. Select .csv File Download to keep your opt-in form enabled with no integration connected.

Disconnect your Infusionsoft account

Disconnecting your Infusionsoft account removes the authentication between Interact and Infusionsoft entirely. This is similar to uninstalling the integration.