BrightManager + Instapage
Create new BrightManager clients from Instapage form submissions
Easily streamline your client onboarding process with this automation that connects Instapage form submissions and BrightManager. When a new form is submitted in Instapage, a client will be created in BrightManager, allowing you to save time and focus on delivering top-notch accounting services. This seamless workflow ensures that every new lead is added to your client list, helping you stay organized and efficient.
Easily streamline your client onboarding process with this automation that connects Instapage form submissions and BrightManager. When a new form is submitted in Instapage, a client will be created in BrightManager, allowing you to save time and focus on delivering top-notch accounting services. This seamless workflow ensures that every new lead is added to your client list, helping you stay organized and efficient.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Client
Create a new Client within BrightManager
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PageRequired
Help Text
Try ItClient Deleted
Triggers when a Client is deleted within BrightManager.
Try ItClient Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try ItClient IDRequired
Service NameRequired
Client Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient NameRequired
Legal FormRequired
Client StatusRequired
Company Number
Registered Address Line 1
Registered Address Line 2
Registered Address Line 3
Registered Address Line 4
Registered Address City
Registered Address Region
Registered Address Postcode
Registered Address Country
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First NameRequired
Middle Name
Last NameRequired
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First Name
Middle Name
Last Name
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Client Manager
Client Partner
Client IDRequired
Service NameRequired
