Cognito Forms + SmartOffice
Add new Cognito Forms entries as contacts in SmartOffice
Create a seamless workflow between Cognito Forms and SmartOffice with this automation. Every time a new entry is made in your Cognito Forms, the contact will be added instantly to your SmartOffice. This workflow not only saves time but also ensures all data stays accurate and up-to-date in both apps.
Create a seamless workflow between Cognito Forms and SmartOffice with this automation. Every time a new entry is made in your Cognito Forms, the contact will be added instantly to your SmartOffice. This workflow not only saves time but also ensures all data stays accurate and up-to-date in both apps.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Add Contact
Adds an Individual Contact (i.e., a Person) to SmartOffice
- Free forever for core features
- 14 day trial for premium features & apps
About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
