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Formsite + SmartOffice

Formsite + SmartOffice

Formsite + SmartOffice integrations

Add new Formsite form results as contacts in SmartOffice

Effortlessly manage new contacts by connecting Formsite to SmartOffice with this automation. Once a new form result is submitted in Formsite, a contact will be added in SmartOffice, keeping your contact list up-to-date. Streamline your data entry process and ensure your team always has access to the latest information.

  1. When this happens...
    New Form Result
    New Form Result
    New Form ResultTriggers when a user submits a new form result.
    TriggerInstant
  2. automatically do this!
    Add Contact
    Add Contact
    Add ContactAdds an Individual Contact (i.e., a Person) to SmartOffice
    ActionWrite
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More things you can do with Formsite and SmartOffice

Discover other triggers and actions you can use with Formsite and SmartOffice

    • Form
      Required
    Trigger
    Instant
    Try It
  • SmartOffice triggers, actions, and search
    Update Contact

    Triggers when a contact is updated in SmartOffice.

    Trigger
    Instant
    Try It
    • Business Name
      Required
    • Abbreviation
    • Source
    • Sub-Source
    • E-mail Type
    • E-mail
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Phone Type
    • Full Phone Number
    • Last Name (Primary Contact)
    • First Name (Primary Contact)
    • Middle Name (Primary Contact)
    • E-mail Type (Primary Contact)
    • E-mail (Primary Contact)
    • Line 1 (Primary Contact)
    • Line 2 (Primary Contact)
    • City (Primary Contact)
    • State (Primary Contact)
    • Country (Primary Contact)
    • ZIP/Postal Code (Primary Contact)
    • Phone Type (Primary Contact)
    • Phone (Primary Contact)
    • Role (Primary Contact)
    • Type
    • Sub-Type
    • DBA
    • # of Employees
    • Revenue
    • Established On
    • Tax
    • Fiscal Year
    • Segment
    • SIC
    • County
    • Industry
    • Business Class
    • Income
    Action
    Write
    • Description
      Required
    • Keyword
    • Category
    • Post URL Only
    • URL
    • MIME Type
    • Contact E-mail
    • Private
    • Advice
    Action
    Write
  • SmartOffice triggers, actions, and search
    New Contact

    Triggers when a contact is created in SmartOffice.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Description
    • Location
    • Keywords
    • Start Time
      Required
    • End Time
      Required
    • Primary Contact E-mail
    • Participant E-mail
    • Type
    • Sub-Type
    • Task
    • All day
    • Priority
    • Status
    • Custom Fields
    Action
    Write
    • Last Name
      Required
    • First Name
    • Middle Name
    • Title
    • Greeting
    • Source
    • Sub-Source
    • Birth Date
    • Preferred Communication
    • Gender
    • Marital Status
    • # of Children
    • E-Mail Type
    • E-Mail
    • Nationality
    • Agent Status
    • Primary Language
    • Tobacco Use
    • Driver License #
    • Driver License State
    • Driver License Expiration Date
    • Salary
    • SS # (Social Security Number)
    • Tax
    • Total Income
    • Net Worth
    • Job Title
    • Occupation
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Phone Type
    • Full Phone Number
    • Contact Type
    • Last Name (Key Relation)
    • First Name (Key Relation)
    • Middle Name (Key Relation)
    • Gender (Key Relation)
    • Marital Status (Key Relation)
    • E-mail Type (Key Relation)
    • E-mail (Key Relation)
    • Line 1 (Key Relation)
    • Line 2 (Key Relation)
    • City (Key Relation)
    • State (Key Relation)
    • Country (Key Relation)
    • ZIP/Postal Code (Key Relation)
    • Phone Type (Key Relation)
    • Full Phone Number (Key Relation)
    • Relationship
    • Set Name
    • Type
    • Sub-Type
    • Custom Fields
    Action
    Write
    • Lead Type
      Required
    • Stage
      Required
    • Status
      Required
    • Campaign Name
    • Last Name
      Required
    • First Name
    • Middle Name
    • Suffix
    • Greeting
    • Title
    • Gender
    • Employer
    • Job Title
    • Source
    • Sub-Source
    • Birth Date
    • Age
    • Tobacco Use
    • Phone Type
    • Full Phone Number
    • E-mail Type
    • E-mail
    • Address Type
    • Line 1
    • Line 2
    • City
    • State
    • ZIP/Postal Code
    • Country
    • Remarks
    • SS#/Tax ID
    • Potential
    • Score
    • Leads Follow-up
    • Language
    • Action
    • Marital Status
    • Occupation
    • Salary
    • Tax
    • Distribution Type
    • Priority
    • Qualified
    • Custom Fields
    Action
    Write
formsite logo
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About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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smartoffice logo
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About SmartOffice
SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.
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