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Instapage + SmartOffice

Add new Instapage form submissions as contacts in SmartOffice

Effortlessly keep your contact list up-to-date with this seamless workflow. When a new form submission occurs in Instapage, the contact information is instantly added to SmartOffice, ensuring you never miss out on potential leads. Stay organized and focused on growing your business as this automated process handles the tedious task of contact management.

Effortlessly keep your contact list up-to-date with this seamless workflow. When a new form submission occurs in Instapage, the contact information is instantly added to SmartOffice, ensuring you never miss out on potential leads. Stay organized and focused on growing your business as this automated process handles the tedious task of contact management.

  1. When this happens...
    InstapageInstapage
    Form Submission

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    SmartOfficeSmartOffice
    Add Contact

    Adds an Individual Contact (i.e., a Person) to SmartOffice

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PageRequired

    • Help Text

    Trigger
    Instant
    Try It
  • SmartOffice triggers, actions, and search

    Update Contact

    Triggers when a contact is updated in SmartOffice.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • 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
    • DescriptionRequired

    • 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
    • SubjectRequired

    • Description

    • Location

    • Keywords

    • Start TimeRequired

    • End TimeRequired

    • Primary Contact E-mail

    • Participant E-mail

    • Type

    • Sub-Type

    • Task

    • All day

    • Priority

    • Status

    • Custom Fields

    Action
    Write
    • Last NameRequired

    • 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 TypeRequired

    • StageRequired

    • StatusRequired

    • Campaign Name

    • Last NameRequired

    • 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
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instapage logo

About Instapage

Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
Help

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About SmartOffice

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.

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