Create new TotalBrokerage contacts from Instapage form submissions
Effortlessly manage your new leads with this Instapage-TotalBrokerage integration. When a form is submitted on Instapage, this workflow creates a contact in TotalBrokerage, ensuring you always have the most up-to-date information for your potential clients. Stay organized and save time with this seamless connection between your marketing and CRM tools.
Effortlessly manage your new leads with this Instapage-TotalBrokerage integration. When a form is submitted on Instapage, this workflow creates a contact in TotalBrokerage, ensuring you always have the most up-to-date information for your potential clients. Stay organized and save time with this seamless connection between your marketing and CRM tools.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Contact
Create a contact in your TotalBrokerage CRM.
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Try ItAccount Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItContact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Try ItActivity Added to Contact
Try It
Account Created
Triggers when a new account is created in your brokerage.
Try ItAccount Updated
Triggers when an account in your brokerage is updated.
Try ItContact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItContact Created
Triggers when a new contact is created for your brokerage.
Try It