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Insurgo + Squarespace Forms

Insurgo + Squarespace Forms

Insurgo + Squarespace Forms integrations

Create Insurgo clients from new Squarespace Forms form submissions

Easily manage your new client onboarding process with this efficient workflow that connects Squarespace Forms and Insurgo. When a prospective client submits a form on your Squarespace Forms site, this automation will instantly create an individual client profile in the Insurgo app. Save time by streamlining your client intake process while ensuring you have all the necessary information at your fingertips.

  1. When this happens...
    New Form Submission
    New Form Submission
    New Form SubmissionTriggers when form submission is submitted.
    TriggerInstant
  2. automatically do this!
    Create Individual Client
    Create Individual Client
    Create Individual ClientCreates a new individual client
    ActionWrite
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More things you can do with Squarespace Forms and Insurgo

Discover other triggers and actions you can use with Squarespace Forms and Insurgo

    • Form
      Required
    Trigger
    Instant
    Try It
  • Insurgo triggers, actions, and search
    Client Created

    Triggers when a new client was created in Insurgo

    Trigger
    Instant
    Try It
  • Insurgo triggers, actions, and search
    Contract Created

    Triggers when a new contract was created in Insurgo

    Trigger
    Instant
    Try It
    • Trigger only if a certain attribute changes
    Trigger
    Instant
    Try It
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • Trigger only if a certain attribute changes
    Trigger
    Instant
    Try It
  • Insurgo triggers, actions, and search
    Contract Created by Client

    Triggers when a new contract was created in Insurgo by a Client

    Trigger
    Instant
    Try It
    • Salutation
    • First name
      Required
    • Last name
      Required
    • E-mail
    • Segment
    • Marital status
    • State
    • Title
    • Date of birth
    • Phone
    • Mobile
    • Business phone
    • Fax
    • Current proficiency
    • Learned proficiency
    • Position proficiency
    • Retirement age
    • Street
    • House number
    • Zip
    • City
    • Country
    • Mailing address enabled?
    • Mailing address name or company name
    • Mailing address c/o
    • Mailing address street
    • Mailing address house number
    • Mailing address zip
    • Mailing address city
    • Mailing address country
    • Tag ids
    Action
    Write
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About Insurgo
As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.
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CRM (Customer Relationship Management)
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squarespace-forms logo
About Squarespace Forms
Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.
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Forms & Surveys
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