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Redtail CRM + Squarespace

Create Redtail CRM activities from new Squarespace form submissions

Effortlessly streamline your lead management process with this Squarespace and Redtail CRM integration. Whenever a new form submission is received on Squarespace, an activity will be created in Redtail CRM, keeping your team informed and focused on converting leads. Save time and stay organized by automating your workflow with this powerful combination.

Effortlessly streamline your lead management process with this Squarespace and Redtail CRM integration. Whenever a new form submission is received on Squarespace, an activity will be created in Redtail CRM, keeping your team informed and focused on converting leads. Save time and stay organized by automating your workflow with this powerful combination.

  1. When this happens...
    SquarespaceSquarespace
    New Form Submission

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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squarespace logo
squarespace logo

About Squarespace

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

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