SalesOptima Core + Squarespace Forms
Add or edit SalesOptima Core contacts from new Squarespace Forms submissions
Streamline and improve your sales process with this efficient workflow. When a new form submission comes in through Squarespace Forms, it seamlessly adds or edits a contact in your SalesOptima Core app. This process not only eliminates the need for constant manual data entry but also ensures that all your contact information stays up-to-date in real time. Enhance your customer management by keeping all your lead information coherent and organized.
Streamline and improve your sales process with this efficient workflow. When a new form submission comes in through Squarespace Forms, it seamlessly adds or edits a contact in your SalesOptima Core app. This process not only eliminates the need for constant manual data entry but also ensures that all your contact information stays up-to-date in real time. Enhance your customer management by keeping all your lead information coherent and organized.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Add or Edit Contact
Add a new contact or edit an existing contact in SalesOptima
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItContact PropertiesRequired
Try ItLinkCodeRequired
Contact SettingsRequired
Contact OverwriteRequired
ContactId
First Name
Last Name
Salutation
Title
Company Name
Address 1
Address 2
Address 3
City
State
Zip
Country
Phone
Home Phone
Check Duplicates by Phone
Mobile
Check Duplicates by Mobile
Other Phone
Fax
Other Fax
Email
Email 2
Email 3
Website
Comments Title
Comments
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Custom 11
Custom 12
Custom 13
Custom 14
Custom 15
Custom 16
Custom 17
Custom 18
Custom 19
Custom 20
Check 1
Check 2
Check 3
Check 4
Check 5
Check 6
Class 1
Class 2
Class 3
Class 4
Class 5
Class 6
Class 7
Class 8
Custom Date 1 Title
Custom Date 1
Custom Date 2 Title
Custom Date 2
Custom Date 3 Title
Custom Date 3
Custom Text 1
Custom Text 2
Custom Text 3
Add Tag
Force Owner
Referral URL
Text Message Opt In
Email Info Compliance Text
Email Info Subscribe
Email Promo Subscribe
Email Promo Compliance Text
Metric Title 1
Metric Value 1
Metric Title 2
Metric Value 2
Metric Title 3
Metric Value 3
Metric Title 4
Metric Value 4
Metric Title 5
Metric Value 5
Metric Title 6
Metric Value 6
Metric Title 7
Metric Value 7
Metric Title 8
Metric Value 8
Metric Title 9
Metric Value 9
Metric Title 10
Metric Value 10
Note Type Code
Note 1 Title
Note 1
Note 2 Title
Note 2
Note 3 Title
Note 3
Note 4 Title
Note 4
Note 5 Title
Note 5
Note 6 Title
Note 6
Note 7 Title
Note 7
Note 8 Title
Note 8
Note 9 Title
Note 9
Note 10 Title
Note 10
Multi Comments 1 Title
Multi Comments 1
Multi Comments 2 Title
Multi Comments 2
Multi Comments 3 Title
Multi Comments 3
Multi Comments 4 Title
Multi Comments 4
Multi Comments 5 Title
Multi Comments 5
Multi Comments 6 Title
Multi Comments 6
Multi Comments 7 Title
Multi Comments 7
Multi Comments 8 Title
Multi Comments 8
Multi Comments 9 Title
Multi Comments 9
Multi Comments 10 Title
Multi Comments 10
Contact New Proc ID
Contact Dup Proc ID
Ignore Web Form Proc ID
Contact New Proc CLP User ID
Contact Dup Proc CLP UserID
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Select an EventRequired
Contact PropertiesRequired
Try It
