Create new TotalBrokerage contacts from Squarespace form submissions
Effortlessly manage your new Squarespace form submissions by creating contacts in TotalBrokerage with this seamless workflow. Once set up, every time you receive a new form submission in Squarespace, a corresponding contact will be created in TotalBrokerage. Save time, stay organized, and provide a better experience for your clients by implementing this smart automation.
Effortlessly manage your new Squarespace form submissions by creating contacts in TotalBrokerage with this seamless workflow. Once set up, every time you receive a new form submission in Squarespace, a corresponding contact will be created in TotalBrokerage. Save time, stay organized, and provide a better experience for your clients by implementing this smart automation.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Contact
Create a contact in your TotalBrokerage CRM.
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FormRequired
Try ItAccount 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 It
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Account 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