Instapage + Practifi

Create clients in Practifi from new Instapage form submissions

Effortlessly streamline your client onboarding process with this convenient workflow between Instapage and Practifi. Once set up, each time a new form submission is received on Instapage, it will create a client in Practifi. With this automation, you can ensure that essential client information from Instapage is seamlessly integrated into Practifi, saving time and reducing errors.

Effortlessly streamline your client onboarding process with this convenient workflow between Instapage and Practifi. Once set up, each time a new form submission is received on Instapage, it will create a client in Practifi. With this automation, you can ensure that essential client information from Instapage is seamlessly integrated into Practifi, saving time and reducing errors.

  1. When this happens...
    InstapageInstapage
    Form Submission

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    PractifiPractifi
    Create Client

    Create a client, its primary contact and optionally kick off a process.

    ActionWrite
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Supported triggers and actions

    • Client Key

    • Client Name

    • Entity Type

    • Notes

    • Segment

    • Stage

    • Housing Status

    • Marital Status

    • Trading Name

    • Tax Registration Number

    • Incorporation Date

    • Liability

    • Trading Name

    • Tax Registration Number

    • Trust Type

    • Deed Date

    • Key

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Key

    • Salutation

    • First Name

    • Last Name

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Type

    • Street

    • City

    • State

    • Postal Code

    • Country

    • Street

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
    • Update usingRequired

    • Id

    • Client Key

    • Client Name

    • Entity Type

    • Notes

    • Segment

    • Stage

    • Housing Status

    • Marital Status

    • Trading Name

    • Tax Registration Number

    • Incorporation Date

    • Liability

    • Trading Name

    • Tax Registration Number

    • Trust Type

    • Deed Date

    • IdRequired

    • Key

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Id

    • Key

    • Salutation

    • First Name

    • Last Name

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Type

    • Street

    • City

    • State

    • Postal Code

    • Country

    • Street

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
    • Update usingRequired

    • Id

    • Key

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Client Key

    Action
    Write
    • Update usingRequired

    • Id

    • Key

    • Prospect Name

    • Notes

    • Segment

    • Id

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Street

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
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About Instapage

Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
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About Practifi

Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.

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