Instapage + SalesOptima Core

Add or edit SalesOptima contacts following new form submissions in Instapage

Turn form submissions into new sales leads instantly with this workflow. As soon as someone fills out a form on Instapage, their information is instantly sent to SalesOptima where a new contact can be added or an existing one can be updated. This hands-off approach helps you capture leads faster and keeps your contact list up-to-date without any additional work.

Turn form submissions into new sales leads instantly with this workflow. As soon as someone fills out a form on Instapage, their information is instantly sent to SalesOptima where a new contact can be added or an existing one can be updated. This hands-off approach helps you capture leads faster and keeps your contact list up-to-date without any additional work.

  1. When this happens...
    InstapageInstapage
    Form Submission

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    SalesOptima CoreSalesOptima Core
    Add or Edit Contact

    Add a new contact or edit an existing contact in SalesOptima

    ActionWrite
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Supported triggers and actions

    • Contact PropertiesRequired

    Trigger
    Instant
    Try It
    • LinkCodeRequired

    • 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

    Action
    Write
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instapage logo

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.
Learn more

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salesoptima-core logo

About SalesOptima Core

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

Related categories

  • Sales & CRM