Redtail CRM + Squarespace Forms

Create Redtail CRM activities from new Squarespace Forms form submissions

Effortlessly streamline your lead management process with this Squarespace Forms and Redtail CRM integration. Whenever a new form submission is received on Squarespace Forms, 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 Forms and Redtail CRM integration. Whenever a new form submission is received on Squarespace Forms, 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...
    Squarespace FormsSquarespace Forms
    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

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • 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
redtailcrm logo
redtailcrm logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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squarespace-forms logo
squarespace-forms logo

About Squarespace Forms

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

Related categories

  • Forms & Surveys

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