SmartOffice + Squarespace Forms

Create SmartOffice contacts from new Squarespace Forms form submissions

Effortlessly manage your leads from Squarespace Forms form submissions by adding them as new contacts in SmartOffice with this seamless automation. Whenever a user submits a form in Squarespace Forms, their contact details will be instantly added to your SmartOffice account, ensuring you never miss an opportunity to follow up and grow your client base. Keep your contacts organized and up-to-date with this efficient and time-saving workflow.

Effortlessly manage your leads from Squarespace Forms form submissions by adding them as new contacts in SmartOffice with this seamless automation. Whenever a user submits a form in Squarespace Forms, their contact details will be instantly added to your SmartOffice account, ensuring you never miss an opportunity to follow up and grow your client base. Keep your contacts organized and up-to-date with this efficient and time-saving workflow.

  1. When this happens...
    Squarespace FormsSquarespace Forms
    New Form Submission

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    SmartOfficeSmartOffice
    Add Contact

    Adds an Individual Contact (i.e., a Person) to SmartOffice

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • SmartOffice triggers, actions, and search

    Update Contact

    Triggers when a contact is updated in SmartOffice.

    Trigger
    Instant
    Try It
    • Business NameRequired

    • Abbreviation

    • Source

    • Sub-Source

    • E-mail Type

    • E-mail

    • Address Type

    • Line 1

    • Line 2

    • City

    • State

    • ZIP/Postal Code

    • Country

    • Phone Type

    • Full Phone Number

    • Last Name (Primary Contact)

    • First Name (Primary Contact)

    • Middle Name (Primary Contact)

    • E-mail Type (Primary Contact)

    • E-mail (Primary Contact)

    • Line 1 (Primary Contact)

    • Line 2 (Primary Contact)

    • City (Primary Contact)

    • State (Primary Contact)

    • Country (Primary Contact)

    • ZIP/Postal Code (Primary Contact)

    • Phone Type (Primary Contact)

    • Phone (Primary Contact)

    • Role (Primary Contact)

    • Type

    • Sub-Type

    • DBA

    • # of Employees

    • Revenue

    • Established On

    • Tax

    • Fiscal Year

    • Segment

    • SIC

    • County

    • Industry

    • Business Class

    • Income

    Action
    Write
    • DescriptionRequired

    • Keyword

    • Category

    • Post URL Only

    • URL

    • MIME Type

    • Contact E-mail

    • Private

    • Advice

    Action
    Write
smartoffice logo
smartoffice logo

About SmartOffice

SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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

Similar apps

Tumblr integrationsTumblr integrations

Tumblr

Website Builders
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier