Insurgo + Squarespace Forms

Create Insurgo clients from new Squarespace Forms form submissions

Easily manage your new client onboarding process with this efficient workflow that connects Squarespace Forms and Insurgo. When a prospective client submits a form on your Squarespace Forms site, this automation will instantly create an individual client profile in the Insurgo app. Save time by streamlining your client intake process while ensuring you have all the necessary information at your fingertips.

Easily manage your new client onboarding process with this efficient workflow that connects Squarespace Forms and Insurgo. When a prospective client submits a form on your Squarespace Forms site, this automation will instantly create an individual client profile in the Insurgo app. Save time by streamlining your client intake process while ensuring you have all the necessary information at your fingertips.

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

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    InsurgoInsurgo
    Create Individual Client

    Creates a new individual client

    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
    • Trigger only if a certain attribute changes

    Trigger
    Instant
    Try It
  • Insurgo triggers, actions, and search

    Contract Created by Client

    Triggers when a new contract was created in Insurgo by a Client

    Trigger
    Instant
    Try It
    • Salutation

    • First nameRequired

    • Last nameRequired

    • E-mail

    • Segment

    • Marital status

    • State

    • Title

    • Date of birth

    • Phone

    • Mobile

    • Business phone

    • Fax

    • Current proficiency

    • Learned proficiency

    • Position proficiency

    • Retirement age

    • Street

    • House number

    • Zip

    • City

    • Country

    • Mailing address enabled?

    • Mailing address name or company name

    • Mailing address c/o

    • Mailing address street

    • Mailing address house number

    • Mailing address zip

    • Mailing address city

    • Mailing address country

    • Tag ids

    Action
    Write
insurgo logo
insurgo logo

About Insurgo

As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.

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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