Capture form submissions, find existing agents, create new contacts, and update records in Salesforce
Capture form submissions, find existing agents, create new contacts, and update records in Salesforce
Capture agent inquiries through Squarespace Forms, find existing records in Salesforce, create new contacts if needed, and update their information. This process accelerates onboarding and improves data accuracy.
Workflow preview:
Zap details:
Overview
Capture agent inquiries through Squarespace Forms, find existing records in Salesforce, create new contacts if needed, and update their information. This process accelerates onboarding and improves data accuracy.