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SalesOptima Core logoSalesOptima Core logo
Squarespace Forms logoSquarespace Forms logo

SalesOptima Core + Squarespace Forms

SalesOptima Core + Squarespace Forms

SalesOptima Core + Squarespace Forms integrations

Add or edit SalesOptima Core contacts from new Squarespace Forms submissions

Streamline and improve your sales process with this efficient workflow. When a new form submission comes in through Squarespace Forms, it seamlessly adds or edits a contact in your SalesOptima Core app. This process not only eliminates the need for constant manual data entry but also ensures that all your contact information stays up-to-date in real time. Enhance your customer management by keeping all your lead information coherent and organized.

  1. When this happens...
    New Form Submission
    New Form Submission
    New Form SubmissionTriggers when form submission is submitted.
    TriggerInstant
  2. automatically do this!
    Add or Edit Contact
    Add or Edit Contact
    Add or Edit ContactAdd a new contact or edit an existing contact in SalesOptima
    ActionWrite
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More things you can do with Squarespace Forms and SalesOptima Core

Discover other triggers and actions you can use with Squarespace Forms and SalesOptima Core

    • Form
      Required
    Trigger
    Instant
    Try It
    • Contact Properties
      Required
    Trigger
    Instant
    Try It
    • LinkCode
      Required
    • Contact Settings
      Required
    • Contact Overwrite
      Required
    • 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
    • Contact New Proc ID
    • Contact Dup Proc ID
    • Ignore Web Form Proc ID
    • Contact New Proc CLP User ID
    • Contact Dup Proc CLP UserID
    Action
    Write
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • Select an Event
      Required
    • Contact Properties
      Required
    Trigger
    Instant
    Try It
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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.
HelpHelp
Related categories
Sales & CRM
squarespace-forms logo
squarespace-forms logo
About Squarespace Forms
Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.
HelpHelp
Related categories
Forms & Surveys
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