If you are running an A/B test with multiple forms on this page, only map fields that are common to both forms to required fields in your action step

We will use a fake lead on the next step. You can't pull in actual leads because of Instapage security policies. All fields from your chosen page will be available with placeholder values and can be mapped in the Action step. [Check instructions for more details](https://help.instapage.com/hc/en-us/articles/360001720908-Integrating-with-Zapier).

Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.

Instapage

Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.

Unbounce

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

ConvertKit

Wishpond is a lead generation and marketing automation platform that helps customers to manage and nurture their leads.

Wishpond

Leadpages lets you build beautiful, high-converting landing pages, sign-up forms, and other conversion assets.

Leadpages

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

The ID that uniquely identifies a user in the source system from where the records originate. E.g. Owner ID or Created by ID.

Specify the system you are sending data from (the Trigger). If none of the below is a match just leave it on Zapier

Specify the system you are sending data from (the Trigger). If none of the below is a match just leave it on Zapier.

Specify a unique team ID/name, if the team does not exist in SalesScreen we create it.

Specify your source system (the system this report originates from). If you cannot find your system in this list, please send an email to support@salesscreen.com.

Specify the unique ID of this meeting in your source system (the system this report originates from).

Specify the unique Id of the user in your source system (the system this report originates from). Note that you must also register this user Id as the External User ID of the corresponding user on SalesScreen. Contact us at support@salesscreen.com if you need assistance with this.

Specify the user’s team or department in your source system (the system this report originates from). Note that the team will then be synchronized on SalesScreen.

Specify the category of this meeting. This could be for example "First-time meeting" or "Follow-up meeting".

Specify the unique ID of this customer. Note that the ID must be an integer.

Specify the name of the customer this report was added for.

Specify the date and time this meeting has been scheduled for. Note that this timestamp should be expressed in the timezone that is configured for your company in SalesScreen.

Specify the date and time this meeting was reported. Note that this timestamp should be expressed in the timezone that is configured for your company in SalesScreen.

Specify the unique Id of this report in your source system (the system this report originates from).

Specify the unique ID of the user in your source system (the system this report originates from). Note that you must also register this user ID as the External User ID of the corresponding user on SalesScreen. Contact us at support@salesscreen.com if you need assistance with this.

Specify the user’s team or department in your source system (the system this report originates from). Note that the team will then be synchronized on SalesScreen if it does not exist.
If left empty the users team in SalesScreen will be used.
.

Specify the type of report you want to add in SalesScreen: Sale, Offer or Activity.

Specify the product this report applies to.

Specify the unique ID of this customer. Note that this ID must be an integer.

Specify the quantity that has been reported.

Specify the value of the report. Note that this value should be expressed in the currency that is used by default in SalesScreen.

Specify the gross margin (profit or commission) of the report. Note that this value should be expressed in the currency that is used by default in SalesScreen.

Specify a unique ID for the record from the source system (where the record originated).

A unique ID for the creator/owner of the record from the source system (where the record originated).

Specify the system you are sending data from (the Trigger). If none of the below is a match just leave it on Other

SalesScreen is a sales performance management tool that helps teams to be more focused, motivated and productive.

SalesScreen

Easily streamline your lead management process with this Instapage to SalesScreen workflow. When a form is submitted on Instapage, a new user will be created in SalesScreen, ensuring swift transfer and organization of key information. Save time, reduce manual data entry, and improve accuracy with this seamless automation.

Instapage + SalesScreen

Create SalesScreen users from new Instapage form submissions

Supported triggers and actions

Form Submission

PageRequired

Help Text

Create Activity

External Record IDRequired

External User IDRequired

Activity TypeRequired

Date

App

Find User

External User IDRequired

App

EmailRequired

NameRequired

External Team

Create User

External User IDRequired

EmailRequired

NameRequired

External Team

App

Find User

External User IDRequired

App

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