SmartFlows Intake

Customer Info

Agency Name(Required)

First Name(Required)

Last Name(Required)

Mobile Phone(Required)

Email(Required)

Website Address(Required)

Office Address(Required)

Street Address Address Line 2 City State ZIP Code

Billing Info

Company Name(Required)

Billing Address(Required)

Street Address Address Line 2 City State ZIP Code

System Info

What Agency Management System are you using?

What Phone System are you using?(Required)

Do you have the ability to trigger SMS messages outside of your Phone System(Required)

Yes

No

Not sure

Who is your email provider?(Required)

Where is your website hosted?(Required)

Do you have access to customise your DNS settings?(Required)

Yes

No

Not sure

Do you plan on using a subdomain (ie, service.YOURDOMAIN.com)(Required)

Yes

No

Not sure

Subdomain(Required)

Do you have a Zapier account?(Required)

Yes

No

What’s that?

Communication

Primary Office Phone Number(Required)

Primary SMS Number(Required)

What email address do you want your SERVICE notifications sent to?(Required)

What Name do you want the email to come from?(Required)

What email address do you want your SALES notifications sent to?(Required)

What Name do you want the email to come from?(Required)

What email address do you want your ADMIN notifications sent to?(Required)

What Name do you want the email to come from?(Required)

Branding

Branding – Primary Color

Branding – Secondary Color

Logo(Required)

Max. file size: 256 MB.

Additional Info

Additional Notes or Comments

Δ

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