Call people who fill in your website forms

Someone asks for a demo on your website. Send them to Salesfinity with a tag, and the rep dialing your inbound list calls them next, with what they asked for in front of them.

When to use it

Demo requests, contact-sales forms and pricing questions: forms where people ask to talk.
The form lives in HubSpot, Typeform, Webflow or a similar builder, or posts to your own backend.

Leave out newsletter sign-ups, content downloads and job applications. They didn’t ask for a call.

What you need

A list the rep dials, its _id, and an API key. See Before you start.
A phone number field on the form, and wording that says you’ll call, such as “We’ll call you to set up your demo.”
Zapier or Make, or a developer who can add one request to your form’s backend.

Set it up

Ask for a phone number, and say you'll call

Add a phone field and make it required on the forms that should lead to a call. Ask for the country code, or use a field that picks the country, so you can send the number in international format.

Catch each new submission

Form tool	In Zapier	In Make
HubSpot forms	HubSpot → New Form Submission	HubSpot CRM → Watch Submissions for a Form
Typeform	Typeform → New Entry	Typeform → Watch Responses
Webflow	Webflow → New Form Submission	Webflow → Watch Events, trigger type Form Submission
Your own backend	Not needed	Not needed

Pick the one form that should lead to a call. One Zap or scenario per form keeps the tag and notes right.

Typeform’s and Webflow’s own webhooks can’t add the x-api-key header, and they send their own JSON layout. Put Zapier, Make or your own endpoint in between.

Format the phone number

In Zapier, add Formatter → Numbers → Format Phone Number, with the E.164 format (+17205550148). In your own code, use a phone library such as libphonenumber.

Send the person to Salesfinity

Map the form fields into the request below. Use the tag "Demo request", or one per form, and put the form, the page and the message in notes.

What to send

Field	From the form
`first_name`, `last_name`	Name. A single name field goes in `first_name`.
`email`	Email. Needed so the same person isn’t added twice.
`company`, `title`	Company and job title, if the form asks.
`phone_numbers`	`[{ "type": "mobile", "number": "+17205550148" }]`
`notes`	Demo request on /pricing: “We have 12 SDRs and want to see parallel dialing.” At most 2,000 characters.
`tag`	`"Demo request"`

curl https://client-api.salesfinity.co/v1/contact-lists/YOUR_LIST_ID \
  --request POST \
  --header 'x-api-key: YOUR_API_KEY' \
  --header 'Content-Type: application/json' \
  --data '{
    "first_name": "Priya",
    "last_name": "Raman",
    "email": "[email protected]",
    "company": "Tidewater Software",
    "title": "Head of Sales Development",
    "phone_numbers": [{ "type": "mobile", "number": "+14155550123" }],
    "notes": "Demo request on /pricing: \"We have 12 SDRs and want to see parallel dialing.\"",
    "tag": "Demo request"
  }'

// On your server, after the submission is saved. Never in the browser:
// the API key works for your whole team.
const response = await fetch(
  `https://client-api.salesfinity.co/v1/contact-lists/${process.env.SALESFINITY_LIST_ID}`,
  {
    method: 'POST',
    headers: {
      'x-api-key': process.env.SALESFINITY_API_KEY,
      'Content-Type': 'application/json',
    },
    body: JSON.stringify({
      first_name: form.first_name,
      last_name: form.last_name,
      email: form.email,
      company: form.company,
      phone_numbers: [{ type: 'mobile', number: form.phone_e164 }],
      notes: `Demo request on ${form.page}: "${form.message}"`.slice(0, 2000),
      tag: 'Demo request',
    }),
  },
);

if (response.status !== 201) {
  console.error('Salesfinity', response.status, await response.text());
}

# On your server, after the submission is saved. Never in the browser:
# the API key works for your whole team.
import os
import requests

response = requests.post(
    f"https://client-api.salesfinity.co/v1/contact-lists/{os.environ['SALESFINITY_LIST_ID']}",
    headers={"x-api-key": os.environ["SALESFINITY_API_KEY"]},
    json={
        "first_name": form["first_name"],
        "last_name": form["last_name"],
        "email": form["email"],
        "company": form["company"],
        "phone_numbers": [{"type": "mobile", "number": form["phone_e164"]}],
        "notes": f'Demo request on {form["page"]}: "{form["message"]}"'[:2000],
        "tag": "Demo request",
    },
    timeout=60,
)

if response.status_code != 201:
    print("Salesfinity", response.status_code, response.text)

1. Trigger: your form tool's new-submission trigger (see the table
   above), for the one form that should lead to a call.
2. Formatter → Numbers → Format Phone Number, to E.164.
3. Action: Webhooks by Zapier → Custom Request
   Method:  POST
   URL:     https://client-api.salesfinity.co/v1/contact-lists/YOUR_LIST_ID
   Headers: x-api-key     YOUR_API_KEY
            Content-Type  application/json
   Data:    the JSON from the cURL tab, with the form's fields
            mapped into it, and "tag": "Demo request".

1. Trigger: your form tool's module for new submissions (see the
   table above).
2. Action: HTTP → Make a request
   URL:               https://client-api.salesfinity.co/v1/contact-lists/YOUR_LIST_ID
   Method:            POST
   Headers:           x-api-key = YOUR_API_KEY
   Body content type: application/JSON
   Body input method: JSON string
   Body:              the JSON from the cURL tab, with the form's
                      fields mapped into it, and your tag.

A successful request answers 201 with { "success": true }.

Test it

Start dialing the list, with your phone ready.
Fill in the form on your live site with your own name, email and mobile number.
Check that the notification shows, that Next up shows your name, and that your phone rings once the current call is logged. The notes should read the way the rep needs them.

Good to know

Keep the API key on the server. Call the API from your backend, Zapier or Make, never from JavaScript in the page. Anyone who can read the page could use the key.
Don’t make the visitor wait. Send the request after the submission is saved, in the background. If Salesfinity answers slowly or not at all, the form still works.
Retry the right errors. Retry 429 and 5xx after a pause. Don’t retry 400 or 404: the same request fails again. With a tag, a retry doesn’t add the person twice. See Retries.
Messages with quotes or line breaks. In a Zapier Custom Request, they break the JSON and the API answers 400. Clean the message first, as in Clean up the reply text. Code that builds the body with JSON.stringify or json= doesn’t have this problem.
Filter out spam first. A tag puts the person at the top of the list. Use your form tool’s spam protection, and only send submissions that pass it.
Several reps on inbound? Give each rep their own list and send each submission to one of them, for example by country or company size. In Zapier, a Formatter → Utilities → Lookup Table step can turn a field into a list ID.

For errors and what the rep sees, see Troubleshooting in the speed-to-lead guide.

Start here

Plan your day

Build lists

Work your book and your CRM

Make it repeatable

Workflows: call at the right moment

Call people who fill in your website forms

When to use it

What you need

Set it up

What to send

Test it

Good to know

​When to use it

​What you need

​Set it up

​What to send

​Test it

​Good to know

When to use it

What you need

Set it up

What to send

Test it

Good to know