An automated workflow using zapier
Connects Squarespace + Zoho CRM
Create leads in Zoho CRM with new form submissions in Squarespace
About this workflow template
This automation scenario allows you to connect Squarespace and Zoho CRM
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Squarespace and Zoho CRM can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Squarespace
New Form Submission in Squarespace
Triggers when form submission is submitted.
Then this action happens in Zoho CRM
Create/Update Module Entry in Zoho CRM
Create or update module entries
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create leads in Zoho CRM with new form submissions in Squarespace.
Part I
Configure Applications
First, we need to connect Squarespace and Zoho CRM to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Squarespace to Zapier.
Give Zapier access to your Squarespace account, using Squarespace credentials.
Connect Zoho CRM to Zapier.
Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Squarespace
Choose the following trigger: New Form Submission (Triggers when form submission is submitted.).
Then set up an Action for Zoho CRM
Choose this action: Create/Update Module Entry (Create or update module entries).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Squarespace and Zoho CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create leads in Zoho CRM with new form submissions in Squarespace!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when form submission is submitted.
triggerbyzapierNew create product
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triggerbypipedreamNew create transaction
New create transaction
triggerbypipedreamNew update product
New update product
triggerbypipedreamNew update transaction
New update transaction
triggerbypipedreamNew webhook event
New webhook event
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Create module entry
Creates a new entry in a module
actionbyzapierintegratelyCreate/update module entry
Create or update module entries
actionbyzapierUpdate module entry
Update existing entry in the selected module
actionbyzapierintegratelypabbly-connectCreate an object
Creates a new object.
actionbyintegromatAdd tag
Add new tag to existing module entries
actionbyzapierintegratelyFind module entry
Finds an entry in a module
actionbyzapier
Apps you need
Squarespace
Squarespace is a creative platform for building websites, including online builder, hosting service, domain registrar, and analytics
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
