An automated workflow using integromat
Connects Squarespace + Zoho CRM + Email
Create a Zoho CRM contact and a deal from a Squarespace order and send an Email
About this workflow template
This automation scenario allows you to connect Squarespace, Zoho CRM, and Email.
It can be build using Integromat, a no-code workflow automation tool. Integromat 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, Zoho CRM and Email can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Squarespace
Watch Orders in Squarespace
Triggers when orders are created or updated.
Then these actions happen in Email and Email
Create an Object in Zoho CRM
Creates a new object.
Send an Email in Email
Sends a new email.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a Zoho CRM contact and a deal from a Squarespace order and send an Email.
Part I
Configure Applications
First, we need to connect Squarespace, Zoho CRM and Email to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Squarespace to Make.com.
Give Make.com access to your Squarespace account, using Squarespace credentials.
Connect Zoho CRM to Make.com.
Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.
Connect Email to Make.com.
Give Make.com access to your Email account, using Email credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Squarespace
Choose the following trigger: Watch Orders (Triggers when orders are created or updated.).
Then set up an Action for Zoho CRM
Choose this action: Create an Object (Creates a new object.).
Then set up another Action for Email
Choose this action: Send an Email (Sends a new email.).
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, Zoho CRM and Email.
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 a Zoho CRM contact and a deal from a Squarespace order and send an Email!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when form submission is submitted.
triggerbyzapierNew create product
New create product
triggerbypipedreamNew create transaction
New create transaction
triggerbypipedreamNew update product
New update product
triggerbypipedreamNew update transaction
New update transaction
triggerbypipedreamNew webhook event
New webhook event
triggerbypipedream
Send me an email
This Action will send you an HTML based email. Images and links are supported.
actionbyiftttSend outbound email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
actionbyzapierCreate module entry
Creates a new entry in a module
actionbyzapierintegratelyCreate/update module entry
Create or update module entries
actionbyzapierSend an email
Sends a new email.
actionbyintegromatautomateioUpdate module entry
Update existing entry in the selected module
actionbyzapierintegratelypabbly-connect
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
