LeadConnector + Squarespace Commerce
Create and manage LeadConnector opportunities with each new order from Squarespace Commerce
Transform each new order in Squarespace Commerce into an opportunity in LeadConnector quickly and efficiently. This workflow aids your lead management process, by enabling the immediate creation or updating of opportunities in LeadConnector whenever a new order comes in through Squarespace Commerce. Stay on top of your sales pipeline and ensure no order goes unnoticed.
Transform each new order in Squarespace Commerce into an opportunity in LeadConnector quickly and efficiently. This workflow aids your lead management process, by enabling the immediate creation or updating of opportunities in LeadConnector whenever a new order comes in through Squarespace Commerce. Stay on top of your sales pipeline and ensure no order goes unnoticed.
- When this happens...New Order
Triggers when a new order is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Order
Triggers when a new order is created.
Try ItNew Transaction
Triggers when a new transaction is created. Includes a "type" field to differentiate between orders and donations.
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
New Profile
Triggers when a member profile is created or updated.
Try ItUpdated Order
Triggers when an order is updated.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
