MyCRM Leads + Squarespace Forms
Create new MyCRM Leads from new Squarespace Forms submissions
This workflow begins when a new form submission is captured in Squarespace Forms. It then automatically transfers this data to create a new lead in the MyCRM Leads system. This seamless process saves time by avoiding repetitive data entry and ensures that every potential customer detail is captured efficiently in your CRM. Stay on top of your lead management with this simple yet effective automation.
This workflow begins when a new form submission is captured in Squarespace Forms. It then automatically transfers this data to create a new lead in the MyCRM Leads system. This seamless process saves time by avoiding repetitive data entry and ensures that every potential customer detail is captured efficiently in your CRM. Stay on top of your lead management with this simple yet effective automation.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create a Lead
Creates a basic lead
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FormRequired
Try ItTitle
First NameRequired
Preferred Name
Last NameRequired
EmailRequired
MobileRequired
Date of Birth
Gender
Marketing Consent
Street Address
Suburb
State
Postcode
Address Type
Note Title
Note Details
UTM Source (Marketing)
UTM Medium (Marketing)
UTM Campaign (Marketing)
UTM Term (Marketing)
UTM Content (Marketing)
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
