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Simpro + Squarespace

Manage new Squarespace form submissions by creating individual customers in Simpro

Easily streamline your customer management process with this effective workflow. When a new form submission occurs in Squarespace, it triggers the creation of an individual customer profile in Simpro. This means, any time you gain a new customer or lead via Squarespace, they'll instantly have a dedicated profile in Simpro, saving you time and improving your customer responses. This workflow is a perfect tool for e-commerce businesses, ensuring you never miss a new client's details and enhancing your customer service management.

Easily streamline your customer management process with this effective workflow. When a new form submission occurs in Squarespace, it triggers the creation of an individual customer profile in Simpro. This means, any time you gain a new customer or lead via Squarespace, they'll instantly have a dedicated profile in Simpro, saving you time and improving your customer responses. This workflow is a perfect tool for e-commerce businesses, ensuring you never miss a new client's details and enhancing your customer service management.

  1. When this happens...
    SquarespaceSquarespace
    New Form Submission

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Individual Customer

    Creates a new individual customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Individual Customer Updated

    Triggers when an individual customer is updated.

    Trigger
    Instant
    Try It
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About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn more

Related categories

  • Project Management
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