Squarespace Forms + Yardbook

Squarespace Forms + Yardbook integrations

Create new Yardbook leads from new Squarespace Forms form submissions

Streamline your customer onboarding process with this intuitive workflow. When someone submits a new form on your Squarespace Forms site, it will instantly create a lead in your Yardbook. This efficient process not only cuts down your manual data entry but also provides a faster, smoother experience for your potential customers.

When this happens...
New Form SubmissionTriggers when form submission is submitted.
TriggerInstant
automatically do this!
Create LeadCreates a new lead and a prospect in Yardbook
ActionWrite

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More things you can do with Squarespace Forms and Yardbook

Discover other triggers and actions you can use with Squarespace Forms and Yardbook

- Form
  Required
Trigger
Instant
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Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
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New Business Profile Message
Trigger
Polling
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Lead Created
Triggers when a new lead is created.
Trigger
Polling
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New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
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- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
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New Survey Received
Trigger
Polling
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New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
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- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write

About Squarespace Forms

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

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About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.