Squarespace + The Customer Factor
Create prospects in The Customer Factor from new Squarespace form submissions
Effortlessly streamline your lead management process with this Squarespace to The Customer Factor workflow. Every time you receive a new form submission on your Squarespace site, a prospect will be created in The Customer Factor, ensuring a seamless transition between capturing leads and managing them within your CRM. This easy-to-use automation saves you time and helps maintain an organized sales pipeline.
Effortlessly streamline your lead management process with this Squarespace to The Customer Factor workflow. Every time you receive a new form submission on your Squarespace site, a prospect will be created in The Customer Factor, ensuring a seamless transition between capturing leads and managing them within your CRM. This easy-to-use automation saves you time and helps maintain an organized sales pipeline.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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FormRequired
Try ItEstimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try It
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try It
