1.Capture new form submission
Integrate Squarespace Forms and submission fields to capture the submission and pull key fields to centralize signup data.
Squarespace Formsor swap with your favorite appAdd club credential signups to email lists and CRM
Automatically capture new form submissions across Squarespace Forms, Formatter by Zapier, Zapier Tables, and Klaviyo. Create and update when new submission arrives, email is submitted, or consent is providedβso you can normalize emails, update customer records, and add subscribers without manual list updates.
How this automation grows your credential email list
When new form submissions arrive, delayed processing can leave signups unconnected to marketing lists. This automation normalizes submitted fields and upserts customer records and subscriber listsβso your team can expand coverage without chasing manual updates.
2.Normalize submitted email
Integrate Formatter by Zapier and text transformation tools to clean the submitted email and output a cleaned email value.
Formatter by Zapieror swap with your favorite app
3.Find or create customer record
Integrate Zapier Tables and customer database tools to search by cleaned email and create a new record on no match.
Zapier Tablesor swap with your favorite app
4.Update customer and credential fields
Integrate Zapier Tables and CRM table tools to update contact and credential fields and set the processing status.
5.Find subscriber and add to lists
Integrate Klaviyo and list subscription tools to find or create a subscriber and add them to configured lists.
Klaviyoor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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