1.Captures new form submissions
Integrate Squarespace Forms and intake form mapping to capture raw submissions and map fields to lead sources.
Squarespace Formsor swap with your favorite appAdd discovery form submissions to your leads board
Automatically monitor new discovery form submissions across Squarespace Forms and lead routing tools. Create and update when phone formats, names, and locations normalize, so you can add qualified leads to your monday.com board and start outreach without manual entry.
How this automation creates new lead records
When new discovery form submissions arrive, leads can stall due to messy phone and location data. This automation formats contacts and normalizes regions and creates lead items in your monday.com intake boardβso your team can route outreach faster.
2.Formats phone input
Integrate Formatter by Zapier and data validation tools to format and validate phone input for consistent lead routing.
Formatter by Zapieror swap with your favorite app
3.Merges name and normalizes location
Integrate Formatter by Zapier and lookup tables to merge name fields and normalize submitted locations to regions.
4.Creates lead item in board
Integrate monday.com and lead intake boards to create a new lead item with mapped name, phone, email, and region.
monday.comor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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