1.Captures new form submission
Integrate Squarespace Forms and form field mapping tools to map the submission payload into lead source fields.
Squarespace Formsor swap with your favorite appAdd submitted leads to database and tag opt-in
Automatically capture new form submissions across Squarespace Forms and clean up lead records in Airtable. Normalize email, find or create the matching contact, and tag opt in or opt outβso you can enrich outreach without manual data entry.
How this automation tags opt-in leads in your database
When new form submissions hit, lead records pile up with inconsistent emails and unclear consent. This automation normalizes emails and creates or updates Airtable records with opt in or opt out tagsβso your team can act on clean lead context without manual cleanup.
2.Normalizes email to lowercase
Integrate Formatter by Zapier and data formatting tools to transform the incoming email to lowercase for matching.
Formatter by Zapieror swap with your favorite app
3.Finds or creates lead record
Integrate Airtable and contact databases to find by email and create a new lead when no match exists.
Airtableor swap with your favorite app
4.Updates opt-in or opt-out
Integrate Airtable and CRM update tools to set the opt-in flag and update mapped contact fields based on consent.
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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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