1.Monitors new form submissions
Integrate Squarespace Forms and form intake tools to detect submissions and trigger lead creation for CRM leads.
Squarespace Formsor swap with your favorite appAdd website form submissions as CRM leads for projects
Automatically monitor new project inquiry form submissions across Squarespace Forms and Gmail and LMN. Create and update CRM leads and notes when project inquiry submitted, website form submitted, or new contact details entered β so you can match leads by email, capture project summaries, and notify owners without manual follow-up.
How this automation accelerates CRM lead capture
When new form submissions hit the project inquiry form, leads can be delayed or missed. This automation checks and creates CRM leads and notes, then sends internal notificationsβso your team can follow up the same day.
2.Finds lead by email
Integrate LMN and CRM matching tools to search by submission email and decide whether a lead already exists.
LMNor swap with your favorite app
3.Creates lead on no-match
Integrate LMN and contact enrichment tools to create a lead and map project and jobsite details into CRM fields.
4.Creates lead note and task
Integrate LMN and note tracking tools to create a ToDo or Note linked to the lead record with submission details.
5.Sends owner follow-up notification
Integrate Gmail and internal messaging to send owners an email with project summary and contact details for same-day follow-up.
Gmailor swap with your favorite app
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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