1.New form submission
Integrate Squarespace Forms and form capture tools to find or create leads from submissions.
Squarespace Formsor swap with your favorite appCreate lead and start welcome sequence for signups
Automatically capture new form submissions across Squarespace Forms and Close. Create or update leads and notes, wait, and send the level-one welcome email β so you can convert signups without manual lead entry.
How this automation launches your welcome pipeline
When new form submissions arrive, signups can stall and welcome outreach lands too late. This automation finds or creates leads and adds notes, then re-checks stage after a delay and sends the level-one emailβso your team can onboard faster.
2.Find or create lead
Integrate Close and CRM tools to map source and email data to lead records.
Closeor swap with your favorite app
3.Add lead note
Integrate Close and CRM note fields to attach the submission details to the lead record.
4.Delay for 45 minutes
Integrate Delay by Zapier and scheduling tools to pause before re-checking the lead stage.
Delay by Zapieror swap with your favorite app
5.Re-check lead and send email
Integrate Close and email templates to send the level-one welcome email only when still in stage.
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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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