1.Captures new form submission
Integrate Squarespace Forms and form submission tools to capture incoming enquiry payload and trigger item creation.
Squarespace Formsor swap with your favorite appCreate showroom enquiry items from website form submissions
Automatically capture new form submissions across Squarespace Forms and lead routing boards. Create and update monday.com enquiry items when submissions arrive, extract contact details, and post the full messageβso you can avoid manual triage, fast.
How this automation accelerates your enquiry triage
When new form submissions go unmanaged, enquiries pile up and priority gets missed. This automation captures submissions, extracts and formats fields, then creates monday.com items and posts updatesβso your team can act fast.
2.Extracts and transforms contact fields
Integrate Formatter by Zapier and data normalization tools to extract email, phone, and name fields for board-ready outputs.
Formatter by Zapieror swap with your favorite app
3.Formats the submitted date
Integrate Formatter by Zapier and date parsing tools to convert submitted date fields into the board-compatible date format.
4.Creates a new enquiry item
Integrate monday.com and lead tracking boards to create a new item with email, phone, date, and enquiry stage.
monday.comor swap with your favorite app
5.Adds the full message update
Integrate monday.com and record updates to post the full submission message on the created item for triage.
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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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