1.Captures new form submission
Integrate Squarespace Forms and form intake tools to catch submission fields and pass them into your workflow to start onboarding.
Squarespace Formsor swap with your favorite appAdd new website signups to customer records instantly
Automatically capture website form submissions across Squarespace Forms, Formatter by Zapier, Google Sheets, and Gmail. Create and update when website signups arrive, signup emails are submitted, or customer details changeβso you can normalize contact data, add ledger rows, and notify billing without manual data entry.
How this automation accelerates your onboarding
When new form submissions arrive, delays can stall complete customer records and same day onboarding. This automation normalizes signup fields and creates ledger rows and sends billing and operations notificationsβso your team can start onboarding without manual data entry.
2.Normalizes contact fields
Integrate Formatter by Zapier and data normalization tools to map email, phone, and date fields into standardized contact fields to clean records.
Formatter by Zapieror swap with your favorite app
3.Creates customer ledger row
Integrate Google Sheets and spreadsheet ledger tools to map normalized customer and address fields into a worksheet row to build your customer ledger.
Google Sheetsor swap with your favorite app
4.Sends billing and ops email
Integrate Gmail and templated email tools to send mapped summaries and a record link to billing and operations to trigger onboarding coordination.
Gmailor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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