Copilot CRM + Squarespace Forms
Create customers in Copilot CRM from new form submissions in Squarespace Forms
Effortlessly manage your customer database with this intelligent workflow. Every time there's a new form submission on your Squarespace Forms site, a new customer profile is created in your Copilot CRM - streamlining your data entry process, saving you time, and ensuring no customer detail goes unnoticed. Seamlessly adapt to the influx of new business leads with this simple automation!
Effortlessly manage your customer database with this intelligent workflow. Every time there's a new form submission on your Squarespace Forms site, a new customer profile is created in your Copilot CRM - streamlining your data entry process, saving you time, and ensuring no customer detail goes unnoticed. Seamlessly adapt to the influx of new business leads with this simple automation!
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Customer
Creates a new customer.
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