BoardCRM + Squarespace Forms

Create deals in BoardCRM from new form submissions in Squarespace Forms

Set up this integration to collect all your deal data from a Squarespace Forms submission and automatically convert it into a deal in BoardCRM. This Zap saves you from endless copy-and-paste chores.

When this happens...
New Form Submission
Triggers when form submission is submitted.
TriggerInstant
automatically do this!
Create Deal
Creates a new Deal
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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Add Comment to Deal
Triggers when a new comment is added to a deal.
Trigger
Polling
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Expired Deal Deadline
Triggers when a deal deadline is expired.
Trigger
Polling
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New Deal
Triggers when a new deal is created.
Trigger
Polling
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Successful Deal Deadline
Triggers when a deal deadline is successful.
Trigger
Polling
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Update Deal Status
Triggers when a deal status is updated.
Trigger
Polling
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- Deal IDRequired
- Comment Content
Action
Write

- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write
- Deal IDRequired
- New Status
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Add Tag to Deal
Triggers when a new tag is added to a deal.
Trigger
Polling
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Lost Deal
Triggers when a deal is failed.
Trigger
Polling
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Set Deal Deadline
Triggers when a deal deadline is changed.
Trigger
Polling
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Update Deal
Triggers when a deal is updated.
Trigger
Polling
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Won Deal
Triggers when a deal is successful.
Trigger
Polling
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- Deal IDRequired
- Tag
Action
Write
- Deal IDRequired
- Deal Start Time
- Deal End Time
Action
Write
- Deal IDRequired
- Lead Name
- Lead Email
- Lead Phone
- Lead Add Phone
- Lead Telegram
- Lead Website
- Lead Skype
- Lead VK
- Lead Facebook
- Lead Note
- Lead Organization
- Lead Position
Action
Write

About BoardCRM

Fresh and user-friendly CRM system of next-generation for effective small and medium-sized businesses: deal stats, sales pipeline, customer base (leads), form builder for collecting leads.