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!

  1. When this happens...
    Squarespace FormsSquarespace Forms
    New Form Submission

    Triggers when form submission is submitted.

    TriggerInstant
  2. automatically do this!
    Copilot CRMCopilot CRM
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
copilot-crm logo
copilot-crm logo

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

  • Sales & CRM
squarespace-forms logo
squarespace-forms logo

About Squarespace Forms

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

Related categories

  • Forms & Surveys

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