Integrate Form Data With Zapier: Setup Guide
Using Zapier for Form Integration: A Complete Guide
Zapier integration allows you to automatically trigger actions when visitors submit forms on your website. This powerful automation tool connects your forms to over 1,000 apps, streamlining your workflow and saving valuable time.
Zapier Plan Options
- Free plan available
- Premium plan starts at $20/month
- Compatible with Squarespace Core, Plus, Advanced, Business, and Commerce plans
Understanding Zaps Zaps are automated workflows that connect your forms to other applications. When a visitor submits a form, Zaps can trigger various actions:
Productivity Actions:
- Create Basecamp tasks
- Add Trello cards
- Schedule Google Calendar events
- Send Slack notifications
Mailing List Management:
- Add contacts to ConvertKit
- Update Constant Contact
- Manage HubSpot mailing lists
CRM Integration:
- Create Salesforce deals
- Add HubSpot CRM prospects
- Generate Pipedrive deals
- Create Zendesk tickets
Implementation Process:
- Form Connection Setup:
- Access form or newsletter block settings
- Select Storage > Zapier > Connect
- Wait for Zapier connection confirmation
- API Key Generation:
- Open Developer Tools
- Generate new API key
- Enable Forms permissions
- Save the unique key securely
- Zapier Configuration:
- Create new Zap
- Select Squarespace as trigger
- Choose "New Form Submission"
- Connect using API key
- Select appropriate form
- Test the connection
- Action Setup:
- Configure desired automated actions
- Test the complete workflow
- Activate the Zap
Verification: After successful connection, the storage tab will display "x Zaps are connected," indicating the number of active Zaps for that form.
Troubleshooting: If "Waiting for connection from Zapier" persists, ensure all setup steps are completed correctly.
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