Customer Connect + Squarespace CRM integration through forms

Overview

From a Squarespace form to the next customer contact

Connect the Squarespace form block to Customer Connect by email. When a visitor submits an enquiry, the form fields are included in the email. Customer Connect interprets the content and creates an opportunity.

Use the Email option in the form’s Storage settings. Email delivery from forms requires a paid Squarespace website.

How to connect the form block

1. Get your team address. Copy your team email address from the email settings in Customer Connect. Create it there if needed.
2. Open the form’s Storage settings. Select Email and enter the team address as the recipient. Replace the existing recipient address if one is already selected.
3. Check the form fields. Make sure visitors can enter their name, email and enquiry. Squarespace includes the form fields in the email.
4. Save and submit a test enquiry. Check that the content reaches Customer Connect and becomes an opportunity with the right information.

Squarespace uses one email recipient per form. To keep receiving messages in your regular inbox, use that address as the recipient and forward a copy through Gmail or Microsoft 365.

See Squarespace’s guide to forms and email storage for current settings.

Bring responsibility and follow-up together

In Customer Connect, you can assign an owner and schedule follow-up on the opportunity. Your team has a shared place to see who contacts the customer next.

Learn more about collecting customer enquiries or contact us for help connecting the form.

Try for free

What you can do

• Collect enquiries from Squarespace

  Send emails from Squarespace form blocks to your team address in Customer Connect.

• Use the information the customer sent

  Form fields are included in the email Customer Connect interprets to create an opportunity.

• Keep track of the next step

  Assign an owner and schedule follow-up in Customer Connect when the enquiry arrives.