Uploading Google Docs to Salesforce Using Zapier

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Adding form integrations with Zapier

You tin connect grade blocks, newsletter blocks, and encompass folio forms to the online automation tool Zapier. With Zapier, you can create Zaps, a type of automated workflow, to connect Squarespace to over one,000 apps. Grade submissions tin can trigger additional Zapier integrations like Slack, Trello, ConvertKit, Salesforce, and more. This can help you salvage time by connecting Squarespace to useful tools and automating processes.

Zapier has both a gratis plan and premium plans starting at $20.

In Squarespace, the Zapier integration is a premium characteristic available in Concern and Commerce plans.

Notation: You tin can connect Zapier to form blocks, newsletter blocks, and encompass page forms. It's not possible to connect Zapier to other forms on your site.

Understanding Zaps

Think of Zapier equally the wire that connects your grade or newsletter cake to another app. Through these connections, Zapier sends Zaps, which are automatic workflows made up of a trigger and an action.

After connecting a form or newsletter block to Zapier, you lot can utilise new grade submissions to trigger deportment in other apps or integrations. For example, when a company submits a new form, you can have a Zap take an activeness similar:

Productivity

Add together a Basecamp to-do
Add a card to Trello
Add together an outcome to Google Calendar
Create a Slack notification

Mailing Lists

Add a contact to ConvertKit
Add a contact to Constant Contact
Add together a contact to a Hubspot mailing list

CRM

Add together a deal to Salesforce
Add a lead to Hubspot CRM
Add together a deal to Pipedrive
Add a lead to Insightly
Create a Zendesk ticket

For aid creating Zaps, visit Zapier'southward documentation.

Stride one - Connect a form cake, newsletter cake, or comprehend page

To create a class submission trigger in Zapier, you'll need a grade block, newsletter block, or cover folio.

Grade cake or newsletter block

You tin can add a new class block or newsletter block to your site, or utilise an existing ane. To connect to Zapier:

Click Edit or the pencil icon on the form or newsletter cake, then click Storage.
In the storage tab, click Zapier, and so click Connect.
You lot should come across a message saying Awaiting connection from Zapier.

Cover folio (version 7.0)

Comprehend pages are available on version vii.0 sites. To connect a cover page to Zapier, add together a course in the action console.

Tip: Give your form or newsletter block a descriptive name so you can readily identify it in Zapier.

Step 2 - Copy your unique API Key

Your unique API key is a randomized string of characters which permits authenticated access to your Squarespace account. Create a new API cardinal for class integrations using the steps below.

In the Habitation menu, click Settings, then click Advanced.
Click Developer API Keys.
Click Generate Key.
Enter a Primal Proper noun.
Under Permissions, check Forms.
Select the permissions for the API fundamental.
Click Next.
Copy your unique API key.

When you get this central:

Continue it secure. Treat your API key similar you would care for whatever account password.
Copy and save it for your records. For security, we don't store your API key. There'due south no manner to retrieve information technology after y'all shut the window, merely if you lot lose it, you can always create a new one.

This key provides Zapier access to all form and newsletter blocks on your site. To connect other sites, echo these steps and generate a unique key for each site.

Step iii - Brand a Zap

Visit Zapier.com and sign into your account, then follow these steps:

Tip: If y'all don't accept a Zapier account, sign up here.

Hover over + in the left-side console and click Make a Zap.
In the Trigger window, search Squarespace, then click it.
In the Trigger Event drop-down carte du jour, select New Course Submission, so click Go on.
Click Sign in to Squarespace.
In the new window that opens, paste your unique API fundamental in the field. Click Aye, Continue.
If successful, your Squarespace site title will announced in the Squarespace account driblet-down carte du jour. If there are other Squarespace sites connected to your Zapier account, select the site with the form you desire to connect.
Click Continue.
Select the form you want to connect from the Form drop-down menu and click Continue. If y'all have a lot of forms on your site, we recommend giving each a unique name to ensure you lot select the correct one.
Zapier will enquire to exam your Squarespace trigger by fetching an existing form submission. Squarespace doesn't store form submissions, then it volition automatically generate an example form for testing purposes. Click Test trigger.
On the We constitute a form screen, click Continue.

Pace 4 - Add an Action in Zapier

To complete your Zap, Zapier volition enquire you lot to add together an Action step. Zapier offers a wide range of integrations, then you can connect your form submissions to many different actions.

For help with this, visit Zapier's documentation.

ConvertKit - Add a new subscriber to a sequence in ConvertKit
Salesforce Leads - Add a new atomic number 82 to Salesforce so your sales team tin can engage with prospects without needing adding them to Salesforce manually
Hubspot Deals - Add a deal in HubSpot CRM so you tin can begin communication and close the sale
Slack Notifications - Mail a Slack notification to a aqueduct of your choice and help your team stay upwards-to-engagement on new submissions
Trello Cards - Add together a new Trello card to help keep runway of all incoming form submissions

To view more than integrations, visit Zapier's Squarespace documentation.

Storage brandish after completing the connection

Later completing the connection in Zapier, the storage tab in your grade or newsletter block on Squarespace will brandish the bulletin x Zap(s) connected, where x is the number of Zaps continued to the block. Each form or newsletter block on your site volition need at to the lowest degree one Zap per activity.

"Awaiting connection from Zapier" bulletin in the storage tab

If y'all run across this message, it means you've completed the first stride of the process. This message displays until you've completed steps 2, three, and four.

Who to contact for support

Squarespace Customer Support tin can help you with connecting Zapier to your site. For help creating Zaps or using Zapier, contact Zapier or visit their documentation.

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Source: https://support.squarespace.com/hc/en-us/articles/360000641507-Adding-form-integrations-with-Zapier

Uploading Google Docs to Salesforce Using Zapier

Adding form integrations with Zapier

Understanding Zaps

Stride one - Connect a form cake, newsletter cake, or comprehend page

Grade cake or newsletter block

Cover folio (version 7.0)

Step 2 - Copy your unique API Key

Step iii - Brand a Zap

Pace 4 - Add an Action in Zapier

Storage brandish after completing the connection

"Awaiting connection from Zapier" bulletin in the storage tab

Who to contact for support

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