Integration of Square space with salesforce to captures leads through website and stored as Google Contact and to iPhone contacts
Create Salesforce leads from new Squarespace form submissions - We Make Complex Things Simple
DHI Northern Ireland is part of the global DHI Medical Group specialising in hair restoration for men and women. It provides its clients with the most advanced hair restoration technique available today and also have a range of shampoos and lotions. The company has 46 years of experience and 62 clinics around the world.
DHI Team uses SquareSpace for their CMS and had difficulty in managing leads efficiently. The leads were being missed due to late follow ups or improper data; hence the need to integrated their CMS with Salesforce.
Squarespace is the easiest CMS to create beautiful website, online stores for business and personal use; while managing your operations, promoting your brand or sell your product from a single platform. It offer marketing tools, domains, analytics, support and more and give you an exceptional online presence.
While offering a powerful form builder, the storage it limited to an extend and hence the integration to a robust CRM like Salesforce is required. The Salesforce and Squarespace integration consumes the proficiencies of both the platforms.
Build your website or online stores from many available templates on SquareSpace. Create workflows, send leads from SquareSpace to Salesforce, execute actions and curate marketing campaigns while monitoring and measuring the activities of existing and potential customers.
Challenges:
DHI Team wanted that when a user fills any of the below given forms of DHI Website:-
- Welcome Page
- Direct Hair Implantation Page
- Contact Us Page
then this lead should get created in Salesforce with the information filled by user in that form. Also, as many apps like True Caller doesn’t work well with iOS, these leads gets created into their Google Contact and then to their IPhone connect. So when they receive a call from one of their clients, they will information in advance.
The Solutions:
Salesforce-Squarespace Integrator – Automate Salesforce to Squarespace
Whenever a user fills the forms on the DHI Website, the Salesforce-SquareSpace Integrator captures, creates the leads and stores them into your Salesforce Account with the details customized by you. Every time a user fills the form, a lead is created in Salesforce and a Google Contact is saved in the respective iPhone account.
Features:
- Once established, no code to write when editing forms.
- Customize the details you want to be used in Squarespace.
- Tighten the integration between Salesforce and Squarespace.
- Focus on your marketing and sales rather than writing code to customize your workflow.
Technologies used:
The Result:
- Salesforce-Squarespace Integrator – gets your sales team every new lead from the website directly in their CRM pipeline and phones for quick and easy follow ups.
- Once integrated, this workflow is automated and adds a new lead to Salesforce whenever a new user submits a form on a Squarespace site.
- The sales team can engage with prospects without needing to add them into Salesforce manually closing the sales rep quickly.
- Exponential Revenue Growth
India 
USA
UK
Canada