How to Integrate Applications

2025-04-16

How to Automatically Add Customer Information to Google Sheets When an Order is Placed on Squarespace

m.wadazumi

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

  • Those who want to automatically upload files attached to Gmail to Dropbox
  • Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
  • Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

In this article, we will introduce how to integrate Squarespace with Google Sheets to automatically register customer information.
This will save you the trouble of manually registering customer information and reduce the risk of input errors.
Furthermore, you will always be able to obtain the latest information, ensuring the accuracy of customer information.
This time, we will explain how to set up automation and its benefits.

Benefits of Integrating Squarespace with Google Sheets

Benefit 1: Accurately Record Customer Information

When order information is created in Squarespace, you can register customer information in Google Sheets.
Normally, when recording customer information manually, incorrect data registration or omissions are likely to occur.
By utilizing automation, you can solve these problems.
Especially when orders occur frequently, it will be a very effective automation as it saves the trouble of corrections.
This allows you to verify accurate data and prevent confusion caused by incorrect data.

Benefit 2: Centralized Management of Customer Information

By implementing this automation, you can manage customer information centrally, enabling smooth collaboration between different departments.
For example, once an order is created, the sales department can check customer data, and the marketing department can devise appropriate strategies.
This allows you to check the latest data and respond quickly.
There is no need to check the order status, reducing the burden on the person in charge.

How to Create a Flow for Integrating Squarespace with Google Sheets

This time, we will introduce how to set up the following template: "Register customer information in Google Sheets when order information is created in Squarespace."
By using this template, there is no need to set up automation from scratch, making it very convenient.

The process consists of only 4 steps, so it can be set up in 10-15 minutes. 1. Register Squarespace and Google Sheets as My Apps 2. Set a trigger to activate when order information is created in Squarespace 3. Set an action to add a record in Google Sheets 4. Verify the automation between Squarespace and Google Sheets If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*jrwzd7*_gcl_au*MTY3NDQ2MzE2MS4xNzE5MzgyMDY4*_ga*NTcxOTYyNzgyLjE3MTkzODIwNjg.*_ga_663H387CXM*MTcyMjQ4ODg2Ny4xNTEuMS4xNzIyNDkwMzk2LjYwLjAuNjYyMDU0NDY0). If you are already using Yoom, please log in. [What is Yoom] Step 1: Register Squarespace and Google Sheets as My Apps Let's register Squarespace and Google Sheets as My Apps in Yoom. By registering My Apps first, the automation setup will proceed smoothly. Now, let's start with registering Squarespace as My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen. Search for Squarespace from the app list or search from "Search by App Name." The following screen will be displayed, so check the Squarespace admin screen and set the "Account Name" and "Access Token." Next, let's register Google Sheets as My App. Select Google Sheets in the same way as before. When the following screen is displayed, log in to Google Sheets. Once both My Apps registrations are complete, Squarespace and Google Sheets will be displayed. Step 2: Set a trigger to activate when order information is created in Squarespace To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, you can do so from the page below.
First, since it is done from the Squarespace settings, click "When order information is created/updated".

When the following screen is displayed, check the settings.

  • "Title" → Can be freely changed
  • "Account information linked with Squarespace" → Check for discrepancies
  • "Trigger Action" → When order information is created/updated

The following screen will be displayed, so select the "Trigger activation interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the trigger activation interval varies depending on the plan.
After setting, click "Test" → "Test successful" → "Save".

Step 3: Set up an action to add a record in Google Sheets

Next, to set up Google Sheets, click "Add a record".
When the following screen is displayed, check the settings.

  • "Title" → Can be freely changed
  • "Account information linked with Google Sheets" → Check for discrepancies
  • "Execute Action" → Add a record

Move to Google Sheets and set up the orderer information for testing.
As an example, it was set up as follows.

Return to the Yoom screen and set up "Database Integration".

The following screen will be displayed, so use the Squarespace output to set the "Values of the record to be added".
Click the arrow in the red frame to use the Squarespace output.
Select the output that matches the item name.
After setting, click "Test" → "Test successful" → "Save".

Step 4: Verify the automation operation between Squarespace and Google Sheets

Finally, click "Turn on trigger" to complete the automation setup.
Check if the flowbot starts correctly.

Other examples of automation using Squarespace and Google Sheets

1. This is a flow where order information created/updated in Squarespace is automatically added to Google Sheets.
This eliminates the need for order information transcription work and reduces the risk of input errors.
Order information can be recorded in Google Sheets and used for data analysis.

2. This is a flow for automatically creating and registering product information from Google Sheets to Squarespace.
Contrary to the flow introduced earlier, you can register product information from Google Sheets to Squarespace.
When registering a large amount of product information, manual entry can be time-consuming, so this automation helps save time.

3. This is a flow that automatically notifies Microsoft Teams when order information is created in Squarespace.
You will receive notifications quickly when order information is created, so there is no worry about missing order details.
You can also check the order information in Microsoft Teams, saving you the trouble of having to check Squarespace separately.

Summary

This time, we introduced a flow to register customer information in Google Sheets when order information is created in Squarespace.
This not only saves the trouble of manual registration but also prevents input errors.
By maintaining data accuracy, collaboration with different departments becomes smoother.
Additionally, since team members can check the latest data, subsequent tasks will be easier.
If you want to efficiently manage customer information, please take advantage of this automation.

Automation using Yoom can be easily done without any code.
If you want to experience it, please register for free here.

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Tags
Integration
Automation
Squarespace
Google Sheets
Automatic
App integration
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