How to integrate Squarespace with Salesforce to register order information in Salesforce when it is created in Squarespace

It's easy to set up with just 4 steps.‍

1. Register Squarespace and Salesforce as My Apps
2. Set a trigger to activate when order information is created or updated in Squarespace
3. Set an action to add a record in Salesforce
4. Test and verify

Step 1: Integrate Squarespace and Salesforce with My Apps

1. Log in to your Yoom account.

If you don't have an account, please create one first on the Yoom account creation page.

Click on "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search for app names from the red frame. This time, search for Squarespace and Salesforce respectively and register them.
Once registration in My Apps is complete, the icons for Squarespace and Salesforce will be displayed in My Apps. Please confirm.

For more information on how to integrate the Salesforce app, please refer to the link below.

How to register Salesforce as My App

Please note that Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set for Flowbot will result in errors, so please be careful.

Some paid plans, such as the Team Plan and Success Plan, offer a 2-week free trial.
During the free trial, you can use apps that are subject to restrictions.

For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare a Storage Location

This time, we will create a flow called [Register purchaser information in Salesforce when order information is created in Squarespace].
With this flow, when order information is created in Squarespace, it will be automatically added to the Salesforce object.

1. Click "Try it" from the link below.

2.If the following display appears, the template copy is successful.

Step 2: Set a trigger to activate when a new task is added to a specific project

1.Set up by clicking in order.
First, click on "When order information is created/updated" at the top.

2. You can set the title freely.
Enter the account information to connect with Squarespace.
Select "When order information is created/updated" as the trigger action.
After entering, click "Next".

3. Set the trigger activation interval.
You can choose activation intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Once the setup is complete, perform a test, and if there are no errors, save it.

※Please note that the shortest activation interval varies depending on the plan.

Step 3: Set an action to add a record in Salesforce

1.Return to the flow. Next, click on the "Add Record" icon.

2. Enter the account information to connect with Salesforce.
Select "Add Record" as the action to execute.

3. Connect the database.
Enter the My Domain URL and the API reference name of the object.
For how to check the API reference name, please refer to the link below.

How to check each API reference name in Salesforce

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4. Enter the values for the record to be added.
Once the setup is complete, perform a test, and if there are no issues, save it.

5. This completes the flow of 【Registering order information in Salesforce when order information is created in Squarespace】.

Step 4: Test and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

By utilizing Yoom's templates, you can easily set up without having to learn complex operations.
Try this convenient flow from the link below.

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Other Examples of Automation Using Squarespace and Salesforce

There are many other examples of automation using Squarespace and Salesforce at Yoom, so here are a few.

1. This is a flow that sends a notification to Slack when order information is created in Squarespace.
By utilizing this flow, you can automatically receive notifications in Slack triggered by order occurrences in Squarespace.
This allows you to immediately grasp the latest order status and enables prompt customer response.

2. This is a flow that adds a ToDo object registered in Salesforce to Microsoft Excel.
When a ToDo object is registered in Salesforce, the necessary information is automatically added to Microsoft Excel.
This allows the person in charge to be freed from the hassle of inputting and to focus on important tasks such as processing ToDos and customer support.

3. This is a flow to save files to Google Drive when the status is changed in Salesforce
When the status changes in Salesforce, the related files are automatically saved to Google Drive.
By utilizing this template, staff can be freed from the task of saving files and focus on important tasks such as customer support and sales activities.

Summary

With the integration of Squarespace and Salesforce, order information created in Squarespace is automatically added to the Salesforce object.
This allows for flexible handling of increased order volumes due to business expansion, ensuring efficient management continues.
Even those looking to challenge automation can feel secure using Yoom. No complicated operations or knowledge are required; simply follow the on-screen instructions for easy setup.
By integrating the apps you usually use, tasks become simpler.
Consider implementing this as a step towards improving business efficiency.