When order information is created in Squarespace, register the purchaser information in Salesforce.

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■Overview

This is a flow for registering customer information in Salesforce when order information is created in Squarespace.

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■Recommended for

1. Those who use Squarespace for business to operate an e-commerce site

・Those in charge of managing and operating their company's site

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2. Those who use Salesforce for business

・Those who want to streamline operations by integrating Squarespace and Salesforce

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■Benefits of using this template

Squarespace is equipped with extensive e-commerce features, allowing for efficient product sales and customer management, enabling smooth operation of e-commerce sites.
However, if order information from Squarespace is centrally managed in Salesforce, manual addition to Salesforce is required each time order information is created, which is inefficient.

By using this template, when order information is created in Squarespace, it can be automatically added to an object in Salesforce.
This eliminates the need for manual addition to Salesforce, allowing for efficient operations even when a large volume of order information is generated.

Additionally, since order information is consolidated in Salesforce, it becomes easier to share with team members, facilitating smooth business collaboration.

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■Notes

・Please integrate both Squarespace and Salesforce with Yoom.

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

・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.

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About the Apps You Use

Squarespace

Yoom allows you to integrate with Squarespace's API without any code, enabling the automation of various tasks. When an order is placed on Squarespace, you can connect that information to other services like Google Sheets or Slack, or automatically register product information on Squarespace.

Related apps

Squarespace

Templates using

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Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

Related apps

Salesforce