Setting Up an Automatic Form Response on Squarespace
Streamline your workflow with ease
Quick question: can you send an automatic welcome email to anyone who submits a form on your Squarespace website? The answer is no and yes. No in terms of default functionality, as this is simply not something Squarespace can do, and yes in terms of being able to achieve this with a little bit of tinkering with Zapier.
In this article, we'll show you how to connect Squarespace with Zapier, allowing you to effortlessly send automatic responses - from your Gmail account or any other major email provider. And also keep a record of your submitted forms in Google Sheets or Airtable. Let's dive in!
Create your Squarespace form
Start by logging into your Squarespace account and navigating to the page where you want to add the form or where you have it already. Make sure you include all the necessary and relevant fields.
Connect Squarespace to Zapier
Zapier acts as the bridge between your Squarespace form and other applications, such as Gmail and Airtable. If you don't already have a Zapier account, sign up for one (they offer a free plan) and log in.
If you plan to use Gmail to manage your autoresponder emails, you can start with this pre-made Squarespace + Zapier template.
Create a new Zap
If you didn’t start with the template above, no worries, you can set things up from scratch very quickly too. Once you're in Zapier, click the "Make a Zap" button to start creating your automation. In the trigger app search bar, type "Squarespace" and select it as the trigger app. Choose the specific trigger event - "New Form Submission."
Connect your Squarespace account
To integrate your Squarespace account with Zapier, you'll need to provide your Squarespace API key. Follow the instructions on Zapier to generate an API key from your Squarespace account - here’s also an official Squarespace tutorial on how to do just that. Copy the API key and paste it into the appropriate field on Zapier.
Zapier will ask you to test the trigger by fetching a sample form submission. Follow the prompts to ensure that Zapier can successfully retrieve the data from your Squarespace form.
Set up the Zapier action
Now that your trigger is working smoothly, it's time to set up the action step. Search for "Gmail" in Zapier and select it as the action app. Choose the specific action event, such as "Send Email." Connect your Gmail account by following the authentication process.
Alternatively, you can search for other solutions Zapier offers - like connecting to a Microsoft account or the Zapier native email sending tool. Simply follow Zapier prompts to set up the correct trigger.
Customize the email template
Craft a friendly and personalized email template by filling the body field in Zapier - one that will be sent as an automatic response to form submissions. You can dynamically include the submitted form data by using placeholders provided by Zapier, such as {{form field name}} like “First name” or “topic” or whatever field you have set up. Make sure to proofread and test the email before moving forward.
Zapier will ask you to send a test email to ensure that everything is working correctly. Verify that the email is being sent as expected and contains the correct form data.
Record form responses into Google Sheets and/or Airtable
This is an optional step but we still recommend you go with it as it will allow you to more easily manage all your form submissions.
Since you can have multi-step Zaps, you can add one following your “email” step and use the form data again to pass it to a storage service like Google Sheets or Airtable. Both are pretty straightforward - we recommend using Airtable only because it offers more powerful data organization tools, but if all you need is basic storage - Google Sheets is your answer. By the way, Squarespace can save form submissions in Google Sheets out of the box (you can configure this within the form settings).
To store form responses in Airtable, you'll need to create another action step in Zapier, search for "Airtable" and select it as your action. Connect your Airtable account (don’t forget to create one beforehand if you don’t have one already) and select the specific table where you want to store the form responses. Map the form fields to the appropriate columns in Airtable.
Test the final Zap
Zapier will ask you to send a test form submission to Airtable. Confirm that the form data is being recorded accurately in your chosen Airtable table.
Activate your Zap and… that’s it! You have successfully set up an automatic form response on Squarespace using Zapier. By connecting your Squarespace form to a Gmail account, you can send personalized automatic responses, saving time and improving your communication. At the same time, recording form responses into Airtable / Google Sheets ensures that you have a centralized and organized database of valuable information.
Now that your Zap is up and running, every time someone submits a form on your Squarespace website, Zapier will trigger the process, sending an automatic response email from your Gmail account and recording the data into Airtable. This seamless integration will streamline your workflow and enhance your overall efficiency.