Send customer feedback surveys on closed deals

When a deal is marked won in Upsales, automatically add the customer as a respondent in Squarespace Forms to gather post-sale feedback.

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See all Upsales + Squarespace Forms integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Upsales Explore Upsales →

Triggers

New contact or lead

Fires when a new contact or lead is added to Upsales.

Contact updated

Fires when a field on a contact changes in Upsales.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Upsales.

Deal won

Fires when a deal is marked won in Upsales.

Actions

Create or update contact

Creates or updates a contact in Upsales.

Create deal

Creates a new deal in Upsales.

Update record stage

Moves a deal or record to a new stage in Upsales.

Log activity

Logs a call, email, or note against a record in Upsales.

Squarespace Forms Explore Squarespace Forms →

Triggers

New form response

Fires when a form is submitted in Squarespace Forms.

Survey completed

Fires when a respondent finishes a survey in Squarespace Forms.

Response updated

Fires when an existing response is edited in Squarespace Forms.

Actions

Create or update form

Creates or updates a form or survey in Squarespace Forms.

Retrieve a response

Looks up a specific form response in Squarespace Forms.

Add a respondent

Adds a respondent or contact to a form in Squarespace Forms.

Convert form responses into CRM contacts When a prospect submits a new form response in Squarespace Forms, automatically create or update their contact profile in Upsales. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Squarespace Forms, automatically log the activity under their profile in Upsales so reps see customer sentiment. See details

See all Upsales + Squarespace Forms integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between Upsales and Squarespace Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches Upsales and Squarespace Forms's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Upsales?

Yes, inbound responses from Squarespace Forms can instantly generate new lead records or deals in Upsales without manual data entry.

Can I send survey invitations based on deal updates in Upsales?

Yes, when a deal is won or updated in Upsales, you can automatically add the contact as a respondent in Squarespace Forms to collect feedback.