Integrating Birdeye with Squarespace
Squarespace CRM is a powerful tool designed to streamline customer relationship management for businesses of all sizes. Integrated within the Squarespace platform, this CRM solution offers users a comprehensive set of features to manage interactions with clients, track sales leads, and enhance overall customer engagement. With its intuitive interface and seamless integration with other Squarespace tools, the CRM allows businesses to maintain organized customer data, automate communication, and analyze performance metrics, enabling them to build stronger relationships and drive growth. In this article, we will explore the key features of Squarespace CRM and how it can benefit your business.
Once Squarespace is integrated with Birdeye, information will be pulled from Squarespace once every day from the list of orders marked as paid from the previous day. Birdeye collects your client's first name, last name, email address and phone number and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for Squarespace:
Trigger Name |
Trigger Description |
Squarespace Order Fulfilled Trigger |
This trigger is used to fetch customers' data based on the order fulfilled. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.
STEPS TO GET THE WEBSITE API KEY
1. Click the 'Squarespace Login' link and enter your credentials to access the dashboard.
2. After logging in, you'll be redirected to the dashboard. Locate the website you want to integrate, click the three dots next to it, and select 'Settings' from the dropdown menu.
3. In the Settings menu, scroll down to the 'Developer Tools' section and click on 'Developer API Keys.'
4. On the Developer API Keys page, click 'Generate Key,' and a popup will appear.
5. In the popup, enter a name for the key (any name of your choice), scroll down to select the 'Order and Profile Read' option, and click 'Generate Key.'
6. Copy the key and have the client save it immediately, as it will only be shown once. If the key is lost, you will need to repeat the process from step 4 to generate a new one.
