Update Salesforce records when new appointments are scheduled in Square
Stay on top of your Square appointments and ensure your Salesforce records are up-to-date with this workflow. Whenever a new appointment is created in Square, this automation updates the corresponding record in Salesforce, saving you time and keeping your data accurate. No more manual updates – let this process streamline your customer management.
Stay on top of your Square appointments and ensure your Salesforce records are up-to-date with this workflow. Whenever a new appointment is created in Square, this automation updates the corresponding record in Salesforce, saving you time and keeping your data accurate. No more manual updates – let this process streamline your customer management.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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