Create Salesforce records for new Square orders
Effortlessly streamline your sales process with this workflow that connects Square and Salesforce. Every time a new order is processed in your Square account, a corresponding record will be created in Salesforce. Save time and stay organized by automating your sales tracking and customer management.
Effortlessly streamline your sales process with this workflow that connects Square and Salesforce. Every time a new order is processed in your Square account, a corresponding record will be created in Salesforce. Save time and stay organized by automating your sales tracking and customer management.
- When this happens...New Order
Triggers when a new order is processed.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps