Create new Salesforce records from new Square appointments
Streamline your scheduling and management processes with this convenient workflow. When a new appointment is made in Square, a corresponding record is instantly created in Salesforce. This ensures all your essential business data is stored in one place, easing record-keeping and enhancing customer relationship management. Keep your team updated and business optimized with this seamless process.
Streamline your scheduling and management processes with this convenient workflow. When a new appointment is made in Square, a corresponding record is instantly created in Salesforce. This ensures all your essential business data is stored in one place, easing record-keeping and enhancing customer relationship management. Keep your team updated and business optimized with this seamless process.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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