Create Square customers from new or updated Zoho CRM contacts
Effortlessly maintain up-to-date customer records in Square by connecting it with Zoho CRM. With this workflow, each time a contact is added or updated in Zoho CRM, the customer information will be instantly transferred to Square, allowing for seamless organization and management of customer data. Streamline your sales process and focus on what matters most - building customer relationships.
Effortlessly maintain up-to-date customer records in Square by connecting it with Zoho CRM. With this workflow, each time a contact is added or updated in Zoho CRM, the customer information will be instantly transferred to Square, allowing for seamless organization and management of customer data. Streamline your sales process and focus on what matters most - building customer relationships.
- When this happens...New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
- automatically do this!Create Customer
Triggers when a new customer is created.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It