Create Square customers from new or updated Zoho CRM leads
Stay on top of your sales with this efficient workflow. When new or updated leads come in via Zoho CRM, customer profiles are immediately created in Square. Managing leads is hassle-free and streamlined, so you can focus more on making sales and less on administrative tasks. Transform your lead handling process with this balanced mix of efficiency and simplicity.
Stay on top of your sales with this efficient workflow. When new or updated leads come in via Zoho CRM, customer profiles are immediately created in Square. Managing leads is hassle-free and streamlined, so you can focus more on making sales and less on administrative tasks. Transform your lead handling process with this balanced mix of efficiency and simplicity.
- When this happens...New 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.
- automatically do this!Create Customer
Triggers when a new customer is created.
- Free forever for core features
- 14 day trial for premium features & apps
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