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ClickFunnels Classic + Square

Create ClickFunnels contact profiles for new Square appointments

Effortlessly maintain updated customer information between Square and ClickFunnels with this seamless workflow. When a new appointment is scheduled in Square, a corresponding contact profile is created in ClickFunnels, ensuring your client database remains current and organized. Save time and minimize manual data entry, allowing you to focus on providing exceptional customer experiences.

Effortlessly maintain updated customer information between Square and ClickFunnels with this seamless workflow. When a new appointment is scheduled in Square, a corresponding contact profile is created in ClickFunnels, ensuring your client database remains current and organized. Save time and minimize manual data entry, allowing you to focus on providing exceptional customer experiences.

  1. When this happens...
    SquareSquare
    New Appointment

    Triggers when a new appointment is created.

    TriggerPolling
  2. automatically do this!
    ClickFunnels ClassicClickFunnels Classic
    Create Contact Profile

    Create or update a Contact Profile for an email.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Order Status

    Trigger
    Polling
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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clickfunnels-classic logo

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.

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square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Related categories