Create Square customers from new Beside leads
Streamline your lead management process effortlessly. When a new lead is added in the Beside app, this workflow creates a new customer in your Square account instantly. This seamless integration ensures an efficient transition from lead to customer, saving valuable time and enhancing productivity in your business processes.
Streamline your lead management process effortlessly. When a new lead is added in the Beside app, this workflow creates a new customer in your Square account instantly. This seamless integration ensures an efficient transition from lead to customer, saving valuable time and enhancing productivity in your business processes.
- When this happens...Lead
Triggers when a new lead communicates with you or you communicate with a new lead.
- automatically do this!Create Customer
Triggers when a new customer is created.
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