Create new deals in Bigin by Zoho CRM for new invoices on Square
Generate new business opportunities with each invoice you process in Square with this smart workflow. When a new invoice is issued in Square, a new deal is directly created in Bigin by Zoho CRM. This efficient integration assists in streamlining your customer relationship management process, allowing you to turn invoicing activities into potential sales leads swiftly.
Generate new business opportunities with each invoice you process in Square with this smart workflow. When a new invoice is issued in Square, a new deal is directly created in Bigin by Zoho CRM. This efficient integration assists in streamlining your customer relationship management process, allowing you to turn invoicing activities into potential sales leads swiftly.
- When this happens...New Invoice
Triggers when a new invoice is added.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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