Create customers in Square for new or updated contacts in Capsule CRM
Keep your customer data fresh and up-to-date with this workflow. When you add or update a contact in Capsule CRM, it creates a new customer in Square, ensuring consistent information across your platforms. Streamline your customer management process and maintain accurate records effortlessly.
Keep your customer data fresh and up-to-date with this workflow. When you add or update a contact in Capsule CRM, it creates a new customer in Square, ensuring consistent information across your platforms. Streamline your customer management process and maintain accurate records effortlessly.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Customer
Triggers when a new customer is created.
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