Copper + Square

Create Square customers from new Copper leads

Easily streamline your sales process with this Copper and Square integration. When a new lead is added in Copper, this workflow will create a customer in Square, keeping your customer information up-to-date across both platforms. Spend less time manually managing contacts and focus on growing your business with this efficient automation.

Easily streamline your sales process with this Copper and Square integration. When a new lead is added in Copper, this workflow will create a customer in Square, keeping your customer information up-to-date across both platforms. Spend less time manually managing contacts and focus on growing your business with this efficient automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    SquareSquare
    Create Customer

    Triggers when a new customer is created.

    ActionWrite
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Supported triggers and actions

    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It