LeadConnector + Square
Update Square customers when LeadConnector pipeline stages change
Effortlessly maintain your customer records with this seamless workflow between LeadConnector and Square. When a pipeline stage is changed in LeadConnector, this automation updates the corresponding customer information in Square, ensuring your data is consistently up-to-date. Save time and improve accuracy by letting this process take care of your customer updates for you.
Effortlessly maintain your customer records with this seamless workflow between LeadConnector and Square. When a pipeline stage is changed in LeadConnector, this automation updates the corresponding customer information in Square, ensuring your data is consistently up-to-date. Save time and improve accuracy by letting this process take care of your customer updates for you.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Customer
Updates a customer.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Appointment
Triggers when a new appointment is created.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Item Type
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