Create Square customer groups for new Microsoft Dynamics 365 CRM contacts
Effortlessly streamline your CRM and sales process by connecting Microsoft Dynamics 365 CRM and Square. When a new contact is added in your Microsoft Dynamics 365 CRM, this workflow will instantly include them as a customer in a specified group within your Square account. Save time, reduce manual data entry, and ensure your customer groups remain organized and up-to-date with this seamless automation.
Effortlessly streamline your CRM and sales process by connecting Microsoft Dynamics 365 CRM and Square. When a new contact is added in your Microsoft Dynamics 365 CRM, this workflow will instantly include them as a customer in a specified group within your Square account. Save time, reduce manual data entry, and ensure your customer groups remain organized and up-to-date with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Customer to Group
Adds a customer to a group.
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