Update Salesforce records with new Square customers
Effortlessly keep your Salesforce records up to date with this seamless workflow that activates when a new customer is added in Square. Once set up, every time a new customer is registered in Square, their information will be used to update an existing record in Salesforce. This ensures your customer data stays accurate and accessible, saving you time and boosting efficiency in managing your client base.
Effortlessly keep your Salesforce records up to date with this seamless workflow that activates when a new customer is added in Square. Once set up, every time a new customer is registered in Square, their information will be used to update an existing record in Salesforce. This ensures your customer data stays accurate and accessible, saving you time and boosting efficiency in managing your client base.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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