Salesforce + Square
Create new customers in Square from new records in Salesforce
Create a seamless connection between your sales and customer management with this Salesforce to Square workflow. When a new record is made in Salesforce, it immediately leads to the creation of a new customer in Square. This intuitively designed workflow not only streamlines your processes but also ensures all your customer details are consistently updated and managed efficiently. Ideal for businesses using both platforms, this workflow simplifies your tasks, saving you valuable time.
Create a seamless connection between your sales and customer management with this Salesforce to Square workflow. When a new record is made in Salesforce, it immediately leads to the creation of a new customer in Square. This intuitively designed workflow not only streamlines your processes but also ensures all your customer details are consistently updated and managed efficiently. Ideal for businesses using both platforms, this workflow simplifies your tasks, saving you valuable time.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
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