SalesRabbit + Square
Create new Square customers from new or updated SalesRabbit leads
Boost your efficiency with this workflow that bridges SalesRabbit and Square. As soon as a lead is updated or created in SalesRabbit, this automation creates a new customer in Square. It simplifies the customer onboarding process, ensuring fresh leads are always ready for transactions, thus streamlining your sales operations.
Boost your efficiency with this workflow that bridges SalesRabbit and Square. As soon as a lead is updated or created in SalesRabbit, this automation creates a new customer in Square. It simplifies the customer onboarding process, ensuring fresh leads are always ready for transactions, thus streamlining your sales operations.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Create Customer
Triggers when a new customer is created.
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EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
Item Type
Try It
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
New Appointment
Triggers when a new appointment is created.
Try ItNew Customer
Triggers when a new customer is created.
Try It
