Create customers in Square from new leads in Sprout Studio
Enhance your sales process with this seamless workflow. Now, whenever there's a new lead in your Sprout Studio, it directly creates a customer profile within your Square account. Not only does this eliminate the manual task of data entry, but it also makes sure you never miss out on important client information. Elevate your customer management efficiency with this streamlined process.
Enhance your sales process with this seamless workflow. Now, whenever there's a new lead in your Sprout Studio, it directly creates a customer profile within your Square account. Not only does this eliminate the manual task of data entry, but it also makes sure you never miss out on important client information. Elevate your customer management efficiency with this streamlined process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
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New Booking
Triggers when a lead is booked into a shoot.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Payment
Triggers when a payment is made.
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Shoot Start Date and Time
Shoot End Date and Time
Brand
Lead Source
Additional Notes
Status
Try ItNew Shoot
Triggers when a new shoot is created.
Try ItStatus
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Inquiry Date
Booking Date
Shoot Start Date and Time
Shoot End Date and Time
Brand
Lead Source
Additional Notes
Price List
Order Name
Internal Notes
Tax
Currency
Payment Schedule
Name
Qty
Taxable
Description
Price
Order Payment Date
Order Payment Amount
Order Payment Type