How to connect Square + LeadConnector
Zapier lets you send info between Square and LeadConnector automatically—no code required.
When this happens...
Triggers when a new customer is created.
automatically do this!
Adds new account for agency
- New CustomerTriggers when a new customer is created.Trigger
- New OrderTriggers when a new order is processed.Trigger
- Create CustomerCreates a customer.Action
- Pipeline Stage ChangedThe pipeline stage was updated for an opportunityTrigger
- Add AccountAdds new account for agencyAction
- Add/Update ContactAdds or updates an existing contact.Action
- Add/Update OpportunityAdds or updates an existing opportunity.Action
- Add Lead to CampaignAdds a lead to an existing campaign.Action
Stops all campaign for a lead.
Adds a task to the account.
- Step 1: Authenticate Square + LeadConnector.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.