Capsule CRM + Square
Create customers in Square for new or updated contacts in Capsule CRM
Keep your customer data fresh and up-to-date with this workflow. When you add or update a contact in Capsule CRM, it creates a new customer in Square, ensuring consistent information across your platforms. Streamline your customer management process and maintain accurate records effortlessly.
Keep your customer data fresh and up-to-date with this workflow. When you add or update a contact in Capsule CRM, it creates a new customer in Square, ensuring consistent information across your platforms. Streamline your customer management process and maintain accurate records effortlessly.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Customer
Triggers when a new customer is created.
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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About Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
