Create or find customer in Square from Calendly invitee details
Create or find customer in Square from Calendly invitee details
Create a customer profile in Square when an invitee schedules an event in Calendly. Capture and validate all relevant information for faster onboarding and improved customer engagement.
Workflow preview:
Zap details:
Overview
Create a customer profile in Square when an invitee schedules an event in Calendly. Capture and validate all relevant information for faster onboarding and improved customer engagement.