Update Square customers with new Salesforce records
Effortlessly maintain customer data consistency across your Salesforce and Square platforms with this seamless workflow. When a new record is created in Salesforce, it triggers an update to the corresponding customer information in Square. This automation saves time and ensures accurate data across your business tools, letting you focus on more important tasks.
Effortlessly maintain customer data consistency across your Salesforce and Square platforms with this seamless workflow. When a new record is created in Salesforce, it triggers an update to the corresponding customer information in Square. This automation saves time and ensures accurate data across your business tools, letting you focus on more important tasks.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Update Customer
Updates a customer.
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