Create Salesforce records for new Square customers
Streamline your customer management by connecting Square and Salesforce with this efficient workflow. When a new customer is added in Square, a corresponding entry is promptly created in Salesforce. This automation reduces manual data entry, freeing up your time to focus on providing outstanding customer service.
Streamline your customer management by connecting Square and Salesforce with this efficient workflow. When a new customer is added in Square, a corresponding entry is promptly created in Salesforce. This automation reduces manual data entry, freeing up your time to focus on providing outstanding customer service.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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