Create leads in Salesforce from new customers in Square
Effortlessly capture every new customer detail from your Square account straight into your Salesforce dashboard. This workflow turns every new Square customer into a lead in Salesforce, ensuring you never miss a potential business opportunity. Perfect for businesses that emphasize sales growth and customer relationship management, this workflow saves time, reduces data-entry errors, and helps keep your sales records up-to-date.
Effortlessly capture every new customer detail from your Square account straight into your Salesforce dashboard. This workflow turns every new Square customer into a lead in Salesforce, ensuring you never miss a potential business opportunity. Perfect for businesses that emphasize sales growth and customer relationship management, this workflow saves time, reduces data-entry errors, and helps keep your sales records up-to-date.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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