Popular Square + Copper Workflows
Create Copper person for new Square customer
Create Square event for new Copper person
Create Square event for new Copper company
When Customer is created in Square > Search person in Copper > Check any condition > Create person in Copper
When Customer is created in Square > Search person in Copper > Check any condition > Create lead in Copper
When Customer is created in Square > Search lead in Copper > Check any condition > Create person in Copper
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Square is a commerce platform that brings the world of small business into one easy-to-use mobile app. Run your entire business - from accepting payments to tracking inventory to managing orders and more - all from one dashboard.
See Square IntegrationsCopper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
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