Popular Salesforce + Square Workflows
Create Salesforce opportunity for new Square customer
Create Salesforce record for new Square customer
Create Square event for new Salesforce account
When Customer is created in Square > Search contact in Salesforce > Check any condition > Create contact in Salesforce
When Customer is created in Square > Search contact in Salesforce > Check any condition > Create lead in Salesforce
When Customer is created in Square > Search lead in Salesforce > Check any condition > Create contact in Salesforce
When Customer is created in Square > Search lead in Salesforce > Check any condition > Create lead in Salesforce
When Opportunity is created in Salesforce > Create booking in Square
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Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce IntegrationsSquare 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.
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