Create CLOSEM contact for new Square transaction
If you're using Square to process payments on your website, you may want to create a corresponding contact in CLOSEM for each transaction. When a transaction is added in Square, this automation will automatically create the contact and populate it with the relevant information.
This allows you to keep track of your billing activity and generate reports from within CLOSEM.
See moreThis allows you to keep track of your billing activity and generate reports from within CLOSEM.
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