Add customer information to Square when a contact is added in Close

■Overview

Do you manually enter the same customer information into both Close, which you use for sales activities, and Square, which you use for payments and customer management? Double data entry is not only time-consuming but can also lead to human errors such as input mistakes. With this workflow, whenever a new contact is added to Close, the information can be automatically registered in Square. Automate the integration between Square and Close to streamline the tedious task of registering customer information.

■Who This Template Is For

• Anyone who uses Close and Square together and finds manually entering customer information time-consuming
• Anyone who wants to streamline customer data management by connecting information between Square and Close
• Anyone who wants to automate routine tasks between SaaS applications and focus on their core business

■Benefits of This Template

• Automatically register customer information in Square when a contact is added to Close, eliminating duplicate data entry and reducing the time spent on manual work
• Eliminate manual data transfers to prevent human errors such as input mistakes and missed registrations, helping maintain data accuracy

■Flow Bot Steps

1. First, connect Close and Square to Yoom
2. Next, select Close as the trigger and set the action to “When a new contact is added”
3. Next, set the AI feature action “Extract text” as an operation to extract the customer name, contact details, and other information from the data retrieved by the trigger
4. Finally, set Square’s “Register customer information” action as an operation, then map and register the extracted information

■Customizing This Workflow

• In the operation that registers customer information in Square, choose which information retrieved from the Close trigger should be mapped to each field, such as name, email address, and phone number

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts

■Notes‍

• Connect both Close and Square to Yoom.