Add customer information to Square when a Contact matching specific conditions is added in Close

■Overview

When registering contact information managed in Close with Square for payments or reservations, manually entering the same data twice can be time-consuming. Input errors may also disrupt communication with customers.
This workflow automatically registers customer information in Square whenever a new contact is added to Close. By connecting Square and Close, you can streamline these routine tasks and focus on more important work.

■Who This Template Is Recommended For

• Anyone who uses both Close and Square and struggles with manually entering customer information
• Sales professionals who want to automate customer registration in Square from sales lists managed in Close
• Store operators and managers who want to streamline customer management and reduce human error

■Benefits of Using This Template

• Customer information is automatically registered in Square when a contact is added to Close, reducing the time previously spent on manual data entry.
• Eliminating manual data transfers reduces the risk of human errors such as incorrect entries and missed registrations, helping maintain data accuracy.

■Workflow 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. Then, set up branching in the operation so that only contacts meeting specific conditions continue through the workflow.
4. Next, select the AI feature “Extract Text” in the operation to extract the information required for registration in Square from the Close contact details.
5. Finally, set the Square “Register Customer Information” action in the operation to register the extracted information in Square.

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

■Customizing This Workflow

• For the branching function, set the conditions for narrowing down which contacts to register in Square based on the contact information retrieved from Close. For example, you can target only contacts with a specific tag.
• When registering customer information in Square, choose which information to extract from Close and which Square fields to populate, such as name, email address, and phone number.

■Notes‍

• Connect both Close and Square to Yoom.
• Branching is an operation available on the Mini plan and above. Please note that on the Free plan, the configured operation in the workflow will result in an error.
• Paid plans, such as the Mini plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.