Create new person on Revamp CRM for new Square Customers

Tracking customers in your CRM is an excellent way to ensure that you’re logging all your customer activity. But manually keeping that information up-to-date can be a time-consuming task. With this Square-Revamp CRM integration activated, Zapier will automatically add a new person in Revamp CRM whenever a new customer is placed on your Square account.

 

How it works

  1. A new customer is found on Square
  2. Zapier creates a new person in Revamp CRM

 

What you need

  • Revamp CRM account
  • Square account