Create Revamp CRM people from new Square customers

First, we need to connect Square and Revamp CRM to Zapier.

• 

  Create Zapier account.

  Create Zapier account if you don't have one.

• 

  Connect Square to Zapier.

  Give Zapier access to your Square account, using Square credentials.

• 

  Connect Revamp CRM to Zapier.

  Give Zapier access to your Revamp CRM account, using Revamp CRM credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• 

  Set up a Trigger action for Square

  Choose the following trigger: New Customer (Triggers when a new customer is created.).

• 

  Then set up an Action for Revamp CRM

  Choose this action: Create Person (Creates a new person.).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between Square and Revamp CRM.

• 

  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create Revamp CRM people from new Square customers!