ClickFunnels Classic + Square

Create contact profiles in ClickFunnels for new Square payments

Save time and effortlessly keep your customer information updated with this automation. When a new payment is processed in Square, this workflow will create a contact profile in ClickFunnels. Set up this seamless workflow to stay organized and never miss out on crucial customer information again.

Save time and effortlessly keep your customer information updated with this automation. When a new payment is processed in Square, this workflow will create a contact profile in ClickFunnels. Set up this seamless workflow to stay organized and never miss out on crucial customer information again.

  1. When this happens...
    SquareSquare
    New Payment

    Triggers when a new payment is created.

    TriggerScheduled
  2. automatically do this!
    ClickFunnels ClassicClickFunnels Classic
    Create Contact Profile

    Create or update a Contact Profile for an email.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Square triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Scheduled
    Try It
  • Square triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Order Status

    Trigger
    Scheduled
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • Item Type

    Trigger
    Scheduled
    Try It
    • LocationRequired

    Trigger
    Scheduled
    Try It
    • Location

    Trigger
    Scheduled
    Try It
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
clickfunnels-classic logo
clickfunnels-classic logo

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.

Related categories

  • Marketing Automation

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square logo
square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
Learn more

Related categories

  • eCommerce
  • Payment Processing

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