Popular Square + Concord Workflows
Create Square event for new Concord contact
Create Square event for new Concord company
Create Concord note for new Square customer
Create Concord deal for new Square customer
Create Concord contact for new Square customer
When Customer is created in Square > Search contact in Concord > Check any condition > Create contact in Concord
When Customer is created in Square > Search contact in Concord > Check any condition > Create user in Concord
When Customer is created in Square > Search user in Concord > Check any condition > Create contact in Concord
When Customer is created in Square > Search user in Concord > Check any condition > Create user in Concord
When Deal is created in Concord > Create booking in Square
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Square is a commerce platform that brings the world of small business into one easy-to-use mobile app. Run your entire business - from accepting payments to tracking inventory to managing orders and more - all from one dashboard.
See Square IntegrationsConcord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
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