Perfit + Square Integration

If you're using Square to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Perfit.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.

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Perfit + Square Integration

Connect Perfit with Square in a few clicks

Select 1 Click Automation

Create Perfit contact for new Square customer

When Customer is created in Square > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

When Customer is created in Square > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

When Customer is created in Square > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

When Customer is created in Square > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

When Customer is created in Square > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

When Customer is created in Square > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Create Perfit contact for new Square order

Or Create Your Own Perfit + Square Integration In Clicks

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Perfit + Square Integration

Connect Perfit with Square in a few clicks

Select 1 Click Automation

Or Create Your Own Perfit + Square Integration In Clicks

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click