Workbooks CRM + Square Integration

When you make a Square in Square, be sure to create a task in Workbooks CRM! This will ensure that your team is aware of the Square and can update the books as needed.

Creating a task also allows you to track the progress of the Square and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!

With the growth of Square, many companies are looking for ways to connect their Square account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Workbooks CRM every time a customer is created in Square.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.

If you use Square as your bookkeeping software, there's an easy way to create task in Workbooks CRM. With the help of this automation, whenever you create a new order in Square, a task will automatically be created in Workbooks CRM for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!