Popular Square + EspoCRM Workflows
Create Square event for new EspoCRM contact
Create EspoCRM contact from new Square transaction
With this integration, when a transaction is added in Square, a contact will automatically be created in EspoCRM. This makes it easy to keep track of your payments and contact data all in one place.
So if you're already using Square and EspoCRM, be sure to check it out!
Create EspoCRM task for new Square transaction
Creating a task for each transaction will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Square and EspoCRM accounts, and we'll take care of the rest!
Create EspoCRM contact for new Square customer
When Customer is created in Square > Search contact in EspoCRM > Check any condition > Create contact in EspoCRM
When Customer is created in Square > Search contact in EspoCRM > Check any condition > Create lead in EspoCRM
When Customer is created in Square > Search lead in EspoCRM > Check any condition > Create contact in EspoCRM
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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 IntegrationsEspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.
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