
Popular EspoCRM + Square Workflows


Create Square event for new EspoCRM contact

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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EspoCRM 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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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.
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