Square + Overloop Integration

Connect Square to Overloop in 1 click

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Popular Square + Overloop Workflows

Create Overloop contact for new Square transaction

If you're using Square to process payments on your website, you may want to create a corresponding contact in Overloop for each transaction. When a transaction is added in Square, this automation will automatically create the contact and populate it with the relevant information.

This allows you to keep track of your billing activity and generate reports from within Overloop.

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Create Overloop contact for new Square customer

Square + Overloop Integration

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Create Overloop deal from new Square transaction

If you use Square to process payments, you can now use this integration to create deal in Overloop right from the transaction screen.

This will save you time by automatically creating a deal for each transaction made through Square. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.

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Create Overloop deal for new Square customer

Square + Overloop Integration

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Create Square customer for new Overloop contact

Overloop + Square Integration

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Create Square event for new Overloop contact

Overloop + Square Integration

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Create Square event for new Overloop company

Overloop + Square Integration

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When Customer is created in Square > Search contact in Overloop > Check any condition > Create new contact in Overloop

Square + Overloop Integration

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When Customer is created in Square > Search contact in Overloop > Check any condition > (If condition matches) > Update contact in Overloop > (Else) > Create new contact in Overloop

Square + Overloop Integration

Activate

When Customer is created in Square > Check any condition > Search contact in Overloop > Check any condition > (If condition matches) > Update contact in Overloop > (Else) > Create new contact in Overloop

Square + Overloop Integration

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When Deal is created in Overloop > Create booking in Square

Overloop + Square Integration

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Payment is failed in Square
Payment is successful in Square
Payment is created (all status) in Square
Customer is created in Square
Order is created in Square
Contact is created in Overloop
Contact is replied in Overloop
Exclusion List Item is created in Overloop
Campaign is created in Overloop
Workflow is created in Overloop
Pipeline is created in Overloop
Stage is created in Overloop
Organization is created in Overloop
Deal lost in Overloop
Deal won in Overloop
Deal is created in Overloop
User is created in Overloop
List is created in Overloop

Create customer in Square
Search customer in Square
Add customer to group in Square
Create booking in Square
Get order by Id in Square
Create paid order in Square
Get customer by Id in Square
Create new contact in Overloop
Search contact in Overloop
Enroll contact in workflow in Overloop
Enroll deal in workflow in Overloop
Add contact to exclusion list in Overloop
Update contact in Overloop
Remove contact from exclusion list in Overloop
Search organization in Overloop
Create new organization in Overloop
Update organization in Overloop
Create new deal in Overloop
Search deal in Overloop
Mark deal as lost in Overloop
Mark deal as won in Overloop
Update deal in Overloop
Enroll organization in workflow in Overloop
Search email in Overloop

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Integrate Square & Overloop In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Square & Overloop with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Square & Overloop With 1100+ Other Apps

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 Integrations

Overloop is a CRM designed for outbound sales teams that helps with lead generation, pipeline management, cold email campaigns, LinkedIn extension, email finder and syncing, deal probability and forecasting, sales automation, statistics and reporting.

See Overloop Integrations

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Square + Overloop Integration

Connect Square to Overloop in 1 click

Popular Square + Overloop Workflows

Create Overloop contact for new Square transaction

Create Overloop contact for new Square customer

Create Overloop deal from new Square transaction

Create Overloop deal for new Square customer

Create Square customer for new Overloop contact

Create Square event for new Overloop contact

Create Square event for new Overloop company

When Customer is created in Square > Search contact in Overloop > Check any condition > Create new contact in Overloop

When Customer is created in Square > Search contact in Overloop > Check any condition > (If condition matches) > Update contact in Overloop > (Else) > Create new contact in Overloop

When Customer is created in Square > Check any condition > Search contact in Overloop > Check any condition > (If condition matches) > Update contact in Overloop > (Else) > Create new contact in Overloop

When Deal is created in Overloop > Create booking in Square

Create Your Own Square & Overloop Integration In Clicks

Integrate Square & Overloop In 1 Click
And Save Time & Money Both

You Can Also Integrate Square & Overloop With 1100+ Other Apps

❤Trusted by 10,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Square + Overloop Integration

Connect Square to Overloop in 1 click

Popular Square + Overloop Workflows

Create Your Own Square & Overloop Integration In Clicks

Integrate Square & Overloop In 1 Click And Save Time & Money Both

You Can Also Integrate Square & Overloop With 1100+ Other Apps

❤Trusted by 10,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Square & Overloop In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.