Ready workflows for Square + Raynet CRM Integration
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Create Square event for new Raynet CRM person
Create Square event for new Raynet CRM company
Create Raynet CRM person from new Square transaction
With this integration, when a transaction is added in Square, a person will automatically be created in Raynet CRM. This makes it easy to keep track of your payments and person data all in one place.
So if you're already using Square and Raynet CRM, be sure to check it out!
Create Raynet CRM businesscase from new Square transaction
This will save you time by automatically creating a businesscase 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.
Create Raynet CRM businesscase for new Square customer
Create Raynet CRM person for new Square customer
When BusinessCase is created in Raynet CRM > Create booking in Square
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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 IntegrationsRaynetCRM is a CRM software designed to help businesses effectively manage customer interactions and relationships. It offers contact management, sales pipeline tracking, task management, email marketing, and reporting.
See Raynet CRM Integrations❤Trusted by 10,000+ Customers
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