Ready workflows for Square + Really Simple Systems CRM Integration
Just click on the workflow you want to automate
Create Really Simple Systems CRM deal from new Square transaction
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.
Create Really Simple Systems CRM contact from new Square transaction
With this integration, when a transaction is added in Square, a contact will automatically be created in Really Simple Systems CRM. 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 Really Simple Systems CRM, be sure to check it out!
Create Really Simple Systems CRM 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 Really Simple Systems CRM accounts, and we'll take care of the rest!
Create Really Simple Systems CRM contact for new Square customer
Create Really Simple Systems CRM deal for new Square customer
Create Square event for new Really Simple Systems CRM contact
When Customer is created in Square > Search contact by email in Really Simple Systems CRM > Check any condition > Create contact in Really Simple Systems CRM
When Opportunity is created in Really Simple Systems CRM > Create booking in Square
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Create Your Own Square & Really Simple Systems CRM Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Square & Really Simple Systems CRM
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Integrate Square & Really Simple Systems CRM In 1 Click
And Save Time & Money Both
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 & Really Simple Systems CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
Want to automate something else in your workflow?
You Can Also Connect Square or Really Simple Systems CRM 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 IntegrationsReally Simple Systems helps track your sales, leads, manage your contact lists, automate your marketing campaigns, and provide excellent customer service. Everything is conveniently located in one place, so you can always keep track of what's going on.
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