Square + Really Simple Systems CRM Integration

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Square + Really Simple Systems CRM Integration

Create Really Simple Systems CRM deal from new Square transaction

If you use Square to process payments, you can now use this integration to create deal in Really Simple Systems CRM 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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Square + Really Simple Systems CRM Integration

Create Really Simple Systems CRM contact from new Square transaction

If you've been using Square to power your online payments, you'll be happy to know that integration with Really Simple Systems CRM will make it even easier for you to keep track of your payments and contact.

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!
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Square + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Square transaction

If you're using Square to process your payments, you can easily create task in Really Simple Systems CRM for each transaction. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

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!
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Square + Really Simple Systems CRM Integration
1.
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
2.
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM
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Integrate Square & Really Simple Systems CRM In 1 Click
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