EngageBay CRM + Square Integration

Connect EngageBay CRM to Square - Automate your workflows in 1-click

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Ready workflows for EngageBay CRM + Square Integration

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Create EngageBay CRM 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 EngageBay CRM 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 EngageBay CRM.

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Create EngageBay CRM contact for new Square customer

Square + EngageBay CRM Integration

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Create Square customer for new EngageBay CRM contact

EngageBay CRM + Square Integration

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Create Square event for new EngageBay CRM contact

EngageBay CRM + Square Integration

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When Customer is created in Square > Search contact by email in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Square + EngageBay CRM Integration

Activate

When Customer is created in Square > Check any condition > Search contact by email in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Square + EngageBay CRM Integration

Activate

When Customer is created in Square > Search contact in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Square + EngageBay CRM Integration

Activate

When Customer is created in Square > Check any condition > Search contact in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Square + EngageBay CRM Integration

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Create Your Own EngageBay CRM & Square Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between EngageBay CRM & Square

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Choose the app you want to connect Gmail with...

Contact is created in EngageBay CRM
Contact is updated in EngageBay CRM
Owner is created in EngageBay CRM
Deal is created in EngageBay CRM
Deal is updated in EngageBay CRM
Form is submitted in EngageBay CRM
List is created in EngageBay CRM
Company is created in EngageBay CRM
Company is updated in EngageBay CRM
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

Create a contact in EngageBay CRM
Update contact in EngageBay CRM
Search contact by email in EngageBay CRM
Add tag to a contact in EngageBay CRM
Remove tag from contact in EngageBay CRM
Search contact in EngageBay CRM
Add contact to a form in EngageBay CRM
Create a company in EngageBay CRM
Search company in EngageBay CRM
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

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate EngageBay CRM & Square 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 EngageBay CRM & Square 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 EngageBay CRM or Square With 1100+ Other Apps

EngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.

See EngageBay CRM Integrations

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