Wealthbox CRM + Square Integration

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

This will save you time by automatically creating a opportunity 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.

If you've been using Square to power your online payments, you'll be happy to know that integration with Wealthbox 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 Wealthbox 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 Wealthbox CRM, be sure to check it out!

If you're using Square to process your payments, you can easily create task in Wealthbox 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 Wealthbox CRM accounts, and we'll take care of the rest!