Zoho CRM + Square Integration

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Square + Zoho CRM Integration

Create Zoho 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 Zoho 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 Zoho 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 Zoho CRM, be sure to check it out!
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Square + Zoho CRM Integration

Create Zoho CRM module for new Square transaction

With the help of this Square - Zoho CRM integration, whenever a new transaction is created in Square, a corresponding module will be created in Zoho CRM. This module will include the data from the payment, including the transaction amount, the date of the transaction, and the name of the person who made the transaction.

This information can be used to track payments and transactions over time, and to make sure that all transactions are accounted for. Thus. this Square - Zoho CRM integration can be helpful for keeping track of expenses, or for monitoring a budget.
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Zoho CRM + Square Integration
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • 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
2.
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • 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
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