Follow Up Boss + Square Integration

Connect Follow Up Boss to Square in 1 click

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Square + Follow Up Boss Integration

Create Follow Up Boss deal from new Square transaction

If you use Square to process payments, you can now use this integration to create deal in Follow Up Boss 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 + Follow Up Boss Integration

Create Follow Up Boss 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 Follow Up Boss 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 Follow Up Boss. 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 Follow Up Boss, be sure to check it out!
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Square + Follow Up Boss Integration

Create Follow Up Boss task for new Square transaction

If you're using Square to process your payments, you can easily create task in Follow Up Boss 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 Follow Up Boss accounts, and we'll take care of the rest!
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Follow Up Boss + Square Integration
1.
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • 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.
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss
  • 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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