Integrate Customerly with Square

Appy Pie Connect allows you to automate multiple workflows between Customerly and Square

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

Want to explore Customerly + Square quick connects for faster integration? Here’s our list of the best Customerly + Square quick connects.

Explore quick connects

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Connect Customerly + Square in easier way

It's easy to connect Customerly + Square without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

How Customerly & Square Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Square as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Square.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Square

Customerly is a web-based platform that allows businesses to create, manage, and automate their customer engagement. It is used to identify potential customers, track their behavior, measure ROI of marketing campaigns, and create custom loyalty programs. It can be applied to any business or industry (B2B or B2C), it automates the process of customer retention and acquisition, and it is highly customizable. Customerly has no limits on the number of campaigns, campaigns can be deployed in minutes, and it is always free to try. It was founded by Steve Vestergaard in 2011 (

Square is a payment processor that allows anyone to accept credit cards using an iPhone, iPad, or Android device. It was founded in 2009 by Jack Dorsey, Jim McKelvey, and others ( It works with any device or tablet to bypass the need for credit card readers, cash registers, or cash. With Square’s simple tops, you can track your business’s sales to gain valuable insights. Square pays 2.75 percent per swiped transaction, 3.5 percent + 15 cents per manually entered transaction, and 2.9 percent + 30 cents per keyed transaction. It also provides analytics reports to help optimize your business operations (

Integration of Customerly and Square will allow businesses to acquire new customers, retain existing customers, and streamline their customer relationship management efforts.

Customerly helps businesses acquire new customers by offering a free trial period. After a business signs up for a free trial with Customerly, they are able to easily send out a welcome email that includes a link to a personalized landing page. The landing page allows the business to advertise offers directly to their new customers. Some of the most common offers include discounts on purchases from the store, special offers from third parties, or even access to exclusive content. Once a new customer visits the landing page, they can sign up for free trials of popular products such as Dropbox or MailChimp. This integration will help businesses grow their customer base by targeting customers through social media platforms such as Facebook and Twitter.

Customerly also helps companies retain existing customers by allowing them to build a loyalty program that rewards customers with points for every dplar spent. These points can then be redeemed for discounts on future purchases from the company. Customerly also allows customers to earn points by completing surveys about the products they purchase from the company. This helps give businesses valuable insights from their customers so they can improve their services or products in order to increase sales. In addition to building a loyalty program with Customerly, businesses can also use Customerly’s automatic fplow-up emails to remind customers about upcoming payments and encourage them to make timely payments. This not only helps businesses retain customers but also gives them more time and resources to work on increasing sales and acquiring new customers (

Square’s integration with Customerly will allow businesses to streamline their customer relationship management efforts by automatically connecting customer information between Square and Customerly. By integrating these two applications together, businesses will be able to import customer data directly from Square into Customerly’s CRM system without having to manually enter information like names and addresses onto Customerly’s website. This integration will help eliminate data entry errors and save valuable time that would have been wasted on manually entering customer information into separate databases (

When Customerly and Square are integrated together, businesses will be able to efficiently manage their customer relationships, increase sales, reduce operational costs, and create valuable loyalty programs for their customers. This integration will strengthen the relationship between businesses and their customers so they can continue improving their products and services while increasing revenues and profits (

The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm