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EngageBay + Square Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About EngageBay

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

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.

Square Integrations
Square Alternatives

Looking for the Square Alternatives? Here is the list of top Square Alternatives

  • Paypal Paypal

Best ways to Integrate EngageBay + Square

  • EngageBay Square

    EngageBay + Square

    Create Customer to SquareUp from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Square Create Customer
  • EngageBay Square

    EngageBay + Square

    Create Order to SquareUp from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Contact
     
    Then do this...
    Square Create Order
  • EngageBay Square

    EngageBay + Square

    Create Customer to SquareUp from New Deal in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Deal
     
    Then do this...
    Square Create Customer
  • EngageBay Square

    EngageBay + Square

    Create Order to SquareUp from New Deal in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Deal
     
    Then do this...
    Square Create Order
  • EngageBay Square

    EngageBay + Square

    Create Customer to SquareUp from New Task in EngageBay Read More...
    Close
    When this happens...
    EngageBay New Task
     
    Then do this...
    Square Create Customer
  • EngageBay {{item.actionAppName}}

    EngageBay + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect EngageBay + Square in easier way

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

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • New Customer

    Triggers when a new customeer occurred.

  • New Transaction

    Triggers when a new transaction is processed.

    Actions
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

How EngageBay & Square Integrations Work

  1. Step 1: Choose EngageBay 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 EngageBay to Square.

    (2 minutes)

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

Integration of EngageBay and Square

  • EngageBay?
  • EngageBay is a simple and fast way to cplect leads and feedback from your website visitors. It takes only a few minutes to set up and the installation process is seamless. It allows you to manage all of your leads and feedback via an online interface and it also comes with several built-in reports and dashboards.

  • Square?
  • Square is a free card reader that plugs into your iPhone or Android device and enables you to accept credit cards from anywhere. It’s simple, easy to use, and plugs right into your smartphone. Using Square, you can accept credit cards as simply as cash. There’s no contract, no commitments, and no fees.

  • Integration of EngageBay and Square
  • “The ability for Square to process the data we cplect from our website and send it directly to our Square account is a huge time saver,” said Larry Dechter, CEO of EngageBay. “We are able to eliminate one step in the conversion funnel because it allows us to immediately capture more customer information without asking them to fill out any additional forms. Also, by adding this integration with EngageBay, Square is now able to track their customers through the entire process of converting into a paying customer. This will be extremely valuable for them in terms of making sure they are always on top of their marketing efforts”.

  • Benefits of Integration of EngageBay and Square
  • Benefits include:

    No need to input data manually – Integrating EngageBay with Square saves time by eliminating the need for you to input data manually into Square after each user completes the questionnaire on your site. It acts as a conduit between EngageBay and Square.

    Comprehensive reports – Integrated EngageBay with Square tell you exactly how many users have filled out your form, what they entered into each field, which fields they entered it into, and where on the page they were when they filled out the form. This new data provides you with even more insight about your customers so that you can make better business decisions.

    Flexible – You have complete contrp over how much or how little data you want sent to Square. Simply select which fields on your questionnaire should be sent (or not sent. to Square. You can then choose whether to send the data once the user has completed the form, or every time they fill it out throughout the day.

    “Adding EngageBay to our platform has been a great decision for our business. The integration with EngageBay gives us even more insight about our customers and helps us make better business decisions,” said Jessie Dorsey, director of business development at Square. “We are pleased to see that many companies like EngageBay are integrating with our platform to help businesses grow”.

    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.