Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
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
Odoo CRM + SquareCreate Customer to SquareUp from New Lead/Opportunity in Odoo CRM Read More...
Square + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Customer in SquareUp Read More...
It's easy to connect Odoo CRM + Square without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when a new appointment is created.
Triggers when a new customeer occurred.
Triggers when a new order is created.
Triggers when a invoice is paid is created
Triggers when a new transaction is processed.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Creates a customer.
Creates an order.
Creates or updates the target CatalogObject
Odoo is an open source ERP software, which can be used in a variety of industries, including project management, sales, customer service, accounting, and e-commerce. Odoo has a mobile app for Android and iOS (iPhone/iPad. devices, which allows employees to access company data like email, contacts, and schedule from anywhere.
Square is an open source POS software that allows users to accept credit card payments using their mobile devices. Square provides a free card reader that attaches to the audio jack of iPhones, iPads, and other mobile devices. Square also has a mobile app for Android and iOS devices, which allows merchants to process transactions on the go.
Odoo and Square can be integrated to streamline business processes. The integration allows users of both programs to access all data in one place. For example, when a user receives customer information through Square payment processing, that information will be automatically added to Odoo CRM.
The integration of Odoo and Square allows customers of both programs to have all information about those customers in one place, thus improving customer service. For example, if a customer makes a purchase with a Square POS device, but then calls the company’s customer service line to complain about the product or service, the customer service agent will be able to view all relevant customer information in one place. In addition, sales representatives who use Square POS devices can access all customer information in real time when handling customer inquiries.
The process to integrate Odoo CRM and Square 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.