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Integrate Odoo CRM with Square

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

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About Odoo CRM

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.

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

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Best ways to Integrate Odoo CRM + Square

  • Odoo CRM Integration Square Integration

    Odoo CRM + Square

    Create Customer to SquareUp from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Square Integration Create Customer
  • Odoo CRM Integration Square Integration

    Odoo CRM + Square

    Create Order to SquareUp from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Square Integration Create Order
  • Odoo CRM Integration Square Integration

    Odoo CRM + Square

    Create Customer to SquareUp from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Square Integration Create Customer
  • Odoo CRM Integration Square Integration

    Odoo CRM + Square

    Create Order to SquareUp from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Square Integration Create Order
  • Odoo CRM Integration Odoo CRM Integration

    Square + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Customer in SquareUp Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo CRM & Square Integrations Work

  1. Step 1: Choose Odoo CRM 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 Odoo CRM to Square.

    (2 minutes)

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

Integration of Odoo CRM and Square

Odoo CRM

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.

Square

Integration of Odoo CRM and Square

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.

Benefits of Integration of Odoo CRM and Square

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.