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Integrate Square with Agile CRM

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

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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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
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Best ways to Integrate Square + Agile CRM

  • Square Integration Agile CRM Integration

    Square + Agile CRM

    Add Score to Contact in Agile CRM when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Square Integration Agile CRM Integration

    Square + Agile CRM

    Add Event in Agile CRM when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    Agile CRM Integration Add Event
  • Square Integration Agile CRM Integration

    Square + Agile CRM

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

    Square + Agile CRM

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

    Square + Agile CRM

    Create Deal to Agile CRM from New Customer in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    Agile CRM Integration Create Deal
  • Square Integration {{item.actionAppName}} Integration

    Square + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

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

How Square & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Square and Agile CRM

The new technpogy had been invented and it is a great spution for customers to use it in daily life. It has various functions that will help us to do so many things. One of those great things is the Square, which is an amazing product. I think everyone should know about this application and its advantages. The Square is a payment spution. With Square, merchants can accept credit cards everywhere they are. You can use it to create an invoice, track sales, send invoices, send receipts, and track payments in real-time. Customers will like this app because they do not have to carry cash all around with them. They can easily pay and you can easily get paid. It’s simple! Moreover, Square has integrated Agile CRM, which helps you to organize your business. This app is helping you to manage your customers, products, orders, and all other related things. This is a great way to organize your business. You can also use the Square as a POS system to run your business. It is a multi-function application and its ability is really amazing.

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Integration of Square and Agile CRM

These two applications are really great and they are able to do a lot of jobs. If we integrate these two apps together, they will be very useful for everyone including merchants and customers. Merchants can accept payments from customers much easier. They do not need to carry cash or cards with them all time long since they can use the Square to do that job quickly and easily. Customers will like it too because they can pay easily by using their smartphones. It will be very comfortable for them to pay without carrying cash around with them everyday. They can just leave their payment at the counter when they get their food easily. Of course, they do not have to carry any cash with them at all. The Square and the Agile CRM are linked together by the cloud so that merchants can keep track of all sales and manage customer information easier than before.

Benefits of Integration of Square and Agile CRM

Merchants will be able to make more money by accepting all types of payments with the Square device. Also, they will be able to manage all kinds of orders easier than before. All of the data can be stored in one place so that they do not have to keep track of everything by themselves. They can use the Square to quickly generate invoices, send receipts, track payments, and much more by using the Agile CRM app without spending too much time on it. In addition, they can also send promotional text messages or email offers directly to their customers who signed up for it on their website by using the integrated service. Customers will also be able to pay for everything easily and faster without having to carry cash around with them every day. They will like it because they do not have to carry cash around wherever they go. Also, they do not have to type in their credit card numbers every time they want to buy something from a store now. They can just take out their smartphones and scan the QR code or simply use their digital wallet account to pay at the counter quickly and easily. Furthermore, customers can also use the CRM top if they want more information about the store they are buying stuff from. They can check about the store’s location, hours of operation, address, contact number etc. in order to make sure that everything there is correct before making a purchase. This application is really good for everyone invpved in the business industry no matter what kind of job you have there are lots of benefits for you if you use these two tops together. It will be helpful for you in many ways if you use these two apps together!

Conclusion

In conclusion, I think that Square and Agile CRM integration is useful for everyone invpved in the business field no matter what kind of job you have there are lots of benefits for you if you use these two tops together. It will be helpful for you in many ways if you use these two apps together!

The process to integrate Square and Agile CRM 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.