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.
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.Freshsales Integrations
Square + FreshsalesUpdate Lead in Freshsales when New Customer is created in SquareUp Read More...
Square + FreshsalesUpdate Lead in Freshsales when New Transaction is created in SquareUp Read More...
It's easy to connect Square + Freshsales without coding knowledge. Start creating your own business flow.
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.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Creates a customer.
Creates an order.
Creates or updates the target CatalogObject
Creates a new lead.
Updates an existing lead.
So, first of all, what is Square? It’s a payment processor and point-of-sale (POS. system. Basically, you can use it to process credit cards when you are selling a product or service. It’s especially useful for small businesses because the charges are affordable. Even if your business is not very big, with Square you can still make a lot of sales and earn a decent income. Moreover, you don’t need to install any software on your computer to use this platform.
Another great benefit of using Square is that you can accept payments from anyone, regardless of where they live and what currency they use. It works as a credit card terminal and is easily portable. Since it is very lightweight, you can take it with you wherever you go. This means that you won’t have to worry about losing money from your sales because people will be able to pay you in cash. It also comes with a free iPad app so that you don’t need to carry around anything else. In addition to that, it has a built-in scanner capable of converting images into usable data, which means that you can use pictures of your products as invoices.
Besides these features, Square is very easy to use because there are no complicated configurations and forms to fill out. You just need to connect the card reader to your phone, register a business account, and you are ready to go. Once you do that, you can get started right away and start making some sales without any problems at all.
Now that we know what Square is, we can talk about integration between Square and Freshsales. The integration between them allows merchants to seamlessly send their orders to Freshsales and automatically create an invoice for each one of them. It also allows merchants to accept payments via Square and automatically sync the new data with Freshsales. This means that customers will be able to pay their invoices directly from Freshsales and won’t waste time searching for their invoices online or taking time out of their day to go to places for their payments.
The main advantage of integrating Square with Freshsales is that it lets merchants accept payments from their customers directly on Freshsales. Thus, the only thing they need to do is to send the order data from Square to Freshsales via API, which requires a minimal amount of time and work. This helps merchants avoid double entry of data and increases their productivity at the same time. This integration also eliminates the need for customers to transfer their invoices from their POS system to Freshsales or look for their invoices whenever they want to pay them. Another great benefit is elimination of fraudulent transactions and cancellations, which are very frequent in traditional payment methods such as PayPal. With Square integrated with Freshsales, merchants will be able to receive payments directly on Freshsales and can immediately mark them as complete if everything goes well or cancel them if something happens. This feature is especially useful for B2B transactions since businessmen usually prefer using online invoicing but rarely have an opportunity to receive payments online thanks to slow verification processes.
The process to integrate Square and Freshsales 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.