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Integrate Square with Keap

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

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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 Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

Keap Integrations

Best ways to Integrate Square + Keap

  • Square Integration Keap Integration

    Square + Keap

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

    Square + Keap

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

    Square + Keap

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

    Square + Keap

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

    Square + Keap

    Create Invoice to Keap from New Customer in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    Keap Integration Create Invoice
  • 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 + Keap in easier way

It's easy to connect Square + Keap 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.

  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

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

How Square & Keap 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 Keap 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 Keap.

    (2 minutes)

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

Integration of Square and Keap

Square

Square is a mobile credit card reader that is used by small businesses to process payments through an android or iOS device. It is only compatible with the iPhone 4s or later, ipad 3 or later, or ipod touch 5th generation. Square was created by Jack Dorsey in 2009. He wanted to make it easy for small businesses to take credit cards on their phones. It allows small business owners to connect to the internet without having to pay any processing fees.

Keap

Keap is a mobile application that allows merchants to manage their Square account without using a computer. It also has features that allow merchants to see all of their transactions. It also enables merchants to communicate directly with customers through email, text, or phone calls. The application is free and can be downloaded from the app store.

Integration of Square and Keap

The integration of Square and Keap has many benefits for small business owners. Keap enables merchants to have more contrp over their Square account. This helps them keep track of their business data, look at purchases made by customers, and keep track of inventory. Keap also enables merchants to communicate via email, text, or phone call with customers. This helps remind customers about their orders and notify them if there are any issues. Merchants can send photos of receipts or invoices to customers which serves as evidence that they received the product or service they paid for. It will help increase positive reviews for businesses because it will make customers feel like they are communicating with the business. Customers may also be more likely to leave positive reviews after receiving the product or service they paid for or receiving customer service advice if they are contacted by the business owner. This may make potential customers feel better about buying something from the business because they know the business cares about providing good service. Merchants will also benefit by being able to track sales and inventory easier than before. Overall this integration will provide merchants with the tops necessary to manage their business successfully and sell more products and services.

Benefits of Integration of Square and Keap

Merchants who use Square and Keap will benefit by having an easier time managing their account. They will be able to monitor sales easily and keep track of inventory so they don’t run out of items they sell frequently. They will be able to keep track of how often customers purchase specific items or services so they can figure out what products or services are most popular with their customers. This will give them information that will help them decide what other products or services they should sell. They will also be able to communicate with their customers more easily which can help them help you grow their business.

The integration of Square and Keap can benefit small business owners by making it easier for them to manage their business data, keep track of inventory, customer service, and sales. All of these factors are important for small businesses to succeed. This integration has the potential to increase the success of small businesses throughout the world.

The process to integrate Square and Keap 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.