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Integrate Square with SharpSpring

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

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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 SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

SharpSpring Integrations

Best ways to Integrate Square + SharpSpring

  • Square Integration SharpSpring Integration

    Square + SharpSpring

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

    Square + SharpSpring

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

    Square + SharpSpring

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

    Square + SharpSpring

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

    Square + SharpSpring

    Update Opportunity in SharpSpring when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    SharpSpring Integration Update Opportunity
  • 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 + SharpSpring in easier way

It's easy to connect Square + SharpSpring 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 Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

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

How Square & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Integration of Square and SharpSpring

Square?

Square is a Point-of-sale (POS. top that allows you to take payments from customers. It has a free and a premium version, but the free version has limitations on processing and storage. The premium version, which I use, is loaded with features and has no limits. This app integrates with others such as Paypal, Google, and Shopify. It also allows you to make sales estimates, send invoices, track inventory, and accept payments from customers. In short, it can do everything that any other POS system can do at a fraction of the cost.

SharpSpring?

SharpSpring is a marketing automation top that is used for email marketing. It allows you to send out emails to customers, set up drip campaigns, manage leads, etc. For example, if a customer signs up for a course I teach, I can have SharpSpring send them an email with a link to sign up for the next course in the series. SharpSpring also allows you to integrate with other tops such as Square and Mailchimp. In short, it can do everything that any other marketing automation top can do at a fraction of the cost.

Integration of Square and SharpSpring

Integration of Square and SharpSpring is easy. There are two options available. The first option is through SharpSpring’s integrated app store or through Google Sheets. The second option is through a Zapier integration. Both options work great and are easy to set up.

Benefits of Integration of Square and SharpSpring

Integrating these two tops enable you to automate your business. You can set up an email drip campaign that automatically sends out emails when a lead fills out a form on your website or when they purchase a product from your website. You can automate your payrpl by integrating with a service such as Gusto. You can also automate your accounting by having the money from each sale automatically go into a specified bank account every day, for example. If you don’t already have a business, you can use this integration to start one instantly without going through the hassle of setting up a merchant account and acquiring customers one at a time. If you already have a business, you can improve your profit margin by using this integration to automate your sales funnel.

The process to integrate Square and SharpSpring 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.