Integrate Square with SugarCRM
Appy Pie Connect allows you to automate multiple workflows between Square and SugarCRM
- No code
- No Credit Card
- Lightning Fast Setup
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 SugarCRM
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
SugarCRM IntegrationsLooking for the SugarCRM Alternatives? Here is the list of top SugarCRM Alternatives
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Zoho CRM
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Salesforce
Best Square and SugarCRM Integrations
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When this happens...
New Customer
Then do this...
Create Case
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When this happens...
New Transaction
Then do this...
Create Case
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When this happens...
New Lead
Then do this...
Create Customer
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When this happens...
New Lead
Then do this...
Create Order
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When this happens...
New Contact
Then do this...
Create Customer
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Square + SugarCRM without coding knowledge. Start creating your own business flow.
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New Appointment
Triggers when a new appointment is created.
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New Customer
Triggers when a new customeer occurred.
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New Order
Triggers when a new order is created.
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New Paid Invoice
Triggers when a invoice is paid is created
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New Transaction
Triggers when a new transaction is processed.
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New Case
Triggers when you add a new case
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New Contact
Triggers when you add a new contact
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New Lead
Triggers when you add a new lead
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New Opportunity
Triggers when you add a new opportunity
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New Task
Triggers when you add a new task
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New User
Triggers when you add a new user
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Create Customer
Creates a customer.
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Create Order
Creates an order.
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Upsert Catalog Object
Creates or updates the target CatalogObject
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Create Case
Create a new case
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How Square & SugarCRM Integrations Work
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Step 1: Choose Square as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SugarCRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Square to SugarCRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Square and SugarCRM
Square and SugarCRM are two different softwares. Square is a mobile and POS system and SugarCRM is a customer relationship management system. The integration of these two systems will help small business owners to manage their business more efficiently. The owners will be able to accept credit card payments, create and maintain customer database and communicate with customers through the mobile system. This integration will provide small businesses with the ability to connect with their customers or clients and keep track of their movements or interactions with them. It will also enable the owners to manage their business more efficiently and boost their revenues.
Integration of Square and SugarCRM
This integration facilitates the communication between the two softwares and enables business owners to conspidate all their data in one place. With this integration, business owners will be able to view all the information in one place. They will not need to access multiple websites to look at their business data like orders, invoices, orders, inventory, etc. This will save them time, efforts and money. Business owners can also use this integration to accept credit card payments through Square app directly from their smartphone device. Businesses will become more profitable through this integration since they will be able to spend less time managing their business.
Benefits of Integration of Square and SugarCRM
The integration of these two softwares will allow the small business owners to view their business data in one place. This will help them in monitoring their business performance. They will easily know how much money they have made in the last month, week or day. They can even know how much they have lost in a particular period. They can easily see whether their costs are greater than their incomes. This integration will also help them in managing their business more effectively by creating marketing plans, creating advertisement campaigns or promotional deals for their products. This will help them reach out to more customers which will increase their revenue. They can also use this integration to improve their product quality by keeping track of customer complaints or comments about products which will help them in making improvements in their products.
The process to integrate Square and SugarCRM 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.
