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Integrate Square with SugarCRM

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

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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 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 Integrations
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Best Square and SugarCRM Integrations

  • Square Integration SugarCRM Integration

    Square + SugarCRM

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

    Square + SugarCRM

    Create Case to SugarCRM from New Transaction in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Transaction
     
    Then do this...
    SugarCRM Integration Create Case
  • Square Integration Square Integration

    SugarCRM + Square

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

    SugarCRM + Square

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

    SugarCRM + Square

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

It's easy to connect Square + SugarCRM 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 Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

  • Create Case

    Create a new case

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

How Square & SugarCRM 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 SugarCRM 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 SugarCRM.

    (2 minutes)

  6. 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.