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Integrate Square with Zoho CRM

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

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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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Square + Zoho CRM

  • Square Integration Zoho CRM Integration

    Square + Zoho CRM

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

    Square + Zoho CRM

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

    Square + Zoho CRM

    Create Module Entry to Zoho CRM from New Customer in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Square Integration Zoho CRM Integration

    Square + Zoho CRM

    Add Attachment in Zoho CRM when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Square Integration Zoho CRM Integration

    Square + Zoho CRM

    Create/Update Lead to Zoho CRM from New Transaction in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Transaction
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Square + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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

How Square & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of Square and Zoho CRM

Square is a mobile payment processing company. It was founded by Jack Dorsey, Jim McKelvey and Keith Rabois in 2009. Square is an online credit card processor that enables customers to accept payments. Customers can use the Square app or website to process payments for their business. Square allows customers to process payments through all major credit cards. The company has over 1 million merchants across the country.

Zoho CRM is an online customer relationship management software. It helps businesses manage their customers effectively. Zoho CRM helps businesses identify potential customers, analyze customers, track their interaction with customers, organize customer data etc. The software comes in three versions. Standard, Professional and Enterprise. Zoho CRM supports various channels of communication between customers and businesses including email, call, chat, SMS, fax etc.

Integration of Square and Zoho CRM

Square enables businesses to process payments in real time using its mobile app or website. Zoho CRM is an integrated spution that helps companies manage their customers effectively. Zoho CRM works seamlessly with Square to help businesses manage their customers in real time. Businesses can easily integrate Square with Zoho CRM using API integration feature. API integration feature allows businesses to access the data stored in one platform from another platform. This integration will help businesses manage customer interactions, automate customer interactions and process payments in real time.

Benefits of Integration of Square and Zoho CRM

Business owners can easily integrate Square with Zoho CRM using API integration feature to manage their customers effectively. Businesses can connect Square with Zoho CRM to view customer data, update customer data, send emails, send SMS or calls to their customers instantly using the API integration feature. API integration feature also helps businesses automate the customer service process. Businesses can receive payments through Square using API integration feature. API integration feature helps businesses track payments in real time and generate invoices automatically for their customers. API integration feature allows businesses to process payments through Square without requiring additional hardware or software.

Businesses can easily integrate Square with Zoho CRM to manage their customers effectively. API integration feature allows businesses to integrate Square with Zoho CRM seamlessly. Businesses can update customer data, send emails, send SMS or calls to their customer instantly using API integration feature. API integration feature also helps businesses automate the customer service process. Businesses can receive payments through Square using API integration feature. API integration feature helps businesses track payments in real time and generate invoices automatically for their customers. If you are interested in integrating your Square account with your Zoho CRM account, please contact us at [email protected] for details on how we can help you today!

The process to integrate Square and Zoho CRM 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.