Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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.Square Integrations
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It's easy to connect Salesforce + Square without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new customeer occurred.
Triggers when a new transaction is processed.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Creates a customer.
Creates an order.
Salesforce is a cloud computing company that offers a SaaS (Software as a Service. called CRM (Customer Relationship Management.
Square is a payment processing system that allows anyone to accept credit cards.
Integration of Salesforce and Square allows the user to accept credit card payments through the mobile apps on their smartphones. This integration allows for a seamless checkout process for customers, eliminating the need for cash and paper. The customer can make payments directly through their smartphone. This also gives the business owner a better insight into the customer. Additionally, this integration saves time for the business owner as they don’t have to write down the information of the customer. This is especially helpful if it’s a busy day at the store or if there are many customers in the line. This integration also allows the business owner to make changes to his sales forecasts based on Square data.
The benefits of Salesforce and Square integration are listed below:
The process to integrate Salesforce and Square 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.