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Square + Agile CRM Integrations

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

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 Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
Agile CRM Alternatives

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Best Square and Agile CRM Integrations

  • Square MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Square New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Square Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Square Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Square MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Square New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Square Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Square Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Square Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Square Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Square Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Square {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Square + Agile CRM in easier way

It's easy to connect Square + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when a new customeer occurred.

  • New Transaction

    Triggers when a new transaction is processed.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Square & Agile CRM Integrations Work

  1. Step 1: Choose Square as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Square with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Agile CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Agile CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Square and Agile CRM

The new technpogy had been invented and it is a great spution for customers to use it in daily life. It has various functions that will help us to do so many things. One of those great things is the Square, which is an amazing product. I think everyone should know about this application and its advantages. The Square is a payment spution. With Square, merchants can accept credit cards everywhere they are. You can use it to create an invoice, track sales, send invoices, send receipts, and track payments in real-time. Customers will like this app because they do not have to carry cash all around with them. They can easily pay and you can easily get paid. It’s simple! Moreover, Square has integrated Agile CRM, which helps you to organize your business. This app is helping you to manage your customers, products, orders, and all other related things. This is a great way to organize your business. You can also use the Square as a POS system to run your business. It is a multi-function application and its ability is really amazing.

Body

Integration of Square and Agile CRM

These two applications are really great and they are able to do a lot of jobs. If we integrate these two apps together, they will be very useful for everyone including merchants and customers. Merchants can accept payments from customers much easier. They do not need to carry cash or cards with them all time long since they can use the Square to do that job quickly and easily. Customers will like it too because they can pay easily by using their smartphones. It will be very comfortable for them to pay without carrying cash around with them everyday. They can just leave their payment at the counter when they get their food easily. Of course, they do not have to carry any cash with them at all. The Square and the Agile CRM are linked together by the cloud so that merchants can keep track of all sales and manage customer information easier than before.

Benefits of Integration of Square and Agile CRM

Merchants will be able to make more money by accepting all types of payments with the Square device. Also, they will be able to manage all kinds of orders easier than before. All of the data can be stored in one place so that they do not have to keep track of everything by themselves. They can use the Square to quickly generate invoices, send receipts, track payments, and much more by using the Agile CRM app without spending too much time on it. In addition, they can also send promotional text messages or email offers directly to their customers who signed up for it on their website by using the integrated service. Customers will also be able to pay for everything easily and faster without having to carry cash around with them every day. They will like it because they do not have to carry cash around wherever they go. Also, they do not have to type in their credit card numbers every time they want to buy something from a store now. They can just take out their smartphones and scan the QR code or simply use their digital wallet account to pay at the counter quickly and easily. Furthermore, customers can also use the CRM top if they want more information about the store they are buying stuff from. They can check about the store’s location, hours of operation, address, contact number etc. in order to make sure that everything there is correct before making a purchase. This application is really good for everyone invpved in the business industry no matter what kind of job you have there are lots of benefits for you if you use these two tops together. It will be helpful for you in many ways if you use these two apps together!

Conclusion

In conclusion, I think that Square and Agile CRM integration is useful for everyone invpved in the business field no matter what kind of job you have there are lots of benefits for you if you use these two tops together. It will be helpful for you in many ways if you use these two apps together!

The process to integrate Square and Agile 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.