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Square + Freshsales Integrations

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

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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

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Best Square and Freshsales Integrations

  • Square Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Square New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Square Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Square New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Square Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Square New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Square Freshsales

    Google Form + Freshsales

    Create Freshsales leads from new Google Forms submissions Read More...
    When this happens...
    Square New Response in Spreadsheet
     
    Then do this...
    Freshsales Create Lead

    If you're using Google Forms to capture new leads, this Connect is perfect for you. Once you have set this integration up, we’ll automatically create a new lead on Freshsales with the details from every new response you receive on Google Forms. This integration is a great way to keep your CRM contact list updated to help you expand your business.

    Note: You need a live form that's been set up to collect responses in a spreadsheet, for using this integration.

    How this Google Forms - Freshsales integration works
    • Someone fills out your Google Forms form
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Square Freshsales

    Google Sheets + Freshsales

    Create Freshsales leads from new Google Sheets rows Read More...
    When this happens...
    Square New Spreadsheet Row
     
    Then do this...
    Freshsales Create Lead
    Freshsales is one of the most recognized customer relationship management platforms and now it has become the backbone of modern businesses all across the world. So, make more of your Freshsales by integrating it with Google Sheets. Once this integration has been set up, whenever a new row is added on Google Sheets, Appy Pie Connect automatically creates a new lead in Freshsales, keeping your CRM up-to-date.
    How this Google Sheets - Freshsales integration works
    • A new row is added in Google Sheets
    • Appy Pie Connect creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Square Freshsales

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

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

It's easy to connect Square + Freshsales 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.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Square & Freshsales 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 Freshsales as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshsales 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 Freshsales

So, first of all, what is Square? It’s a payment processor and point-of-sale (POS. system. Basically, you can use it to process credit cards when you are selling a product or service. It’s especially useful for small businesses because the charges are affordable. Even if your business is not very big, with Square you can still make a lot of sales and earn a decent income. Moreover, you don’t need to install any software on your computer to use this platform.

Another great benefit of using Square is that you can accept payments from anyone, regardless of where they live and what currency they use. It works as a credit card terminal and is easily portable. Since it is very lightweight, you can take it with you wherever you go. This means that you won’t have to worry about losing money from your sales because people will be able to pay you in cash. It also comes with a free iPad app so that you don’t need to carry around anything else. In addition to that, it has a built-in scanner capable of converting images into usable data, which means that you can use pictures of your products as invoices.

Besides these features, Square is very easy to use because there are no complicated configurations and forms to fill out. You just need to connect the card reader to your phone, register a business account, and you are ready to go. Once you do that, you can get started right away and start making some sales without any problems at all.

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Integration of Square and Freshsales

Now that we know what Square is, we can talk about integration between Square and Freshsales. The integration between them allows merchants to seamlessly send their orders to Freshsales and automatically create an invoice for each one of them. It also allows merchants to accept payments via Square and automatically sync the new data with Freshsales. This means that customers will be able to pay their invoices directly from Freshsales and won’t waste time searching for their invoices online or taking time out of their day to go to places for their payments.

Benefits of Integration of Square and Freshsales

The main advantage of integrating Square with Freshsales is that it lets merchants accept payments from their customers directly on Freshsales. Thus, the only thing they need to do is to send the order data from Square to Freshsales via API, which requires a minimal amount of time and work. This helps merchants avoid double entry of data and increases their productivity at the same time. This integration also eliminates the need for customers to transfer their invoices from their POS system to Freshsales or look for their invoices whenever they want to pay them. Another great benefit is elimination of fraudulent transactions and cancellations, which are very frequent in traditional payment methods such as PayPal. With Square integrated with Freshsales, merchants will be able to receive payments directly on Freshsales and can immediately mark them as complete if everything goes well or cancel them if something happens. This feature is especially useful for B2B transactions since businessmen usually prefer using online invoicing but rarely have an opportunity to receive payments online thanks to slow verification processes.

The process to integrate Square and Freshsales 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.