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Zoho CRM + Square Integrations

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

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.

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.

Square Integrations
Square Alternatives

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Best Zoho CRM and Square Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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

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

    Triggers
  • 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.

  • New Customer

    Triggers when a new customeer occurred.

  • New Transaction

    Triggers when a new transaction is processed.

    Actions
  • 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.)

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

How Zoho CRM & Square Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Square as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Square with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho CRM and Square

  • Introduction to Zoho CRM
  • Zoho CRM is a customer relationship management (CRM. system that allows you to manage your interaction with customers and prospects. The system was launched in 2003 by Zoho Corporation, a software company based in India. In 2011, Zoho CRM was rated as the number one cloud-based CRM system by Gartner.

  • Introduction to Square
  • Square is a mobile app for businesses that enables them to take credit card payments via smartphones or tablets. Square was founded in 2009 by Jack Dorsey, Twitter co-founder. Over time, Square has been integrated with online services such as Shopify, QuickBooks, and ZenDesk.

    Integration of Zoho CRM and Square

    Zoho CRM integrates with Square mainly in two ways:

    • Zoho CRM syncs with Square’s sales data
    • Zoho CRM offers an easy way to accept payments on Square invoices
    • Syncing Sales Data Between Square and Zoho CRM

    This integration allows you to sync invoices between the two platforms. You can also download reports from each platform into the other, allowing you to better analyze your sale activities. This type of data synchronization is an important aspect of this integration because it enables users to seamlessly access data from both platforms and to analyze the data accordingly.

    • Accepting Payments on Square Invoices Through Zoho CRM

    This integration is beneficial for business owners who use Square invoices. It allows them to accept payments directly through their Zoho CRM account and to keep track of all invoices in one place. It also helps them reach out to their customers more easily by sending reminders about payments on invoices as well as tracking when those invoices have been paid.

  • Benefits of Integration between Zoho CRM and Square
  • This integration helps businesses of all sizes manage their customer relationships in a more efficient way. Some of the benefits include the fplowing:

    • Easier Customer Management

    Businesses can manage contacts in one place, which makes it easier to stay in touch with customers and manage their relationships with them more effectively. Business owners can access all information about a customer’s profile, including their contact information, payment history, etc., and view reports based on this information to help make informed decisions about their customer relationships. For example, they can see which customers are not responding to their emails or calls, which customers are most loyal, how much they spent with the business, and any outstanding invoices. If they notice any trends among customers based on these reports, they can use their findings to improve their services and increase customer satisfaction.

    • Easier Payment Management

    Using this integration gives businesses access to all of their customers’ payment information on one platform, which makes it easier for them to make payments and cplect on outstanding debts. Businesses can set up reminders in the system that will tell them when an invoice is due so they can take action before it becomes too late. They can also send bulk emails or texts to customers if there is a problem with payer information or if a payment is due without having to go through many different accounts or logins. They can also keep track of payments received and automatically get notifications when a payment has been made so that they do not need to keep track manually. The ability to manage payments received and outstanding debt is a major benefit of using this integration because it makes it easier for businesses to keep track of money they are owed and who owes them money, allowing them to make better business decisions based on this information.

    • Increased Productivity and Lesser Administrative Workload

    With this integration, businesses do not need to waste time switching between different applications and managing multiple accounts or logins for different applications because it provides them with access to all customer relationship management (CRM. features within one application that can be accessed anywhere at any time via any device with internet connection. With less administrative work needed, businesses can focus more on growing their businesses and taking care of customers instead of having to worry about tedious administrative tasks. This increases productivity and allows businesses to grow faster than they would otherwise be able to do without this level of efficiency in managing their customer relationships.

    The process to integrate Zoho CRM 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.