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SalesRabbit + Square

Create paid orders in Square for each new form submitted in SalesRabbit

Optimize your sales efficiency with this seamless workflow. When a form is completed in SalesRabbit, a corresponding paid order is instantly formulated in Square. This streamlined process ensures enhanced organization, quick transformation of leads into purchases, and an elevated customer experience due to reduced wait times. Elevate productivity and enhance client service all in one go.

Optimize your sales efficiency with this seamless workflow. When a form is completed in SalesRabbit, a corresponding paid order is instantly formulated in Square. This streamlined process ensures enhanced organization, quick transformation of leads into purchases, and an elevated customer experience due to reduced wait times. Elevate productivity and enhance client service all in one go.

  1. When this happens...
    SalesRabbitSalesRabbit
    Form Submitted

    Send form data to Zapier when form is submitted in SalesRabbit.

    TriggerInstant
  2. automatically do this!
    SquareSquare
    Create Paid Order

    Creates an externally paid and completed order.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • EventRequired

    • StatusRequired

    Trigger
    Instant
    Try It
    • Lead OwnerRequired

    • StatusRequired

    • First Name

    • Last Name

    • Primary Phone

    • Alternate Phone

    • Email

    • Street1

    • Street2

    • City

    • State

    • Zip

    • Country

    • Latitude

    • Longitude

    • Notes

    • Appointment Date and Time

    • Date Created

    Action
    Write
    • Lead IDRequired

    • Lead Owner

    • Status

    • First Name

    • Last Name

    • Primary Phone

    • Alternate Phone

    • Email

    • Street1

    • Street2

    • City

    • State

    • Zip

    • Country

    • Latitude

    • Longitude

    • Notes

    • Appointment Date and Time

    • Date Modified

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormDataIDRequired

    • Form Result

    • Form State

    • Form Status Description

    • Form Status Color

    • Lead Owner

    • Status

    • First Name

    • Last Name

    • Primary Phone

    • Alternate Phone

    • Email

    • Street1

    • Street2

    • City

    • State

    • Zip

    • Country

    • Latitude

    • Longitude

    • Notes

    • Appointment Date and Time

    • Date Modified

    Action
    Write
salesrabbit logo
salesrabbit logo

About SalesRabbit

SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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square logo
square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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