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Square + Capsule CRM Integrations

How to connect Square + Capsule CRM

Zapier lets you send info between Square and Capsule CRM automatically—no code required.

When this happens...
SquareSquare
New Customer

Triggers when a new customer is created.

automatically do this!
Capsule CRMCapsule CRM
Add Note to Entity

Adds a Note to an Entity.

Supported triggers and actions

What does this mean?

How Square + Capsule CRM Integrations Work

  1. Step 1: Authenticate Square + Capsule CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Square Tutorials

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.
Learn More

Related categories

  • Payment Processing

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn More

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