Square
When this happens...
SquareNew Transaction
Then do this...
Infusionsoft by KeapCreate/Update Contact

Tracking transactions in your CRM is an excellent way to ensure that you're logging all your customer activity. But manually keeping that information up-to-date can be a time-consuming task. With this Square-Infusionsoft integration activated, Zapier will automatically add a new contact in Infusionsoft whenever a new transaction is placed on your Square account.

How this Square-Infusionsoft integration works

  1. A new transaction is found on Square
  2. Zapier creates a new contact in Infusionsoft

Apps involved

  • Square
  • Infusionsoft

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Square + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

Triggers when a new customer is created.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Transaction

Triggers when a new transaction is processed.

Tag Existing Contact

Applies a tag to an existing contact.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

New Opportunity

Triggers when you add a new opportunity.

Create Customer

Creates a customer.

New Subscription

Triggers when a contact subscribes to plan.

Create Note

Creates a note on an existing contact

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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

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft by Keap Integrations