Square + Zoho CRM
Create or update Zoho CRM entries for new Square invoices
Ensure your sales data stays up-to-date with this efficient workflow. Whenever a new invoice is created in Square, a corresponding module entry is simultaneously made or updated in Zoho CRM. This keeps your customer records consistent, saves you data entry time and helps you maintain a bird's-eye view of your business.
Ensure your sales data stays up-to-date with this efficient workflow. Whenever a new invoice is created in Square, a corresponding module entry is simultaneously made or updated in Zoho CRM. This keeps your customer records consistent, saves you data entry time and helps you maintain a bird's-eye view of your business.
- When this happens...New Invoice
Triggers when a new invoice is added.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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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Payment ProcessingAbout Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
