Method CRM + Square

Generate Square customers from new Method CRM contacts

Easily manage your customer relations and payments using this workflow. Whenever a new contact is added in Method CRM, it instantly creates a corresponding customer in Square. This simplifies your data management process, ensuring you always have the most updated customer information in both platforms, streamlining your sales and payment procedures.

Easily manage your customer relations and payments using this workflow. Whenever a new contact is added in Method CRM, it instantly creates a corresponding customer in Square. This simplifies your data management process, ensuring you always have the most updated customer information in both platforms, streamlining your sales and payment procedures.

  1. When this happens...
    Method CRMMethod CRM
    New Contact

    Triggers when a new contact is added.

    TriggerPolling
  2. automatically do this!
    SquareSquare
    Create Customer

    Triggers when a new customer is created.

    ActionWrite
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Supported triggers and actions

  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Polling
    Try It
    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
method-crm logo
method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

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.
Learn more

Related categories

  • eCommerce
  • Payment Processing

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