Square Integration with Revamp CRM
With Square’s Revamp CRM integration, you can automatically create and/or update Revamp CRM
records as transactions are added through Square. Keep your team informed, collaborate better and run workflows
Square Integration Details
Tracking customers 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-Revamp CRM integration activated, Zapier will automatically add a new person in Revamp CRM whenever a new customer is placed on your Square account.
How Square Integration works when a new customer is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘Square’
- You can optionally create a dynamic segment for all contacts with ‘Square’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
How Square Integration works when a new transaction is created
You can configure Zapier to:
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
What You Need
- Square account
- Revamp CRM account
About Square
- Square is a point-of-sale (POS) application designed to provide businesses with a reliable and fast POS system. It enables you to take payments using your iOS or Android devices and can be implemented on the counter or on-the-go. The system comes with a free downloadable software plus a Square magstripe reader, allowing payments via debit and credit cards. It also comes with real-time sales and inventory tracker, as well as item management platform.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.