Integrate Square with Freshsales

Send information between Square and Freshsales automatically, without writing any code, using Zoho Flow.

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Create a new deal in Freshsales for each new order placed in Square

Create deals for new orders to keep your sales team informed and follow up promptly. This flow will set up a new deal in Freshsales for each new order placed in Square.

How it works
  1. The flow triggers when a new order is created in Square.
  2. Zoho Flow creates a new deal in Freshsales.
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Create a new deal in Freshsales for each new order placed in Square

Square + Freshsales

Build your own integrations between Square and Freshsales

Connect Square and Freshsales with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Square and Freshsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment created

Triggers when a new payment is created

Customer created

Triggers when a new customer is created

Order created

Triggers when a new order is created

Inventory adjustment made

Triggers when a new inventory adjustment is made

New lead

Triggers when a new lead is created in the selected view

New account

Triggers when a new account is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New deal

Triggers when a new deal is created in the selected view

All Actions - Actions are the automated tasks

Create order

Create a new order

Create item

Creates a new item

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Update item

Updates the details of an existing item

Update customer

Updates the details of an existing customer using customer ID

Fetch tax

Fetches the tax details of an item using ID or name

Fetch inventory stock

Fetches the details of an existing inventory variant

Fetch customer

Fetches the details of an existing customer

Fetch item

Fetches the details of an item using ID or name

Fetch discount

Fetches the details of a discount using ID or name

Fetch item variant

Fetches the details of an item variant using ID or SKU

Add note to contact

Adds a note to the selected contact

Add note to lead

Adds a note to the selected lead

Create deal

Creates a new deal

Create lead

Creates a new lead

Create contact

Creates a new contact

Update lead

Updates the details of an existing lead

Update contact

Updates the details of an existing contact

Convert lead

Converts a lead to contact

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by email address

Fetches the details of an existing lead by email

What is Square?

Square is payment processing software with features such as categorization of items, inventory management, and sales history.

What is Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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