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Quickly connect Square to Zoho CRM with a Zapier template.

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Add new Square customers to Zoho CRM as module entries
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Square + Zoho CRM
Create Square customers from new Zoho CRM module entries
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Zoho CRM + Square
Add tags in Zoho CRM when new appointments are created in Square
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Square + Zoho CRM
Update Zoho CRM module entries with new Square customers
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Square + Zoho CRM
Create Zoho CRM module entries for new Square orders
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Square + Zoho CRM
Add new Square appointments to Zoho CRM as module entries
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Square + Zoho CRM

Add new Square customers to Zoho CRM as module entries

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Square + Zoho CRM

Create Square customers from new Zoho CRM module entries

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Zoho CRM + Square

Add tags in Zoho CRM when new appointments are created in Square

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Square + Zoho CRM

Update Zoho CRM module entries with new Square customers

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Square + Zoho CRM

Create Zoho CRM module entries for new Square orders

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Square + Zoho CRM

Add new Square appointments to Zoho CRM as module entries

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Square + Zoho CRM

Create Zoho CRM module entries for new Square appointments
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Square + Zoho CRM
Create or update Zoho CRM module entries for new Square appointments
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Square + Zoho CRM

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Square.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Square and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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- Location
  Required
- Order Status
Trigger
Polling
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- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team Member ID
  Required
Action
Write

- Help_text
- Location
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone_number
- Reference_id
Action
Search
- Field_help
- Text Filter
- Location
  Required
Action
Search
- Field_help
- Email_address
- Phone_number
- Reference_id
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Item Type
Trigger
Polling
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- Location
  Required
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
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- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
  Required
- Reference_id
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
- Currency
- Line Item Name
- Catalog Object
  Required
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone_number
- Street Address
- Apt./Suite
- State
- County
- Country
- City
- ZIP
- Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer ID
  Required
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
- Customer ID
  Required
- Reference_id
- Source
- Ticket Name
- Quantity
  Required
- Amount
- Currency
- Catalog Object
  Required
- Other
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

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Practical ways you can use Square and Zoho CRM

Add new Square customers to Zoho CRM

When a new customer is created in Square, Zapier will automatically add them as a contact in Zoho CRM. This ensures you have a centralized and up-to-date database of your customers, saving time on manual data entry and reducing errors.

Business Owner

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Sync new leads from Zoho CRM to Square

Whenever a new lead is created in Zoho CRM, Zapier adds the lead as a new customer in Square. This streamlines the process of preparing for customer transactions by reducing data silos and ensuring both teams work with updated information.

Marketing & Marketing Ops

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Track Square payments in Zoho CRM

When a payment is completed in Square, Zapier automatically updates Zoho CRM with the transaction details under the respective contact record. This allows project managers to monitor financial activity linked to client projects without constant manual reconciliation.

Project Management

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Learn how to automate Square on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Square to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 moreLearn moreHelpHelp

Related categories

eCommerce Payment Processing

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Zoho

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Square and Zoho CRM to unlock the power of automation

Set up your first integration

Add new Square customers to Zoho CRM as module entries

Create Square customers from new Zoho CRM module entries

Add tags in Zoho CRM when new appointments are created in Square

Update Zoho CRM module entries with new Square customers

Create Zoho CRM module entries for new Square orders

Add new Square appointments to Zoho CRM as module entries

Add new Square customers to Zoho CRM as module entries

Create Square customers from new Zoho CRM module entries

Add tags in Zoho CRM when new appointments are created in Square

Update Zoho CRM module entries with new Square customers

Create Zoho CRM module entries for new Square orders

Add new Square appointments to Zoho CRM as module entries

Create Zoho CRM module entries for new Square appointments

Create or update Zoho CRM module entries for new Square appointments

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Square and Zoho CRM

Add new Square customers to Zoho CRM

Sync new leads from Zoho CRM to Square

Track Square payments in Zoho CRM

Learn how to automate Square on the Zapier blog

6 ways to integrate Square with your business apps

Grow your store's revenue with Square

Remember to follow up on Square purchases with this automation

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Connect Square to Zoho CRM on the world's largest no-code automation platform