Create Solve CRM contact for new Square customer
Square + Solve CRM Integration
Solve CRM + Square Integration
Integrate Solve CRM to Square in one click, or tell Integrately AI how you want each contact handled. Create customers, update payment records, track orders, and sync details automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Solve CRM- Company is created in Solve CRM
Payment is failed in Square- Payment is successful in Square
- Payment is created (all status) in Square
- Customer is created in Square
- Order is created in Square
2.
- Create contact in Solve CRM
- Create company in Solve CRM
- Update customer in Square
- Create customer in Square
- Search customer in Square
- Add customer to group in Square
- Create booking in Square
- Get order by Id in Square
- Create paid order in Square
- Get customer by Id in Square
Trusted by experts at...
Ready Workflows for Solve CRM + Square Integration
Create customers from new contacts, update payment profiles, log orders, and sync bookings, all in just one click.
Most popular automations
Create Square event for new Solve CRM contact
Solve CRM + Square Integration
Create Square customer for new Solve CRM contact
Solve CRM + Square Integration
Create Square event for new Solve CRM company
Solve CRM + Square Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Solve CRM + Square flow
Send customer records to your store, notify your team about orders, and keep your accounting updated instantly. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
Mailchimp (3)
Mailchimp (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) +
Google Sheets (3)
Google Sheets (3) S
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When a new contact is created in Solve CRM, create a customer in Square and add a customer in Shopify
New Solve CRM contacts immediately appear in Square and Shopify without manual copying.
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When a Square payment is successful, create a company in Solve CRM and update the customer in Shopify
Successful payments update your Solve CRM company records and sync customer details in Shopify.
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When an order is created in Square, create a contact in Solve CRM and create an order in Shopify
New Square orders automatically generate a Solve CRM contact and a matching order in Shopify.
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Use ChatGPT to summarise new Square payments, create a company in Solve CRM, and update Shopify
AI summarises Square payment details before updating Solve CRM and Shopify.
Supported triggers and actions for Solve CRM and Square
Mix and match to build the exact automation you need
What can you automate with Solve CRM + Square?
Streamline your customer records and payment workflows by connecting Solve CRM and Square.
🔄
Sync new contacts and customers effortlessly
Automatically create a customer in Square whenever a new contact is added in Solve CRM. Eliminate duplicate data entry across your tools.
📋
Capture every submitted field and detail
Map all available contact and order parameters between Solve CRM and Square instead of just basic names. Ensure your records remain comprehensive.
🔔
Notify your team on important events
Trigger instant team alerts whenever a payment is successful or a new order arrives. Keep your entire staff informed in real time.
🔀
Route records based on submitted data
Execute different workflows depending on specific payment statuses or order values submitted in Square. Direct records to the right place automatically.
✏️
Keep customer profiles up to date
Automatically update customer information across both platforms whenever changes occur in either system. Maintain data consistency everywhere.
🔍
Search and upsert records cleanly
Check for existing customer matches before creating new entries. Prevent duplicate profiles and keep your databases streamlined.
💳
Handle payment status updates smoothly
Respond instantly to successful or failed payments in Square by updating corresponding records in Solve CRM. Manage transaction lifecycles effectively.
🌐
Extend your workflow to external tools
Connect your core Solve CRM and Square automation to popular supporting apps like Slack or Google Sheets for advanced reporting.
And much more...
Who is Solve CRM + Square integration for?
Sales teams, commerce managers, and business owners eliminate manual data entry across Solve CRM and Square to keep customer records synchronized.
Sales Managers
Customer Support Leads
Account Managers
Commerce Operations Teams
Fulfillment Specialists
CRM Administrators
📈
Sales Managers
You rely on revenue reports to forecast performance, but your metrics lag because transaction records require manual export — with this integration, every payment updates your CRM instantly and your dashboard stays current.
⚡
Customer Support Leads
You need to address billing inquiries immediately, but support tickets stall when payment details are locked in another system — automations like this mean every failed payment alerts your team the moment it happens.
🤝
Account Managers
You answer to clients who expect up-to-date order status, but client records drift out of sync between your CRM and store — automating both apps means your customer details match across every platform.
🛒
Commerce Operations Teams
The volume of daily orders is too high for your staff to key into the database by hand, resulting in missing client profiles — connecting these apps means every order generates a clean contact record automatically.
📦
Fulfillment Specialists
You depend on upstream sales teams to hand over customer information before you can process shipments, leading to delayed fulfillment — this integration means every new order triggers your fulfillment workflow without delay.
🔍
CRM Administrators
You need a reliable customer history, but manual data entry leaves recurring gaps in your database — connecting Solve CRM and Square means every transaction and contact is logged accurately every time.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Solve CRM + Square
Build and manage your Solve CRM + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Solve CRM + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Solve CRM + Square Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Solve CRM to Square?
You can connect Solve CRM to Square in 1 click using Integrately. Choose from pre-built templates or ask Integrately AI to build your automation with apps like Shopify, Slack, and Google Sheets.
Can I automatically create a customer in Square when a contact is created in Solve CRM?
Can I connect Solve CRM, Square, and Slack?
What is a good Zapier alternative for Solve CRM and Square?
How are contacts handled when syncing Solve CRM and Square?
Can I track payment status updates between Square and Solve CRM?
Do I need coding skills to automate Solve CRM and Square?
Is the Solve CRM and Square integration free?
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Want to automate something else in your workflow?
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