Zoho CRM and Square integration
Square and Zoho CRM, one customer list
CRM Connector keeps Square customers and Zoho CRM contacts the same, both ways or one way, so a customer who paid at the counter or booked in Square is in front of your sales team in Zoho CRM.
- Official sign in for both
Contacts, two way or one way
At a glance
Contacts stay the same on both sides.
What syncs
- ContactsBoth ways
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Zoho CRM or Square leads when the same record changed in both since the last sync.
Options for Zoho CRM and Square
- Everyone, customers only or leads only
Record by record
What syncs between Zoho CRM and Square
Which Zoho CRM field matches which Square field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- AccountWhen createdCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Mailing street, city, state and postal codeBoth waysStreet, city, state and postal code
- Mailing countryWhen createdCountry
- On a won dealOnly in Zoho CRMNot in Square
- Lead sourceOnly in Zoho CRMNot in Square
It happens in Zoho CRM, then in Square
A new contact
Looked for in Square on the exact email before a customer is created.
Name, email, phone or address changes
The same change is made to the Square customer on the next sync.
The company changes later
Not carried: the account name reaches Square when the customer is created.
The country changes later
Not carried: Square keeps the country as a code, so it is set once, when the record is created.
FAQ
Questions about Zoho CRM and Square?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts only. Deals, invoices and payments stay in the system that owns them.
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Ask ChatGPT or Claude about Zoho CRM and Square
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to Zoho CRM and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.