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Generate more leads with the Square + Insightly integration
Square / Insightly
Integrations

Streamline your data management process with the Square + Insightly integration

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Does Square integrate with Insightly? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Square and Insightly

Quick summary of Square

Square is a point-of-sale (POS) application designed to provide companies with a reliable and fast system. Square allows you to make payments using your iOS or Android devices.

The system is equipped with a free software download plus a Square card reader, which allows payments by debit and credit cards. In addition, it includes real-time sales and inventory trackers, as well as the article management platform. The easy-to-configure and easy-to-use POS was created to help your staff learn quickly.

Square gives you the ability to manage inventory, such as modifying item details by price, name or quantity in real time. At the same time, it allows you to manage employee access to data with employee access codes and to keep an eye on who has sold and reimbursed what. Square is transaction-based, which means you'll be charged a percentage for each tap, dip or swipe in your POS device.

Quick summary of Insightly

Insightly is a CRM for small and mid-size business owners and entrepreneurs, designed to grow your business building strong, long-lasting customer relations.

Insightly lets you get many relevant data about your customers and leads, in order to: Increase your leads. Insightly increase your lead generation by scanning business cards. Moreover, you can create website opt-in forms, integrate the platform directly with your gmail and outlook account or connecting Insightly to other online platforms. Increase your sales. Follow up your leads and increase sales with marketing automations. Improve your customers lifetime value

Thanks to a comprehensive contact management, you can easily manage your leads and learn about their behaviors and preferences (key relationships, social profiles, and much more). Moreover, Insightly lets you capture links between contacts and learn more about their business environment and networks. Work wherever you are. No matters if you have a meeting on the other side of the world. With the Mobile CRM app you can work from everywhere. Get access to insight data from the mobile app and learn everything you need about your customers to get prepared for your next meeting.


What you can do with Square and Insightly

Create new Insightly leads in tags with Square

Create new Insightly leads in lead sources with Square

Create new Insightly contacts in tags with Square

Create new Insightly contacts in lead sources with Square

Update Insightly leads in tags with Square

Update Insightly leads in lead sources with Square

Update Insightly contacts in tags with Square

Update Insightly contacts in lead sources with Square


Other popular Insightly integrations offered by LeadsBridge

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NOTE Square is on Waiting List
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