Every new Square transaction creates or updates a contact in Zoho CRM with the customer's name, email, purchase total, and visit date. Your team can see a full purchase history without ever leaving the CRM, and you can trigger loyalty follow-ups the same day without any manual work.
Connect Square to n8n and set the trigger to 'New Payment Completed'.
Add a Zoho CRM action to search for an existing contact by email; create one if not found.
Update the contact's 'Last Visit' date and 'Total Spend' fields on every transaction.
Add an optional branch to tag customers who hit a spend threshold for a loyalty campaign.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountBuild a full CRM history for every customer automatically and win more repeat visits through timely follow-ups — without the manual entry.
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