Square CRM

When you use forms.app as the trigger and Square as the action in Zapier, your workflow becomes: a new submission in forms.app → Zap triggers → a new customer/contact is created (or updated) in Square with the form data. This means you avoid manual data entry and ensure new leads/submissions go directly into your Square CRM system.

What you’ll need

• A forms.app account (to build your form and collect submissions)
   
• A Square account (to receive the form-submission data as customers/contacts)
   
• A Zapier account (to build the connection between forms.app → Square)
   

5 Steps to Set Up Square + forms.app Integration

1. In your forms.app dashboard, build and publish your form so that submissions will trigger the “New Form Submission” event in Zapier.
    
2. Go to the connect tab when creating your form, or use the button on this page to go to Square + forms.app workflow in Zapier.
    
3. In Zapier, choose the appropriate action (for example: “Create Customer” or “Update Customer”) and connect your Square account.
    
4. Map the fields from your form submission (for example: Name, Email, Phone, Address) into the corresponding fields in Square’s customer/contact record so the data lands correctly.
    
5. Test your Zap with a sample form submission → check in Square that the customer/contact appears as expected → once successful, turn the Zap ON. From then on, each new form submission will automatically create or update a customer in Square.
    

With the integration of forms.app and Square, you can automate your lead-capture or contact-management workflow.