How to integrate Square with SendGrid to register customer information in SendGrid once a payment is completed in Square.

Step 1: Integrate Square and SendGrid with My App

After completing the registration with Yoom, please select "My App" from the menu on the left.

Next, click the new connection button at the top right.

Integrating Square with Yoom

1. Search

Search for Square.

2. Log in

The Square login screen will be displayed, so please log in.

Once logged in, the screen will change.
If the above display appears, the integration is complete.

Integrating SendGrid with Yoom

1. Search

Search for SendGrid.

2. Enter Required Information

Enter the required information. Use the API key for the access token.
For more details, please visit the SendGrid API Key Details Page.

3. Add

Once the information is entered, press the add button at the bottom right.
If the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try This Template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register
※ If you have already completed registration, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Launch Square and Set Up to Retrieve Customer Data

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the Copied Template
Click "【Copy】Register Customer Information in SendGrid When Payment is Completed with Square".‍

3. App Trigger

Select "When a Payment is Created" from the Square icon.‍

4. Set Trigger Activation Interval

Set the activation interval.

You can select the activation interval for the trigger at 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.

5. Run Test

Once the settings are complete, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

※ If no payment has been made, the test may fail.

Next, set up to retrieve specific customer information.

1. Integrate with App

Click "Retrieve Specific Customer Information" from the Square icon.
Since the title and other settings are complete, press Next.

2. Set Required Fields

Set up so that purchaser data can be retrieved.

Since the settings have already been completed with the data sent in the previous test using the template, please check if it is in the same state as the image.

3. Run Test

Once the settings are complete, press the test button at the bottom of the screen.
If "Test Successful" is displayed, the settings are complete. Save it.

Step 4: Set Up to Add to SendGrid Contacts

1. Integrate with App

Click "Add New Contact to Contact List" from the SendGrid icon.
Since the title and other settings are complete, press Next.

2. Set Content

Fill in each box.
The email address is already set, so fill in the other boxes.

First, register the "Last Name". Click the box and select the red frame.

The data will be displayed in a list.
Click to insert data equal to the last name.

Once entered, it will look like the image. Set the first name in the same way.

3. Decide on the List

Set which list to add to.
Click the box to display the registered lists, then click to select.

4. Run Test

Once you have set this up, press the test button. If "Test Successful" is displayed, click Save.

5. Turn ON the Trigger

When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.

Flowbot template used this time
Register Customer Information in SendGrid When Payment is Completed with Square

To Further Automate

Yoom is packed with not only automation but also features and ideas to facilitate smooth operations.
For example, you can customize the automation introduced this time to better suit your needs.

Arrangement 1: Notify

Enter the relevant flow creation page of My Project and click the ellipsis at the top right.
By pressing "Notify Workflow Completion" in the red frame of the image, a notification will be sent to the registered address in Yoom once the entire flow is completed.

This should make it easier to understand the settlement in Square and the storage of customer information in SendGrid.

Yoom can also integrate with various communication and email tools. Therefore, notifications to any tool can be realized.
Try integrating with the apps you usually use.

Arrangement 2: Retrieve Transaction Information and Add to Database

While adding email addresses to SendGrid, all data such as names, addresses, and purchased products can be automatically stored in Google Sheets.
This will make it easier to utilize for data analysis and also facilitate data sharing with members, potentially strengthening inter-departmental collaboration.

Other Automation Examples Using Square

Here are some other examples of automation using Square.

1. Retrieve Product Information Settled in Square and Add to Google Sheets

If you want to data-ize what products are being purchased, integration with Google Sheets, which makes sharing with members easy, is recommended.

2. Notify Slack when a payment is made with Square

You can send a notification to Slack when a payment is made. This is expected to facilitate subsequent processes such as preparing for product shipment.

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3. Create a client in freee Accounting when payment information is created in Square

By registering a client in freee Accounting, it may become easier to transfer data to other tools, as well as to create and send receipts separately.

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Benefits and Examples of Integrating Square with SendGrid

Benefit 1: Improved Response Speed through Automatic Email Registration

Buyers of products or services have the potential to become top customers depending on future product developments and advertising strategies. Therefore, it's preferable to take swift action whenever possible. In such cases, this integration can be beneficial.
For example, by utilizing customer data obtained at the time of purchase, it becomes possible to follow up, introduce similar products, or announce sales. However, since data such as email addresses need to be transferred from Square to SendGrid, there might be a delay before emails can be sent.
However, this time lag might be resolved through automation. Speedier actions towards buyers can lead to increased satisfaction.

Benefit 2: Avoidance of Human Error through Automatic Data Transfer

By implementing automation between Square and SendGrid, human errors during data transfer of buyer information might be minimized.
For instance, email addresses can sometimes be very complex. Have you ever entered incorrect data while transferring them? Even with copy & paste, parts might get deleted, making it a somewhat tedious task.
If you have such concerns, this integration can ensure that email address transfers are completed automatically, avoiding common human errors.
Maintaining accurate data can reduce the need for email address corrections.

Benefit 3: Reduction of Administrative Tasks and Elimination of Hassle through Automation

This integration is expected to reduce administrative tasks.
Typically, each time a payment is made through Square, you need to access Square, visually confirm buyer data, copy it, then access SendGrid to paste the information.
While not overly cumbersome, it can take considerable time if there are many transactions. Naturally, you would want to shorten the work time as much as possible.
This is where the app integration comes into play. The flow begins with the transaction, automatically completing everything from data acquisition to transfer.
There will be no need to shuttle between Square and SendGrid just for data transfer, reducing administrative tasks and eliminating hassle.

Conclusion

This app integration can be beneficial for various departments such as marketing, sales, and retail. Especially for those manually transferring Square buyer data to SendGrid, it can be a useful means to simplify tasks and reduce hassle.
Tasks that need to be repeated, like this one, can lead to business improvement through automation via app integration. Introducing automation can significantly reduce previous hassles, creating a more conducive work environment.
Why not take this opportunity to integrate apps and experience the wonders of automation?