Can you connect a call to a Square POS sale?
A customer may discover your store online, call with a question and buy in person days later. Explore what it takes to connect that journey to a recorded sale.
Start with the customer journey
1. Capture the inquiry
Keep available call or form details with the customer record and the marketing source.
2. Record the sale
Attach the correct customer to the in-store transaction when the POS workflow permits it.
3. Review the match
Compare the inquiry and purchase using reliable evidence, and keep unmatched sales visible.
What would need to be assessed?
- Access to Square customer, order, payment, refund and location data.
- Whether staff can reliably associate a customer with an in-store purchase.
- How updates, split payments, returns and offline transactions are reconciled.
- Which advertising destinations and consent requirements apply.
Matching depends on available records, permissions and setup. A matched sale does not guarantee advertising-platform attribution.
Interested in using Square with CallToSale?
Tell us about your POS, online store and call-tracking setup. Contact us to learn more and be notified when the integration is ready. When available, these plans will use the same monthly prices and setup fees as our current plans. Availability and launch timing have not been confirmed. See current plan pricing.
Contact CallToSale