## Turn Closed Deals Into Confirmed Payments — Without the Manual Work Your sales team closes deals in Close CRM. Your payments flow through Square. But between those two systems lives a gap: manual reconciliation, delayed updates, and revenue data that never quite matches your pipeline. Neotask eliminates that gap. By connecting Close CRM and Square, Neotask enables true financial close automation — so every payment processed in Square can instantly reflect in your CRM, and every deal you close can trigger the right payment workflow downstream. ### What This Integration Solves Sales and finance teams waste hours every week reconciling CRM records with POS transactions. When a rep closes a deal, someone still has to: - Create or locate the corresponding Square invoice or charge - Update the Close opportunity status manually - Confirm payment receipt and log it back to the contact record With Neotask orchestrating the CRM POS sync, that entire loop closes itself. ### Key Capabilities Deal Payment Tracking When an opportunity in Close moves to "Won," Neotask can automatically generate a Square invoice, log the expected payment amount, and watch for confirmation — then update the Close contact record the moment payment clears. Square-to-CRM Payment Sync Inbound Square payments — whether from a retail POS, online checkout, or manual invoice — can be matched to existing Close contacts and logged as activities. No more digging through two dashboards to verify who paid. Automated Sales Sequences Triggered by Payment Status Use Close's powerful sequences to fire follow-up emails, onboarding steps, or upsell campaigns the moment a Square payment is confirmed. Connect the financial event directly to your sales motion. Catalog and Deal Line-Item Alignment Map Square catalog items to Close opportunity values so your pipeline always reflects real product-level revenue — not just rough deal sizes. ### Who Benefits This integration is built for revenue-driven teams that operate across both a sales pipeline and a payment system — SaaS companies with hybrid sales models, professional services firms, retail businesses with an outbound sales function, and any team where the person closing the deal is different from the person collecting payment. ### Why Neotask Neotask doesn't require you to build or maintain a custom integration. It acts as an intelligent layer between Close and Square, handling mapping, error recovery, and sync logic so your team focuses on selling — not plumbing. Get your sales payment integration running in minutes, not weeks.
Neotask monitors events in both Close CRM and Square in real time. When a deal is marked Won in Close, Neotask can trigger a Square invoice or payment request. When a Square payment is received, Neotask logs it as an activity in Close and updates the relevant contact or opportunity record — keeping both systems accurate without manual entry.
Yes. Neotask supports multi-user Close accounts and multiple Square locations. You can configure rules to route Square payments to the correct Close contact based on email, phone, or custom fields, making it suitable for teams operating across different regions or storefronts.
Neotask connects to Square at the API level, which covers payments processed through Square's POS terminals, Square Online, Square Invoices, and manually keyed transactions. Any payment that appears in your Square dashboard can be synced back to Close CRM.
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