Integrate Salesforce with Square

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Square

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

Square Integrations
Square Alternatives

Looking for the Square Alternatives? Here is the list of top Square Alternatives

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Best Salesforce and Square Integrations

  • Salesforce Integration Square Integration

    Salesforce + Square

    Create Customer to SquareUp from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Square Integration Create Customer
  • Salesforce Integration Square Integration

    Salesforce + Square

    Create Order to SquareUp from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Square Integration Create Order
  • Salesforce Integration Square Integration

    Salesforce + Square

    Create Customer to SquareUp from New Contact in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Square Integration Create Customer
  • Salesforce Integration Square Integration

    Salesforce + Square

    Create Order to SquareUp from New Contact in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Square Integration Create Order
  • Salesforce Integration Square Integration

    Salesforce + Square

    Create Customer to SquareUp from New Opportunity in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    Square Integration Create Customer
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + Square in easier way

It's easy to connect Salesforce + Square without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Square Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Square as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Square.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Square

Salesforce?

Salesforce is a cloud computing company that offers a SaaS (Software as a Service. called CRM (Customer Relationship Management.

Square?

Square is a payment processing system that allows anyone to accept credit cards.

Integration of Salesforce and Square

Integration of Salesforce and Square allows the user to accept credit card payments through the mobile apps on their smartphones. This integration allows for a seamless checkout process for customers, eliminating the need for cash and paper. The customer can make payments directly through their smartphone. This also gives the business owner a better insight into the customer. Additionally, this integration saves time for the business owner as they don’t have to write down the information of the customer. This is especially helpful if it’s a busy day at the store or if there are many customers in the line. This integration also allows the business owner to make changes to his sales forecasts based on Square data.

Benefits of Integration of Salesforce and Square

The benefits of Salesforce and Square integration are listed below:

  • Easy Checkout Process . When you sell products online, you need to provide an easy checkout process for your customers. This integration allows you to do so by providing a seamless checkout process for your customers. The customer does not have to wait in line and use cash anymore. The customer can pay through his/her smartphone app.
  • Seamless Customer Insight . With Salesforce and Square integration, you gain insight of your customer’s spending habits. You can also learn about your customers by listening to their conversations with their peers at the shop or restaurant.
  • Improved Forecasting . The integration of Salesforce and Square allows you to make more accurate sales forecasts. You can use Square data to update your forecasts when you are making sales forecasts for every week or month. The integration of these two platforms gives you a better idea of how much revenue you can generate from deals with new customers. This helps you in making better decisions. For example, if you know that a customer will spend $500 at your store, you might offer him/her some discounts on products or services in order to make him/her spend more at your shop. This way, you will be able to earn a good profit from this customer.

The process to integrate Salesforce and Square may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.