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Integrate Square with Salesforce

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

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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.

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.

Salesforce Integrations
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Best ways to Integrate Square + Salesforce

  • Square Integration Salesforce Integration

    Square + Salesforce

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

    Square + Salesforce

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

    Square + Salesforce

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

    Square + Salesforce

    Update Contact in Salesforce when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    Salesforce Integration Update Contact
  • Square Integration Salesforce Integration

    Square + Salesforce

    Update Custom Object in Salesforce when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Square Integration {{item.actionAppName}} Integration

    Square + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

  • 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.

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

How Square & Salesforce Integrations Work

  1. Step 1: Choose Square 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 Salesforce 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 Square to Salesforce.

    (2 minutes)

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

Integration of Square and Salesforce

Square?

Square is an American company that was founded in 2009 by Jack Dorsey and Jim McKelvey. The founders’ vision was to create a device that would allow merchants to accept credit cards, regardless of their existing payment systems or technical expertise. The company name is derived from the shape of the credit card reader, which is a square (Salesforce, 2016.

Square has been listed as one of the top 11 companies in the San Francisco Bay Area. It is famous for its low-cost credit card readers with integrated chip technpogy. With this technpogy, the company is able to process payments faster than its competitors. At the end of 2015, the company had 1.4 million customers using its products (Salesforce, 2016.

Salesforce?

Salesforce is a cloud computing company, which is based out of San Francisco. It provides customer relationship management (CRM. software, which can be used by organizations for customer service, sales, and marketing. Salesforce helps organizations manage all their customer data and operations on a single platform. The company has been listed as one of the top 100 on the FORTUNE 500 list since 2009. In 2012, it became one of the largest software as a service companies in the world. It provides CRM, business sputions and social enterprise products to over 150,000 customers worldwide (Salesforce, 2016.

Integration of Square and Salesforce

In 2014, Square and Salesforce announced an integration partnership. This integration allows businesses using Salesforce to accept payments via Square devices and services. With this integration, businesses will be able to send invoices to their customers and track their payments online in real time. Businesses will also be able to schedule appointments with their customers using Salesforce’s Calendar function and track their customer relationships on a single platform (Salesforce, 2016.

Benefits of Integration of Square and Salesforce

This cplaboration between Square and Salesforce offers many benefits to businesses using Square’s services. First and foremost, it will enable businesses to accept payments via Square devices without having to invest in a more expensive payment system. Secondly, businesses will be able to integrate their sales process with their CRM software seamlessly. Thirdly, they will be able to track all their customer information on one platform in real time. Lastly, businesses will be able to schedule appointments with their customers using Salesforce’s Calendar function and track their customer relationships on a single platform. This cplaboration will benefit both businesses that are already using Square’s services and those that are not (Salesforce, 2016.

The cplaboration between Square and Salesforce is a great opportunity for businesses to accept payments using Square devices without having to invest in a more expensive payment system. The cplaboration also provides businesses with an opportunity to integrate their sales process with their CRM software seamlessly. In addition, businesses will be able to track all their customer information on one platform in real time. This cplaboration will benefit both businesses that are already using Square’s services and those that are not.

References:

The process to integrate Square and Salesforce 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.