Pipedrive + Facebook Lead Ads + Square Integrations
How to connect Pipedrive + Facebook Lead Ads + Square
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Do even more with Pipedrive + Facebook Lead Ads + Square
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipedrive, Facebook Lead Ads, and Square. And don’t forget that you can add more apps and actions to create complex workflows.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
The user you want to assign as a follower.
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPageRequired
Don't see your Page listed? Access your Business account's Settings to confirm the connected account has correct 'Manage Page' permissions and re-connect your account. See help docs for more info.
Form
If your sample in the next step doesn't include custom form fields, try selecting a specific form in the field above or following these steps to create a new test lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.LocationRequired
Only Active locations listed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocation
Only Active locations listed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocationRequired
Only Active locations listed.
Team Member IDRequired
The team member must be bookable for the service that will be part of the new appointment.
Customer IDRequired
The customer to receive the service provided by the assigned or selected team member.
Date and Time of AppointmentRequired
Example: "Next Saturday at noon." The appointment will be booked for the first available time slot within 32 days of this date.
Appointment Service IDRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Any other info you want to note about this customer.
Company
Nickname
Reference Id
An optional second ID you can set to associate the customer with an entity in another system.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Customer ID
Provide either this field or Display Name.
External Identifier
Reference to associate an entity in another system with this order.
Buyer Email Address
Used to notify the buyer of payment.
Payment TypeRequired
The type of external payment received. Currently only external payments are supported.
Payment Note
An optional note to be included with the payment of the order.
QuantityRequired
AmountRequired
Amount in the lowest monetary value (in the US, this is cents).
CurrencyRequired
Line Item Name
Either Line Item Name or Catalog Item Variation ID is required.
Catalog Item Variation ID
Either Line Item Name or Catalog Item Variation ID is required.
Pickup
Only Shipment orders are supported at this time.
Display Name
Provide either this field or Customer ID.
Carrier
Expected Ship Date/Time
Shipping Note
Fulfillment Email Address
Phone number of the fulfillment recipient
Address Line 1
Address Line 2
State
County
Country
City
Postal Code
Discount Type
Choose a discount type to enter discount details.
Name
Required if including discounts
Percentage
Required if Fixed Percentage was selected above.
Amount Discounted
Required if Fixed Amount was selected above. Amount in the lowest monetary value (in the US, this is cents).
Discount Currency
Required if Fixed Amount was selected above.
Name
Required if a tax is included
Percentage
Required if a tax is included
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Any other info you want to note about this customer.
Company
Nickname
Reference ID
An optional second ID you can set to associate the customer with an entity in another system.
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
Email Address
Phone Number
Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Only Active locations listed.
Field Help
If all the below fields are empty, the most recently created order will be returned.
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Only Active locations listed.
Field Help
If all the below fields are empty, the most recently created order will be returned.
Customer
Fulfillment State
Status
Customer ID
External Identifier
Source
Ticket Name
Must be 30 characters or less
Quantity
Required if line items are added
Amount
Required if line items are added
Currency
Required if line items are added
Catalog Item Variation ID
Note
Unique Identifier
Must contain only alphanumeric characters, dots, underscores, and hyphens.
Amount Discounted
Required if discounts are included unless a percent is specified below
Amount Discounted Currency
Required if an amount is specified above
Name
Required if including discounts
Percentage
Required if discounts are included unless an above amount is specified
Type
Unique Identifier
Must contain only letters, numbers, dots, underscores, and hyphens.
Name
Required if a tax is included
Percentage
Required if a tax is included
Type
Unique Identifier
Must contain only alphanumeric characters, dots, underscores, and hyphens.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Pipedrive are located here https://developers.pipedrive.com/docs/api/v1
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLocationRequired
Only Active locations listed.
Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustomer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory Change TypeRequired
Use Adjustment for the normal lifecycle of buying/selling goods. Use Physical Count when a manual count reflects a new inventory amount - item(s) must be In Stock to use this type.
LocationRequired
Only Active locations listed.
Catalog ObjectRequired
QuantityRequired
The number of items affected by the adjustment or physical transfer. Can support up to 5 digits after the decimal point.
Ignore unchanged counts
If True, a physical count update will be ignored if it doesn't change the quantity. Defaults to True.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Only Active locations listed.
Order IDRequired
The order must be open to create an invoice (Must select a location first).
Customer IDRequired
The customer who receives the invoice. This customer data is displayed on the invoice and used by Square to deliver the invoice.
Accepted Payment MethodsRequired
Payment due dateRequired
Tipping enabled
Invoice title
Invoice number
A user-friendly invoice number that is displayed on the invoice. The value is unique within a location. If not provided when creating an invoice, Square assigns a value.
Description
Max length: 65536 characters.
Delivery methodRequired
The delivery method used to send the invoice, reminders, and receipts to the customer. For invoices with automatic payments, this field must be set to
Email.Scheduled at
Date of sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PaymentRequired
A completed payment to apply the refund (Your account must have at least one completed payment to set this Action).
Refund amount
Amount in the lowest monetary value (in the US, this is cents). If left blank, the refund will be issued for the original full payment amount.
Reason
A description of the reason for the refund.
Team member
An optional team member to associate with this refund
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
An invoice can only be sent when certain conditions are met. For an example, the order in the invoice cannot be associated with another invoice. The customer of the invoice recipient must have either an email address or phone number. If the invoice is set to be delivered via email, the customer must have an email address on file
LocationRequired
Only Active locations listed.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Square are located here https://docs.connect.squareup.com/api/connect/v2
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
If all the below fields are empty, the most recently created appointment service will be returned.
Text Filter
This will return appointment service variations that include this text in their name, description, or abbreviation.
Location
Select a location that offers the service. Only Active locations listed.
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
If all the below fields are empty, the most recently created customer will be returned. If more than one customer is found, the most recently created customer will be returned. If more than one field is used, a customer must match all fields.
Email Address
Phone Number
Phone number must be in E164 format with a leading + sign and country code. For example, +12061112222 or +0012061112222.
Reference ID
An optional second ID you can set to associate the customer with an entity in another system.
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Any other info you want to note about this customer.
Company
Nickname
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Pipedrive + Facebook Lead Ads + Square Integrations Work
- Step 1: Authenticate Pipedrive, Facebook Lead Ads, and Square.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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