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Square logoSquare logo
Pipedrive logoPipedrive logo
Square logoSquare logo

Pipedrive + Square

Pipedrive + Square

Pipedrive + Square integrations

Add new Pipedrive leads to a Square customer group for streamlined management

Easily manage your sales and customer information by connecting Pipedrive and Square with this efficient workflow. Whenever a new lead is added in Pipedrive, this automation will add them as a customer to a specific group within the Square app. Streamline your sales process and enhance your customer experience without any manual effort.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Add Customer to Group
    Add Customer to Group
    Add Customer to GroupAdds a customer to a group.
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More things you can do with Pipedrive and Square

Discover other triggers and actions you can use with Pipedrive and Square

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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square logo
About Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
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