Pipedrive + Square integrations
Create new Pipedrive persons for new Square customers
Seize every new Square customer opportunity by automatically adding them to your Pipedrive network. With this workflow, each time a new client connects with you on Square, their details are effortlessly transferred to Pipedrive, creating a new contact. This seamless connection between Square and Pipedrive allows for efficient client management, ensuring no new contact slips through the cracks.
- When this happens...New CustomerTriggers when a new customer is created.
- automatically do this!Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Square and Pipedrive
Discover other triggers and actions you can use with Square and Pipedrive
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - LocationRequired
- Order Status
Try ItTriggerPolling- Customer IDRequired
- GroupRequired
ActionWrite
- Item Type
Try ItTriggerPolling- LocationRequired
Try ItTriggerPolling- Location
Try ItTriggerPolling- LocationRequired
- Team Member IDRequired
- Customer IDRequired
- Date and Time of AppointmentRequired
- Appointment Service IDRequired
- Note
ActionWrite
Related categories
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.
Related categories
Related Zap Templates
- Create new Square customers from Pipedrive deals
- Add new Pipedrive people as Square customers in real-time
- Create Pipedrive deals for new Square customers
- Create Pipedrive activities for new Square orders
- Create Pipedrive activities for new Square payments
- Update Pipedrive deals when new Square payments are processed
- Create Pipedrive deals for new Square payments
- Create Pipedrive notes for new Square orders
- Create Pipedrive deals from new Square orders
- Update Pipedrive deals when new Square payments come in
- Create new Pipedrive deals from Square appointments
- Create Pipedrive activities for new Square orders
- Update Square inventories when Pipedrive deals match filters
- Update Square customers when a new Pipedrive deal matches a filter
- Create Pipedrive deals for new Square orders
- Add new Pipedrive leads to a Square customer group for streamlined management
- Create new Square customers from Pipedrive activities
- Update Square customers with new Pipedrive activities
- Create new Pipedrive deals from new Square invoices
- Create new Pipedrive activities for each new appointment in Square
- Update Pipedrive deals when new orders roll into Square









