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Square logoSquare logo

Pipedrive + Square

Pipedrive + Square

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.

  1. When this happens...
    New Customer
    New Customer
    New CustomerTriggers when a new customer is created.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with Square and Pipedrive

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

  • Square triggers, actions, and search
    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Polling
    Try It
    • Location
      Required
    • Order Status
    Trigger
    Polling
    Try It
    • Customer ID
      Required
    • Group
      Required
    Action
    Write
    • Location
      Required
    • Team Member ID
      Required
    • Customer ID
      Required
    • Date and Time of Appointment
      Required
    • Appointment Service ID
      Required
    • Note
    Action
    Write
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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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