Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Salesforce with Square - no code necessary. See how you can get setup in minutes.
100%
Help
Salesforce
Salesforce
1. Choose trigger event
Square
Square
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Salesforce and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create 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
Company
Nickname
Reference_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Location
Required
Customer ID
External Identifier
Buyer Email Address
Payment Type
Required
Payment Note
Quantity
Required
Amount
Required
Currency
Required
Line Item Name
Catalog Item Variation ID
Pickup
Display Name
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
Name
Percentage
Amount Discounted
Discount Currency
Name
Percentage
Type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer ID
Required
Group
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Attribute
Required
Value
Required
Idempotency Key
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Field_help
Email_address
Phone Number
Reference ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Field_help
Text Filter
Location
Action
This is an event a Zap performs.
Search
Find existing data in your app
Field_help
Email_address
Phone Number
Reference ID
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Salesforce and Square with AI agents and code
Beyond Zap workflows. Call Salesforce and Square actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and Square actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Add Customer to Group
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Salesforce and Square to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Salesforce on the Zapier blog
Learn how to automate Square on the Zapier blog
Make work flow with AI
Level up your Salesforce to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Square
How can I automate data transfer between Salesforce and Square?
You can automate data transfer between Salesforce and Square by setting up triggers and actions that automatically sync customer data, sales transactions, and inventory changes. For example, a new transaction in Square can trigger a new contact record in Salesforce.
What are some common triggers when integrating Salesforce with Square?
Common triggers include a new transaction, updated customer information, or inventory changes in Square that can lead to corresponding updates in Salesforce records.
Is it possible to update Salesforce when an item is sold in Square?
Yes, when an item is sold in Square, a trigger can automatically update the corresponding item records in Salesforce to reflect sales figures or inventory levels.
Can I manage my customer relationships with this integration?
Indeed, you can manage your customer relationships effectively by syncing purchase history and contact details from Square into your Salesforce CRM using set triggers and actions.
Are there any limitations on the data that is transferred between Salesforce and Square?
While most standard objects like customers, transactions, and products can be synced seamlessly with proper triggers and actions in place, custom objects might require additional configuration.
How do I handle duplicates when syncing contacts between the two systems?
To manage duplicates during synchronization processes, we employ matching criteria settings within our integration platform which check existing records before creating new ones based on specific fields like email or phone number.
What if there's an error during the data sync between Salesforce and Square?
Our system will send notifications if any errors occur during data synchronization. You can also set up failure actions to resolve common issues or retry operations after fixing errors.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.
