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Quickly connect Salesforce to Square with a Zapier template.

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Create Salesforce records for new Square payments
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Square + Salesforce
Create Salesforce leads for new Square orders and add to campaign
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Square + Salesforce
Create Salesforce records for new Square orders
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Square + Salesforce
Update Salesforce records when new appointments are scheduled in Square
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Square + Salesforce
Update Salesforce records with new Square customers
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Square + Salesforce
Update Square customers with new Salesforce records
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Salesforce + Square

Create Salesforce records for new Square payments

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Square + Salesforce

Create Salesforce leads for new Square orders and add to campaign

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Square + Salesforce

Create Salesforce records for new Square orders

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Square + Salesforce

Update Salesforce records when new appointments are scheduled in Square

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Square + Salesforce

Update Salesforce records with new Square customers

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Square + Salesforce

Update Square customers with new Salesforce records

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Salesforce + Square

Add new Square payments as leads to Salesforce campaigns
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Square + Salesforce
Update Square customers when Salesforce records have updated fields
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Salesforce + Square

How Zapier works

Zapier makes it easy to integrate Salesforce with Square - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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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.

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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.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write

- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
  Required
- Reference_id
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
- Currency
- Line Item Name
- Catalog Object
  Required
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone_number
- Street Address
- Apt./Suite
- State
- County
- Country
- City
- ZIP
- Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer ID
  Required
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
- Customer ID
  Required
- Reference_id
- Source
- Ticket Name
- Quantity
  Required
- Amount
- Currency
- Catalog Object
  Required
- Other
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Note Title
  Required
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team Member ID
  Required
Action
Write
- Help_text
- Location
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Field_help
- Email_address
- Phone_number
- Reference_id
Action
Search
- Field_help
- Text Filter
- Location
  Required
Action
Search
- Field_help
- Email_address
- Phone_number
- Reference_id
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Square on the Zapier blog

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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.

Learn moreLearn moreHelpHelp

Related categories

eCommerce Payment Processing

Similar apps

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Connect Salesforce to Square on the world's largest no-code automation platform

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Connect Salesforce and Square to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create Salesforce records for new Square payments

Create Salesforce leads for new Square orders and add to campaign

Create Salesforce records for new Square orders

Update Salesforce records when new appointments are scheduled in Square

Update Salesforce records with new Square customers

Update Square customers with new Salesforce records

Create Salesforce records for new Square payments

Create Salesforce leads for new Square orders and add to campaign

Create Salesforce records for new Square orders

Update Salesforce records when new appointments are scheduled in Square

Update Salesforce records with new Square customers

Update Square customers with new Salesforce records

Add new Square payments as leads to Salesforce campaigns

Update Square customers when Salesforce records have updated fields

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Salesforce + Square integrations

Practical ways you can use Salesforce and Square

KPI reporting dashboard automation

Ticket prioritization automation

Automated systems health monitoring

Supported triggers and actions

Learn how to automate Salesforce on the Zapier blog

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How to connect Google Sheets to Salesforce

How to automatically add Shopify customers to Salesforce

Learn how to automate Square on the Zapier blog

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Grow your store's revenue with Square

Remember to follow up on Square purchases with this automation

Connect Salesforce to Square on the world's largest no-code automation platform

Explore Salesforce + Square Integrations

Explore Salesforce + Square Integrations