Connect Salesforce and Square to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect Salesforce to Square with a Zapier template.

Our most popular template

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

Create Salesforce records for new Square payments

Details

Try it

Square + Salesforce

Create Salesforce leads for new Square orders and add to campaign

Details

Try it

Square + Salesforce

Create Salesforce records for new Square orders

Details

Try it

Square + Salesforce

Update Salesforce records when new appointments are scheduled in Square

Details

Try it

Square + Salesforce

Update Salesforce records with new Square customers

Details

Try it

Square + Salesforce

Update Square customers with new Salesforce records

Details

Try it

Salesforce + Square

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

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

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.

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
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  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
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
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  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
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
- 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
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
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- 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
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- 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
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note 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
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
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
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write
- Help_text
- Location
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
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

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

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

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.

Learn about AI automation

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.

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

PayPal

Payment Processing

Shopify

eCommerce

Epos Now

Payment Processing

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

Explore Salesforce + Square Integrations

quickbooks

stripe

Connect Salesforce and Square to unlock the power of automation

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

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

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

Connect Salesforce and Square to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Salesforce on the Zapier blog

How to integrate Salesforce with ChatGPT

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

Learn how to automate Square on the Zapier blog

6 ways to integrate Square with your business apps

Grow your store's revenue with Square

Remember to follow up on Square purchases with this automation

Make work flow with AI

Frequently Asked Questions about Salesforce + Square integrations

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

Explore Salesforce + Square Integrations

Explore Salesforce + Square Integrations