Skip to content
  • Salesforce logoSalesforce logo
  • Square logoSquare logo

Salesforce + Square

Update Square customers when Salesforce records have updated fields

Keep your Salesforce and Square customer information up to date with this seamless workflow. Whenever a record field is updated in Salesforce, this automation will update the corresponding customer details in Square, saving you time and ensuring your customer data is always accurate. Focus on building strong customer relationships while this integration takes care of data consistency.

Keep your Salesforce and Square customer information up to date with this seamless workflow. Whenever a record field is updated in Salesforce, this automation will update the corresponding customer details in Square, saving you time and ensuring your customer data is always accurate. Focus on building strong customer relationships while this integration takes care of data consistency.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    SquareSquare
    Update Customer

    Updates a customer.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
salesforce logo
salesforce logo

About Salesforce

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

Related categories