How to connect Square + ClickFunnels
Zapier lets you send info between Square and ClickFunnels automatically—no code required.
Popular Square + ClickFunnels workflows
- Create Square customers for new successful purchases in ClickFunnels
Create Square customers for new successful purchases in ClickFunnels
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- New Catalog ItemTriggers when a new catalog item is created.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New InvoiceTriggers when a new invoice is added.Trigger
- New OrderTriggers when a new order is processed.Trigger
- Add Customer to GroupAdds a customer to a group.Action
- Create CustomerCreates a customer.Action
- Create InvoiceCreates a new draft invoice for an order.Action
- Create OrderCreates an order.Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Sends an existing draft invoice.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
- Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
- ClickFunnels
Triggers when Contact activity record is created.
Instant
Trigger
- ClickFunnels
Triggers when a failed Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Add a Contact Profile Email to a List.
Scheduled
Action
- ClickFunnels
Add a Tag to a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
- ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
- ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Find or Create Contact Profile
Scheduled
Action
How Square + ClickFunnels Integrations Work
- Step 1: Authenticate Square and ClickFunnels.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Square Tutorials
ClickFunnels Tutorials
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