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Set up your first integration
Quickly connect LeadConnector to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate LeadConnector with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects LeadConnector 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.
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- Item Type
Try ItTriggerPolling
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Practical ways you can use LeadConnector and Square
Track all completed Square payments in LeadConnector.
When a payment is completed in Square, Zapier updates the relevant opportunity in LeadConnector. This ensures financial transactions reflect immediately in campaign records, reducing discrepancies and saving time spent reconciling systems.
Business OwnerAlert the team about new Square appointments.
When a customer books a new appointment in Square, Zapier adds a lead to a campaign in LeadConnector. This helps marketing teams engage clients instantly with follow-ups, improving customer retention and campaign effectiveness.
Marketing & Marketing OpsCreate orders in Square for new opportunities.
When a pipeline stage changes for an opportunity in LeadConnector, Zapier creates a matching order in Square. This reduces manual data entry and ensures sales opportunities are quickly converted into actionable orders.
Sales OpsLearn how to automate LeadConnector on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about LeadConnector + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LeadConnector and Square
How do I integrate LeadConnector with Square?
To integrate LeadConnector with Square, you'll use our platform to create a connection between the two applications. You start by selecting LeadConnector and Square as your apps and then choose the triggers and actions that best fit your workflow needs.
What are some common triggers in LeadConnector for integration with Square?
Common triggers include 'New Contact' when a new contact is added in LeadConnector, or 'Contact Updated' for changes made within your LeadConnector contacts list. These can prompt actions like creating a new customer or updating existing customer details in Square.
What actions can be performed in Square once triggered by an event in LeadConnector?
Once triggered by an event from LeadConnector, you can perform actions such as creating a new customer, updating an existing customer's details, or generating sales transactions directly within Square.
Do I need any coding expertise to set up the integration between LeadConnector and Square?
No coding is required to set up the integration. Our platform guides you through a user-friendly interface where you can link triggers from LeadConnector to appropriate actions in Square.
Can I automate customer updates between LeadConnector and Square?
Yes, you can automate customer updates between these apps. For example, when there's a 'Contact Updated' trigger in LeadConnector, it can automatically update the corresponding customer details in Square without manual intervention.
Is it possible to sync product inventory from Square to appear on my dashboard in LeadConnector?
While our main focus is on syncing contacts and sales transactions, syncing product inventory directly into LeadConnector's dashboard is not currently supported. We recommend exploring other available integrations for inventory management.
What happens if there's an error during the automation process between these two apps?
If any errors occur during automation, we provide detailed logs and notifications within our platform so you can quickly address any issues and ensure ongoing smooth connectivity between LeadConnector and Square.
