Pipedrive + Square
Add new Pipedrive leads to a Square customer group for streamlined management
Easily manage your sales and customer information by connecting Pipedrive and Square with this efficient workflow. Whenever a new lead is added in Pipedrive, this automation will add them as a customer to a specific group within the Square app. Streamline your sales process and enhance your customer experience without any manual effort.
Easily manage your sales and customer information by connecting Pipedrive and Square with this efficient workflow. Whenever a new lead is added in Pipedrive, this automation will add them as a customer to a specific group within the Square app. Streamline your sales process and enhance your customer experience without any manual effort.
- When this happens...
New LeadTriggers when a lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Customer to GroupAdds a customer to a group.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLocationRequired
Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory Change TypeRequired
LocationRequired
Catalog ObjectRequired
QuantityRequired
Ignore unchanged counts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Order IDRequired
Customer IDRequired
Accepted Payment MethodsRequired
Payment due dateRequired
Tipping enabled
Invoice title
Invoice number
Description
Delivery methodRequired
Scheduled at
Date of sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PaymentRequired
Refund amount
Reason
Team member
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
Email Address
Phone Number
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Text Filter
Location
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Email Address
Phone Number
Reference ID
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization
Deal
Lead
Project
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
ProjectRequired
Done
TitleRequired
Description
Due Date
Parent Task
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLocationRequired
Team Member IDRequired
Customer IDRequired
Date and Time of AppointmentRequired
Appointment Service IDRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Customer ID
External Identifier
Buyer Email Address
Payment TypeRequired
Payment Note
QuantityRequired
AmountRequired
CurrencyRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference ID
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Pipedrive
Related categories
About Square
Related categories
Related Zap Templates
- Create new Square customers from Pipedrive deals
- Add new Pipedrive people as Square customers in real-time
- Create Pipedrive deals for new Square customers
- Create Pipedrive activities for new Square orders
- Create Pipedrive activities for new Square payments
- Update Pipedrive deals when new Square payments are processed
- Create Pipedrive deals for new Square payments
- Create Pipedrive notes for new Square orders
- Create Pipedrive deals from new Square orders
- Update Pipedrive deals when new Square payments come in
- Create new Pipedrive deals from Square appointments
- Create Pipedrive activities for new Square orders
- Update Square inventories when Pipedrive deals match filters
- Update Square customers when a new Pipedrive deal matches a filter
- Create Pipedrive deals for new Square orders
- Create new Square customers from Pipedrive activities
- Update Square customers with new Pipedrive activities
- Create new Pipedrive persons for new Square customers
- Create new Pipedrive deals from new Square invoices
- Create new Pipedrive activities for each new appointment in Square
- Update Pipedrive deals when new orders roll into Square