Pipedrive + Square

Create new Pipedrive activities for each new appointment in Square

When a new appointment is scheduled in Square, this workflow promptly crafts a corresponding activity in Pipedrive. This eliminates the manual task of data entry, allowing you to focus more on your clientele. It enhances organization and efficiency in your business processes, thereby saving time.

When a new appointment is scheduled in Square, this workflow promptly crafts a corresponding activity in Pipedrive. This eliminates the manual task of data entry, allowing you to focus more on your clientele. It enhances organization and efficiency in your business processes, thereby saving time.

  1. When this happens...
    SquareSquare
    New Appointment

    Triggers when a new appointment is created.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • eCommerce
  • Payment Processing

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