Mailshake + Square Integration

Integrate Mailshake to Square in one click, or tell Integrately AI how you want each customer handled. Track payments, create leads, update customer records, and launch outreach campaigns automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Mailshake
    Reply is recieved in Mailshake
  • Mailshake
    Link is clicked in Mailshake
  • Mailshake
    Message is sent in Mailshake
  • Mailshake
    Mail is opened in Mailshake
  • Mailshake
    Lead status is updated in Mailshake
  • Mailshake
    Lead is created for campaign in Mailshake
  • Mailshake
    Lead is created in Mailshake
  • Mailshake
    Campaign is created in Mailshake
  • Square
    Payment is failed in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is successful in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • Mailshake
    Add recipient by email addresses in Mailshake
  • Mailshake
    Add recipient by csv in Mailshake
  • Mailshake
    Unsubscribe recipients in Mailshake
  • Mailshake
    Pause recipient in Mailshake
  • Mailshake
    Unpause recipient in Mailshake
  • Mailshake
    Create lead in Mailshake
  • Mailshake
    Update lead status in Mailshake
  • Mailshake
    Unpause campaign in Mailshake
  • Mailshake
    Pause campaign in Mailshake
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square

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Ready Workflows Ready Workflows for Mailshake + Square Integration

Capture customers, create leads, track payments, update records, and launch outreach campaigns, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Mailshake + Square flow

Sync new leads and payments to CRMs, spreadsheets, and messaging tools to keep your teams aligned. Pick a combination and activate it in one click.

Mailshake
Square
+
HubSpotHubSpot (8)
+
Google SheetsGoogle Sheets (8)
+
GmailGmail (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
CalendlyCalendly (8)
S
H
M
Create a HubSpot contact for every new Square customer, and add a lead in Mailshake.
New Square customers appear in HubSpot instantly and generate a lead in Mailshake, eliminating manual data entry between your sales and billing systems.
M
H
S
Create a HubSpot task when a Mailshake campaign is created, and update the customer in Square.
New Mailshake campaigns automatically open follow-up tasks in HubSpot and update customer details in Square without manual tracking.
H
S
M
When a HubSpot deal stage changes, update the customer in Square and pause the recipient in Mailshake.
Deal stage updates in HubSpot automatically adjust customer records in Square and pause outreach recipients in Mailshake.
S
H
M
Create a HubSpot task for every payment failure in Square, and create a lead in Mailshake.
Payment failures in Square instantly generate follow-up tasks in HubSpot and add recovery leads in Mailshake.
S
H
M
If a Square payment is successful, create a HubSpot deal and add a lead in Mailshake.
Successful Square payments automatically log a deal in HubSpot and create a new outreach lead in Mailshake.
H
S
M
When a HubSpot deal is marked closed won, create a paid order in Square and create a lead in Mailshake.
Closed-won deals in HubSpot automatically generate paid orders in Square and add outreach leads in Mailshake.
S
H
M
Use ChatGPT to summarise every new Square order, create a HubSpot note, and add a lead in Mailshake.
ChatGPT summarises incoming Square orders, saves the brief as a HubSpot note, and creates an outreach lead in Mailshake.
S
H
M
S
Turn every successful Square payment into a HubSpot contact, create a lead in Mailshake, and notify your sales team in Slack.
Successful Square payments create HubSpot contacts, add Mailshake leads, and instantly notify sales teams in Slack.

Supported triggers and actions for Mailshake and Square

Mix and match to build the exact automation you need

Mailshake
Mailshake Triggers & Actions
Reply is recieved in Mailshake
Triggers the automation when a reply is received
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Link is clicked in Mailshake
Triggers the automation when a link in the email is clicked
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Message is sent in Mailshake
Triggers the automation when a new message is sent
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Mail is opened in Mailshake
Triggers the automation when an email is opened
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Lead status is updated in Mailshake
Triggers the automation when the status of a lead changes
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Lead is created for campaign in Mailshake
Triggers the automation when a lead is created for a campaign
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Lead is created in Mailshake
Triggers the automation when a new lead is created
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Campaign is created in Mailshake
Triggers the automation when a new campaign is created
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Add recipient by email addresses in Mailshake
Adds recipients to a mailing list by their email addresses
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Add recipient by csv in Mailshake
Import multiple recipients from a csv file
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Unsubscribe recipients in Mailshake
Removes recipients from the mailing list
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Pause recipient in Mailshake
Pauses a recipient
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Unpause recipient in Mailshake
Unpauses a recipient
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Create lead in Mailshake
Generates new leads for potential customers
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Update lead status in Mailshake
Updates the status of a lead based on particular criteria
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Unpause campaign in Mailshake
Unpauses a campaign
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Pause campaign in Mailshake
Pauses a campaign
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Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Customer is created in Square
Triggers the automation when a new customer is created
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Order is created in Square
Triggers the automation when a new order is created
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Update customer in Square
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Create customer in Square
Adds a new customer to the database
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Search customer in Square
Locates and retrieves customer information
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Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
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Get order by Id in Square
Retrieves an order by its id
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Create paid order in Square
Creates a new paid order
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Get customer by Id in Square
Retrieves customer information based on their id
Try it →

What can you automate with Mailshake + Square?

Streamline your e-commerce and outreach operations by connecting every customer payment directly to your email campaigns.

What you can automate?
🔄
Create Mailshake leads from Square customers automatically
Every new customer created in Square instantly generates a corresponding lead in Mailshake, eliminating manual data entry between your commerce platform and outreach tool.
📋
Capture every customer and payment detail
Map customer names, emails, and transaction amounts from Square straight into your Mailshake campaign leads to ensure your outreach is fully personalised.
🔔
Notify your team the moment a payment succeeds
Alert your sales representatives instantly via Slack or email whenever a successful Square payment comes in so they can track revenue growth in real time.
🔀
Route leads based on order or payment status
Send high-value Square customers to priority Mailshake campaigns while routing standard orders to general outreach sequences automatically.
🔄
Keep customer and lead statuses synchronised
Update customer records in Square whenever lead statuses change in Mailshake to maintain accurate data across your entire tech stack.
Search and update existing customer records
Search for existing customers in Square before creating new ones to prevent duplicate entries and keep your database clean.
⚠️
Handle payment failures and cancellations
Automatically pause outreach recipients or update lead statuses in Mailshake whenever a Square payment fails or an order is cancelled.
🔌
Extend your workflow to team messaging tools
Connect your Mailshake and Square workflow to Slack to notify your team whenever new customers complete a purchase or leads reply.
And much more...

Who is Mailshake + Square integration for?

Sales managers, e-commerce directors, and business owners use this integration to connect point-of-sale transactions directly to outreach campaigns without manual data entry.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency account managers
Agency account managers
E-commerce store owners
E-commerce store owners
Customer success leads
Customer success leads
Operations directors
Operations directors
📈
Performance marketers
You're reviewing campaign metrics but your outreach leads and sales data live in separate systems, so your conversion reports are always out of date — with this integration, every new Square customer instantly creates a Mailshake lead and your pipeline stays perfectly synced.
Sales reps
You need to follow up with new buyers immediately, but you find out about completed payments hours too late — with this integration, every successful Square payment triggers a Mailshake lead so you can reach out while the customer's intent is high.
📊
Agency account managers
You report client acquisition metrics weekly, but manual data gathering leaves gaps in your client updates — this integration means every transaction and outreach event flows automatically into a unified view for effortless reporting.
🛒
E-commerce store owners
Your store handles high transaction volumes every day, and manual customer entry into outreach lists creates massive backlogs — with this integration, every new Square customer and payment flows directly into Mailshake without manual effort.
🤝
Customer success leads
You depend on sales to hand over new buyers, but communication delays leave new customers waiting for onboarding — automating both apps means every Square transaction immediately alerts your outreach and onboarding workflows.
📁
Operations directors
Your team relies on historical records for forecasting, but fragmented data between sales and commerce apps creates blind spots — this integration means every lead and payment creates a complete, reliable history.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Mailshake + Square

Build and manage your Mailshake + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Mailshake + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Mailshake to Square?
Frequently Asked Questions
You can connect Mailshake to Square in 1 click using ready templates on Integrately or ask Integrately AI to build the automation and map the fields. It also integrates seamlessly with Hubspot, Google Sheets, Gmail, Stripe, Slack, Calendly, and 1,500+ other apps.
Can I automatically create a Mailshake lead when a new customer is created in Square?
Frequently Asked Questions
Can I connect Mailshake, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Mailshake and Square?
Frequently Asked Questions
How do Mailshake leads get updated with Square payment details?
Frequently Asked Questions
Can Square payments trigger actions in Mailshake campaigns?
Frequently Asked Questions
Do I need coding skills to automate Mailshake and Square?
Frequently Asked Questions
Is the Mailshake and Square integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Mailshake or Square With 1500+ Other Apps

Mailshake
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Square
Popular Square Integrations
Sync Square with accounting, project management, and reporting tools to keep data working across your stack.
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