Create Salesforce contact for new Square customer
Square + Salesforce Integration
Salesforce + Square Integration
Integrate Salesforce to Square in one click, or tell Integrately AI how you want each customer handled. Log payments, sync orders, update customer records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
Payment is failed in Square- Payment is successful in Square
- Payment is created (all status) in Square
- Customer is created in Square
- Order is created in Square
2.
Trusted by experts at...
Ready Workflows for Salesforce + Square Integration
Capture customer details, sync orders, update records, and alert your sales team, all in just one click.
Most popular automations
Create Salesforce opportunity for new Square customer
Square + Salesforce Integration
Create Square event for new Salesforce account
Salesforce + Square Integration
Create Salesforce record for new Square customer
Square + Salesforce Integration
When Opportunity is created in Salesforce > Create booking in Square
Salesforce + Square Integration
Create Square customer for new Salesforce contact
Salesforce + Square Integration
Create Square event for new Salesforce contact
Salesforce + Square Integration
Create Salesforce record for new Square customer
Square + Salesforce Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Salesforce + Square flow
Send payment data to your spreadsheets, notify your team on messaging apps, and keep your marketing lists updated. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
Mailchimp (4)
Mailchimp (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) +
Stripe (4)
Stripe (4) S
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Create a Salesforce contact whenever a new Shopify order is created, and update the customer in Square.
New Shopify orders instantly create a contact in Salesforce and update the matching customer in Square, keeping your entire commerce stack aligned.
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When a Shopify order is fulfilled, update the Salesforce case and create a paid order in Square.
Fulfilled Shopify orders update your Salesforce cases and generate paid orders in Square automatically.
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If a Shopify order total exceeds 500, create a priority lead in Salesforce and create a paid order in Square.
High-value Shopify orders trigger priority leads in Salesforce and record paid orders in Square instantly.
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Use ChatGPT to summarise every new Shopify order, update the Salesforce record, and create a paid order in Square.
ChatGPT summarises incoming Shopify orders, updates your Salesforce records, and logs paid orders in Square.
Supported triggers and actions for Salesforce and Square
Mix and match to build the exact automation you need
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → What can you automate with Salesforce + Square?
Connect customer records, synchronise payments, and eliminate manual data entry across your entire business stack.
🔄
Sync customer records between Salesforce and Square instantly
Automatically create a contact in Salesforce whenever a new customer is registered in Square. Keep your sales pipeline and commerce platform perfectly synchronised without manual exporting.
📋
Capture every submitted field and attribute
Map complete customer details, phone numbers, and email addresses from Square straight into your Salesforce fields. Ensure your CRM database maintains a comprehensive record for every buyer.
🔔
Notify your team the moment transactions happen
Alert your sales or finance channel instantly when a new customer is created or a payment is completed. Keep your team informed and ready to take immediate follow-up action.
🔀
Route records based on submitted payment details
Create priority leads in Salesforce or assign customer groups in Square depending on order totals or specific field selections. Direct high-value transactions to the right representatives automatically.
📝
Keep destination records updated as details change
Automatically update existing contacts in Salesforce whenever customer information changes in Square. Prevent outdated directory entries and maintain clean data across all platforms.
🔍
Search and update instead of creating duplicates
Lookup existing records before creating new entries to prevent duplicate customer profiles in your CRM. Keep your Salesforce database clean and organised with intelligent record matching.
💳
Handle later status changes and payment outcomes
Automatically update Salesforce opportunities and cases when Square payments succeed, fail, or orders are fulfilled. Manage order lifecycles smoothly from initial purchase to final delivery.
🌐
Extend your workflow to Slack and other apps
Connect your core Salesforce and Square flow with Slack, Google Sheets, or QuickBooks Online to notify teams and log data. Build multi-step automations that span your entire business stack.
And much more...
Who is Salesforce + Square integration for?
Connecting Salesforce and Square eliminates manual data entry for revenue teams, store managers, and administrators who need accurate records across platforms.
Sales Operations Managers
Customer Support Leads
Account Executives
Retail Store Managers
Business Analysts
Database Administrators
📈
Sales Operations Managers
You're managing pipeline data in Salesforce while retail transactions pile up in Square, but your manual export schedule leaves revenue reports outdated for days — with this integration, every payment record and customer update syncs instantly and your dashboards stay current.
⚡
Customer Support Leads
You need to answer client billing inquiries quickly, but finding payment history requires switching between your CRM and point-of-sale dashboard — with this integration, every transaction detail appears directly in your Salesforce cases so your team resolves issues immediately.
🤝
Account Executives
You answer to enterprise clients who expect their purchase history and CRM records to match perfectly without discrepancies — with this integration, every Square order and Salesforce contact remain perfectly aligned for client reviews.
🔄
Retail Store Managers
The volume of daily orders in Square makes manual contact entry into your Salesforce database impossible to maintain by hand — with this integration, every customer profile and order record transfers automatically without human error.
📋
Business Analysts
You own downstream reporting and depend on upstream sales teams to hand over clean customer data without missing records — with this integration, every customer creation and lead update flows reliably into your tracking tables.
🛡️
Database Administrators
You need a reliable customer history across all business systems, but manual data copying keeps leaving gaps in your archives — with this integration, every transaction and contact update is captured accurately from day one.
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 Salesforce + Square
Build and manage your Salesforce + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Salesforce + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Salesforce + Square Now 
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Frequently Asked Questions
How do I connect Salesforce to Square?
You can connect Salesforce to Square in one click using ready-made templates on Integrately. Choose a pre-built workflow, connect your accounts, and ask Integrately AI to handle custom field mappings.
Can I automatically create a Salesforce contact when a Square customer is created?
Can I connect Salesforce, Square, and Slack?
What is a good Zapier alternative for Salesforce and Square?
How are Salesforce records updated from Square payments?
How do I sync Square customers with Salesforce leads?
Do I need coding skills to automate Salesforce and Square?
Is the Salesforce and Square integration free?
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