Salesforce + Square Integration

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Square + Salesforce Integration

Create Salesforce opportunity from new Square transaction

If you use Square to process payments, you can now use this integration to create opportunity in Salesforce right from the transaction screen.

This will save you time by automatically creating a opportunity for each transaction made through Square. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Square + Salesforce Integration

Create Salesforce contact from new Square transaction

If you've been using Square to power your online payments, you'll be happy to know that integration with Salesforce will make it even easier for you to keep track of your payments and contact.

With this integration, when a transaction is added in Square, a contact will automatically be created in Salesforce. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Square and Salesforce, be sure to check it out!
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Square + Salesforce Integration

Create Salesforce task for new Square transaction

If you're using Square to process your payments, you can easily create task in Salesforce for each transaction. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each transaction will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Square and Salesforce accounts, and we'll take care of the rest!
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Square + Salesforce Integration

Create Salesforce record for new Square transaction

With the help of this Square - Salesforce integration, whenever a new transaction is created in Square, a corresponding record will be created in Salesforce. This record will include the data from the payment, including the transaction amount, the date of the transaction, and the name of the person who made the transaction.

This information can be used to track payments and transactions over time, and to make sure that all transactions are accounted for. Thus. this Square - Salesforce integration can be helpful for keeping track of expenses, or for monitoring a budget.
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Salesforce + Square Integration
1.
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
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    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
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    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
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    Update record in Salesforce
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    Search record in Salesforce
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    Create lead in Salesforce
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    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
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    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
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    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
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    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
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    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
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    Update case in Salesforce
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    Search case in Salesforce
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    Get Record by Id in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • Square
    Create customer in Square
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    Search customer in Square
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    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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