PipelineDeals + Square Integration

Connect PipelineDeals to Square in 1 click

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Square + PipelineDeals Integration

Create PipelineDeals deal from new Square transaction

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

This will save you time by automatically creating a deal 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 + PipelineDeals Integration

Create PipelineDeals person from new Square transaction

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

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

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

Create PipelineDeals task for new Square transaction

If you're using Square to process your payments, you can easily create task in PipelineDeals 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 PipelineDeals accounts, and we'll take care of the rest!
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PipelineDeals + Square Integration
1.
  • PipelineDeals
    Person is created in PipelineDeals Instant
  • PipelineDeals
    Company is created in PipelineDeals Instant
  • PipelineDeals
    Deal is created in PipelineDeals Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals Instant
  • PipelineDeals
    Deal is moved in PipelineDeals Instant
  • 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.
  • PipelineDeals
    Create Deal in PipelineDeals
  • PipelineDeals
    Update Deal in PipelineDeals
  • PipelineDeals
    Create Person in PipelineDeals
  • PipelineDeals
    Update Person in PipelineDeals
  • PipelineDeals
    Create Company in PipelineDeals
  • PipelineDeals
    Update Company in PipelineDeals
  • PipelineDeals
    Search company in PipelineDeals
  • PipelineDeals
    Search deal in PipelineDeals
  • PipelineDeals
    Create Task in PipelineDeals
  • PipelineDeals
    Create Activity (Note) in PipelineDeals
  • 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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