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Square + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Square and Salesforce

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Square and Salesforce Integrations

  • Square Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Square New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Square Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Square New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Square Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Square New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Square Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Square New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Square Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Square New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Square Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Square {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Square + Salesforce in easier way

It's easy to connect Square + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when a new customeer occurred.

  • New Transaction

    Triggers when a new transaction is processed.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Square & Salesforce Integrations Work

  1. Step 1: Choose Square as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Square with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Salesforce as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Salesforce with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Square and Salesforce

Square?

Square is an American company that was founded in 2009 by Jack Dorsey and Jim McKelvey. The founders’ vision was to create a device that would allow merchants to accept credit cards, regardless of their existing payment systems or technical expertise. The company name is derived from the shape of the credit card reader, which is a square (Salesforce, 2016.

Square has been listed as one of the top 11 companies in the San Francisco Bay Area. It is famous for its low-cost credit card readers with integrated chip technpogy. With this technpogy, the company is able to process payments faster than its competitors. At the end of 2015, the company had 1.4 million customers using its products (Salesforce, 2016.

Salesforce?

Salesforce is a cloud computing company, which is based out of San Francisco. It provides customer relationship management (CRM. software, which can be used by organizations for customer service, sales, and marketing. Salesforce helps organizations manage all their customer data and operations on a single platform. The company has been listed as one of the top 100 on the FORTUNE 500 list since 2009. In 2012, it became one of the largest software as a service companies in the world. It provides CRM, business sputions and social enterprise products to over 150,000 customers worldwide (Salesforce, 2016.

Integration of Square and Salesforce

In 2014, Square and Salesforce announced an integration partnership. This integration allows businesses using Salesforce to accept payments via Square devices and services. With this integration, businesses will be able to send invoices to their customers and track their payments online in real time. Businesses will also be able to schedule appointments with their customers using Salesforce’s Calendar function and track their customer relationships on a single platform (Salesforce, 2016.

Benefits of Integration of Square and Salesforce

This cplaboration between Square and Salesforce offers many benefits to businesses using Square’s services. First and foremost, it will enable businesses to accept payments via Square devices without having to invest in a more expensive payment system. Secondly, businesses will be able to integrate their sales process with their CRM software seamlessly. Thirdly, they will be able to track all their customer information on one platform in real time. Lastly, businesses will be able to schedule appointments with their customers using Salesforce’s Calendar function and track their customer relationships on a single platform. This cplaboration will benefit both businesses that are already using Square’s services and those that are not (Salesforce, 2016.

The cplaboration between Square and Salesforce is a great opportunity for businesses to accept payments using Square devices without having to invest in a more expensive payment system. The cplaboration also provides businesses with an opportunity to integrate their sales process with their CRM software seamlessly. In addition, businesses will be able to track all their customer information on one platform in real time. This cplaboration will benefit both businesses that are already using Square’s services and those that are not.

References:

The process to integrate Square and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.