Square
Salesforce

Square and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
6automatiomation platforms supported
Square Actions
36Square Triggers & Actions
Salesforce Actions
149Salesforce Triggers & Actions

How to connect Square and Salesforce

Square and Salesforce integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 3 more. With the combination of 45 Square triggers and 151 Salesforce actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Square and Salesforce Integration

By integrating Square with Salesforce, users can create custom workflows that save time and increase efficiency. Here are some of the most popular workflows that can be achieved through their integration.

  • Add important tasks to a personal to-do list
  • Distribute content across social media platforms
  • Register new leads for webinars to nurture them
  • Enroll customer in an online course

Workflow Automation Platforms supported by Square and Salesforce

You can streamline your workflow processes between Square and Salesforce with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • IFTTT. IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
  • Albato. Albato is the ultimate platform for automating all your business needs. With no coding required, you can connect any apps and streamline your workflows. Plus, their App Integrator allows you to easily add missing apps to their library. Albato Embedded is perfect for SaaS.

Square and Salesforce Integration Price

If you have decided to use a workflow automation tool to connect Square and Salesforce, it's important to carefully analyze the cost of integration.

To help you better understand the pricing implications of using automation services for Square and Salesforce integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.

Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Basic

$19

Volume: 10K
Plan: Pro

$130

Volume: 100K
Plan:

Triggers and Actions supported by Square and Salesforce

Integrating Square and Salesforce often involves finding automation that is suitable for your business request.

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

We have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating Square with Salesforce.

Square

When this happens

Select a Trigger

Salesforce

Do this

Select an Action

How to setup Square and Salesforce integration

  • Step 1: Choose a Workflow Automation Service supported by Square and Salesforce. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both Square and Salesforce on the chosen automation platform

    60 seconds

  • Step 3: Select a Trigger for Square that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Choose an appropriate Action to be executed by Salesforce once your automation scenario is triggered. Explore Actions

    15 seconds

  • Step 5: Specify the data that will be exchanged between Square and Salesforce by configuring the appropriate settings.

    120 seconds

  • Step 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!

Frequently Asked Questions

Does Square integrate with Salesforce?

You can connect Square and Salesforce automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect, IFTTT, Integrately or Albato to link Square and Salesforce.

Can you Integrate Square and Salesforce for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect, IFTTT or Integrately to connect Square to Salesforce for free, albeit with some limitations.

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