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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 5$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 16$/month
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.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Basic $19 Volume: 10K Plan: Pro $130 Volume: 100K Plan: | $0 Free | $19 Basic | $130 Pro |
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.
When this happens
Select a Trigger
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
60 secondsStep 2: Enable authentication for both Square and Salesforce on the chosen automation platform
60 seconds
60 secondsStep 3: Select a Trigger for Square that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Choose an appropriate Action to be executed by Salesforce once your automation scenario is triggered. Explore Actions
15 seconds
15 secondsStep 5: Specify the data that will be exchanged between Square and Salesforce by configuring the appropriate settings.
120 seconds
120 secondsStep 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!
More integrations to Square
Explore our list of other popular Square integrations to find new automation scenarios. Square Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
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.