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Automatically create or update Salesforce leads and contacts from Square transactions, using Latenode's visual editor to tailor workflows without code, and scale affordably as your business grows.
Connect Square and Salesforce in minutes with Latenode.
Create Square to Salesforce workflow
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Create a New Scenario to Connect Square and Salesforce
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Square, triggered by another scenario, or executed manually (for testing purposes). In most cases, Square or Salesforce will be your first step. To do this, click "Choose an app," find Square or Salesforce, and select the appropriate trigger to start the scenario.
Add the Square Node
Select the Square node from the app selection panel on the right.
Square
Add the Salesforce Node
Next, click the plus (+) icon on the Square node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
Square
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Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Square and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Square and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesforce
Trigger on Webhook
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Square
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Square, Salesforce, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Square and Salesforce integration works as expected. Depending on your setup, data should flow between Square and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Square + Salesforce + QuickBooks: When a new paid order is created in Square, a lead is created in Salesforce. If the lead is successfully created, an invoice is generated in QuickBooks.
Salesforce + Square + Slack: When a record is updated in Salesforce, check if customer paid via Square. If payment exists, notify the sales team in Slack.
About Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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How can I connect my Square account to Salesforce using Latenode?
To connect your Square account to Salesforce on Latenode, follow these steps:
Can I automatically create Salesforce leads from new Square transactions?
Yes, you can! Latenode's visual builder makes it easy. Automatically create Salesforce leads the moment a transaction occurs in Square, streamlining sales and marketing efforts.
What types of tasks can I perform by integrating Square with Salesforce?
Integrating Square with Salesforce allows you to perform various tasks, including:
How does Latenode handle large volumes of Square data synced to Salesforce?
Latenode is designed for scalability. Process and sync large Square datasets with Salesforce reliably, using parallel processing and optimized data handling.
Are there any limitations to the Square and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: