Square and Salesforce Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

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.

Square + Salesforce integration

Connect Square and Salesforce in minutes with Latenode.

Start for free

Automate your workflow

Swap Apps

Square

Salesforce

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Square and Salesforce

Create a New Scenario to Connect Square and Salesforce

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – 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.

+
1

Square

Configure the Square

Click on the Square node to configure it. You can modify the Square URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

Square

Node type

#1 Square

/

Name

Untitled

Connection *

Select

Map

Connect Square

Sign In
⏡

Run node once

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.

1

Square

βš™

+
2

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.

1

Square

βš™

+
2

Salesforce

Node type

#2 Salesforce

/

Name

Untitled

Connection *

Select

Map

Connect Salesforce

Sign In
⏡

Run node once

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.

1

Square

βš™

+
2

Salesforce

Node type

#2 Salesforce

/

Name

Untitled

Connection *

Select

Map

Connect Salesforce

Salesforce Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the Square and Salesforce Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

βš™

6

AI Anthropic Claude 3

βš™

+
7

Salesforce

1

Trigger on Webhook

βš™

2

Square

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

After configuring Square, Salesforce, and any additional nodes, don’t 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 β€œRun once” 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.

Most powerful ways to connect Square and Salesforce

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.

Square and Salesforce integration alternatives

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.

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.

See how Latenode works

FAQ Square and Salesforce

How can I connect my Square account to Salesforce using Latenode?

To connect your Square account to Salesforce on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Square and click on "Connect".
  • Authenticate your Square and Salesforce accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new Salesforce contacts from new Square customers automatically.
  • Update Salesforce opportunity stages based on Square payment status.
  • Sync Square sales data with Salesforce for reporting and analytics.
  • Trigger personalized email campaigns in Salesforce based on Square purchases.
  • Generate Salesforce tasks for follow-up based on Square transaction amounts.

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:

  • Historical data migration from Square to Salesforce may require batch processing.
  • Custom Square fields might need manual mapping to corresponding Salesforce fields.
  • Real-time synchronization depends on the API rate limits of both Square and Salesforce.

Try now