Integrate Square with Pipedrive
Send information between Square and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new deal in Pipedrive for every new order placed through Square
Enable sales reps to view new orders through the creation of deals in your pipeline management tool instantly. This flow will generate a new deal in Pipedrive whenever a new order is created in Square.
How it works
- The flow triggers when a new order is created in Square.
- Zoho Flow creates a new deal in Pipedrive.
Set up a new deal in Pipedrive for every new order placed through Square
Square + Pipedrive
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Supported triggers and actions
Integrate Square and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Inventory adjustment made
Triggers when a new inventory adjustment is made
Order created
Triggers when a new order is created
Customer created
Triggers when a new customer is created
Payment created
Triggers when a new payment is created
Organization created
Triggers when a new organization is created
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Product updated
Triggers when any detail of an existing product is updated
Organization updated
Triggers when any detail of an existing organization is updated
Deal updated
Triggers when any detail of an existing deal is updated
Lead updated
Triggers when any detail of an existing lead is updated
Product created
Triggers when a new product is created
Note created
Triggers when a new note is added
Pipeline stage created
Triggers when a new pipeline stage is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person created
Triggers when a new contact person is created
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create item
Creates a new item
Create order
Create a new order
Create invoice
Creates a new invoice
Update customer
Updates the details of an existing customer using customer ID
Update item
Updates the details of an existing item
Fetch customer
Fetches the details of an existing customer
Fetch inventory stock
Fetches the details of an existing inventory variant
Fetch tax
Fetches the tax details of an item using ID or name
Fetch item variant
Fetches the details of an item variant using ID or SKU
Fetch discount
Fetches the details of a discount using ID or name
Fetch item
Fetches the details of an item using ID or name
Create note
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Create contact person
Creates a contact new person
Create organization
Creates a new organization
Add products to a deal
Adds multiple products to a deal
Create lead
Creates a new lead
Create product
Creates a new project
Create deal
Creates a new deal
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update contact person
Updates the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Fetch field options
Fetches the specific field options by using its ID or name
Fetch contact person
Fetches the details of an existing contact person
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
What is Pipedrive?
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
