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
Order created
Triggers when a new order is created
Payment created
Triggers when a new payment is created
Customer created
Triggers when a new customer is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Lead updated
Triggers when the details of an existing lead is updated
Deal updated
Triggers when the details of an existing deal is updated
Activity created
Triggers when a new activity is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when the details of an existing contact person is updated
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when the details of an existing activity is updated
All Actions - Actions are the automated tasks
Create order payment link
Creates a new order payment link
Create invoice
Creates a new invoice
Create quick pay payment link
Creates a new quick pay payment link
Create customer
Creates a new customer
Create item
Creates a new item
Create order
Create a new order
Update item
Updates the details of an existing item
Update customer
Updates the details of an existing customer using customer ID
Fetch inventory stock
Fetches the details of an existing inventory variant
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 tax
Fetches the tax details of an item using ID or name
Fetch item
Fetches the details of an item using ID or name
Fetch customer
Fetches the details of an existing customer
Update deal
Updates the details of an existing deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create organization
Creates a new organization
Create product
Creates a new product
Create activity
Creates a new activity
Create contact person
Creates a new contact person for the selected organization
Create project
Creates a new project
Create lead
Creates a new lead
Create deal
Creates a new deal
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch product by name
Fetches the details of an existing product by name
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch activity
Fetches the details of an existing user activity
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
What is Square?
Square is payment processing software with features such as categorization of items, inventory management, and sales history.
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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