Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Pipedrive or Square leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Pipedrive and Square, one customer list
Pipedrive runs sales, Square takes payments at the counter and online. CRM Connector keeps Pipedrive persons and Square customers the same, in both directions, so nobody retypes a record.
- Official sign in for both
- Either system can lead
- 7 day free trial
Customers, two way or one way
- Customers
At a glance. Customers stay the same on both sides. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Pipedrive or Square as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyOnly persons with a Pipedrive label you pickEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysGiven name
- Last nameBoth waysFamily name
- OrganizationWhen createdCompany name
- Primary emailBoth waysEmail address
- Primary phoneBoth waysPhone number
- Postal address, or the organization'sWhen createdAddress
- Won dealsEach works it outPaid invoices or bookings
- LabelsOnly in PipedriveNot in Square
It happens in Pipedrive, then in Square
A new contact
Looked for in Square on the exact email, then the exact phone. Updated when found, created only when nothing matches.
Name, email or phone changes
The same change is made to the Square customer on the next sync.
The organization or address changes later
Not carried: the company name and address reach Square when the customer is created.
- Before anything is created the other system is searched first, so nothing is created twice.
- Pick only persons with a label you choose, and only those labelled persons start travelling out of Pipedrive.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 7
Both connections are checked
Credentials for Pipedrive and Square are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Pipedrive or Square leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same customer is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Pipedrive or Square on its own is on its own page.
FAQ
Questions about Pipedrive and Square?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes. Customers sync in both directions, and you choose which system leads when the same person changed on both sides.
Customers. Pipedrive has no invoices, and Square invoices and bookings are not offered.
Yes. Pick customers only: in Square that is paid invoices or past bookings, in Pipedrive a won deal.
No. Before anything is created in Pipedrive or Square, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Pipedrive and Square?Start your 7 day free trial
Sign in to Pipedrive and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.