Pipedrive and Square integration
Pipedrive and Square, one customer list
CRM Connector keeps Pipedrive persons and Square customers the same, both ways or one way. Square takes payments at the counter and online, and a customer who paid there is a person sales can follow up in Pipedrive.
- Official sign in for both
Customers, two way or one way
At a glance
Customers stay the same on both sides.
What syncs
- CustomersBoth ways
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Pipedrive or Square leads when the same record changed in both since the last sync.
Options for Pipedrive and Square
- Everyone, customers only or leads only
- Only persons with a Pipedrive label you pick
Record by record
What syncs between Pipedrive and Square
Which Pipedrive field matches which Square field, and what each change does.
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.
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.
Customers. Pipedrive has no invoices, and Square invoices and bookings are not offered.
Ask your AI assistant
Ask ChatGPT or Claude about Pipedrive and Square
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
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Sign in to Pipedrive and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.