Salesforce and Square integration
Square and Salesforce, one customer list
CRM Connector keeps Square customers and Salesforce contacts the same, both ways or one way, so a customer who paid or booked in Square is in front of sales without retyping.
- Official sign in for both
Contacts, two way or one way
At a glance
Contacts stay the same on both sides.
What syncs
- ContactsBoth 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 Salesforce or Square leads when the same record changed in both since the last sync.
Options for Salesforce and Square
- Everyone, customers only or leads only
Record by record
What syncs between Salesforce and Square
Which Salesforce field matches which Square field, and what each change does.
Fields- First nameBoth waysGiven name
- Last nameBoth waysFamily name
- Account nameWhen createdCompany name
- EmailBoth waysEmail address
- Business phone, or mobileBoth waysPhone number
- Mailing addressBoth waysAddress
- On a won opportunityEach works it outHas bought before
- Lead sourceOnly in SalesforceNot in Square
It happens in Salesforce, then in Square
A new contact
Looked for in Square on the exact email, then the phone. Updated when found, otherwise created.
Name, email, phone or address changes
The same change is made to the Square customer on the next sync.
The company changes later
Not carried: the account name reaches Square when the customer is created.
FAQ
Questions about Salesforce 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.
Contacts. Salesforce has no standard invoice, so nothing else is written into Salesforce.
Ask your AI assistant
Ask ChatGPT or Claude about Salesforce 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.
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Sign in to Salesforce and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.