Square + Pipedrive Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Square and Pipedrive, enabling you to effortlessly connect the two apps.
Square Triggers
Booking
Square logo
edit
Booking changed
Square logo
target
Booking first meets conditions
Square logo
add
New booking added
Catalog entry
Square logo
edit
Catalog entry changed
Square logo
target
Catalog entry first meets conditions
Square logo
add
New catalog entry added
Customer
Square logo
edit
Customer changed
Square logo
target
Customer first meets conditions
Square logo
add
New customer added
Invoice
Square logo
edit
Invoice changed
Square logo
target
Invoice first meets conditions
Square logo
add
New invoice added
Order
Square logo
add
New order added
Square logo
edit
Order changed
Square logo
target
Order first meets conditions
Payment
Square logo
add
New payment added
Square logo
edit
Payment changed
Square logo
target
Payment first meets conditions
Pipedrive Actions
Activity
Pipedrive logo
add
Add activity
Pipedrive logo
edit
Update activity
Deal
Pipedrive logo
add
Add activity to deal
Pipedrive logo
add
Add deal
Pipedrive logo
person_add
Add follower to deal
Pipedrive logo
person_add
Add participiant
Pipedrive logo
add
Add product
Pipedrive logo
attach_file
Attach deal to project
Pipedrive logo
content_copy
Duplicate deal
Pipedrive logo
search
Find deal(s)
Pipedrive logo
edit
Update deal
Pipedrive logo
schedule
Wait until deal stage reached
Lead
Pipedrive logo
web_stories
Add activity to lead
Pipedrive logo
archive
Archive lead
Pipedrive logo
search
Find lead(s)
Pipedrive logo
person_add
Get or add lead for organization
Pipedrive logo
person_add
Get or add lead for person
Pipedrive logo
edit
Update lead
Note
Pipedrive logo
add
Add note
Pipedrive logo
add
Add note comment
Pipedrive logo
edit
Update note
Pipedrive logo
edit
Update note comment
Organization
Pipedrive logo
web_stories
Add activity to organization
Pipedrive logo
person_add
Add follower to organization
Pipedrive logo
search
Find organization(s)
Pipedrive logo
storefront
Get or add organization
Pipedrive logo
storefront
Update or add organization
Pipedrive logo
edit
Update organization
Person
Pipedrive logo
web_stories
Add activity to person
Pipedrive logo
add
Add person
Pipedrive logo
search
Find person / people
Pipedrive logo
person_add
Get or add person
Pipedrive logo
add
Update or add person
Pipedrive logo
edit
Update person
Product
Pipedrive logo
person_add
Add follower to product
Pipedrive logo
add
Add product
Pipedrive logo
search
Find product(s)
Pipedrive logo
edit
Update product
Project
Pipedrive logo
web_stories
Add activity to project
Pipedrive logo
add
Add project
Pipedrive logo
archive
Archive project
Pipedrive logo
delete
Delete project
Pipedrive logo
search
Find project(s)
Pipedrive logo
edit
Update project
Task
Pipedrive logo
add
Add task
Pipedrive logo
search
Find task(s)
Pipedrive logo
edit
Update task
Pipedrive logo
schedule
Wait until project task done
Pipedrive Triggers
Activity
Pipedrive logo
add
Activity added
Deal
Pipedrive logo
add
Deal added
Pipedrive logo
payments
Deal closed
Pipedrive logo
payments
Deal lost
Pipedrive logo
conversion_path
Deal stage changed
Pipedrive logo
edit_square
Deal updated
Pipedrive logo
payments
Deal won
Lead
Pipedrive logo
add
Lead added
Organization
Pipedrive logo
add
Organization added
Pipedrive logo
edit_square
Organization updated
Person
Pipedrive logo
add
Person added
Pipedrive logo
edit_square
Person updated
Product
Pipedrive logo
add
New product added
Pipedrive logo
edit
Product changed
Pipedrive logo
target
Product first meets conditions
Project
Pipedrive logo
add
Project added
Pipedrive logo
conversion_path
Project phase changed
Pipedrive logo
task_alt
Project status changed
Square Actions
Catalog entry
Square logo
search
Find catalog entry(ies)
Customer
Square logo
group_add
Add customer to group
Square logo
add
Create customer
Square logo
search
Find customer(s)
Square logo
group_remove
Remove customer from group
Square logo
edit
Update customer
Customer group
Square logo
add
Create customer group
Square logo
search
Find customer group(s)
Square logo
edit
Update customer group
Invoice
Square logo
search
Find invoice(s)
Location
Square logo
search
Find location(s)
Merchant
Square logo
search
Find merchant(s)
Order
Square logo
search
Find order(s)
Payment
Square logo
search
Find payment(s)

Example Square + Pipedrive workflows

Square iconarrow_forwardPipedrive icon

Automatically add activity to deal in Pipedrive for each booking added in Square

Pipedrive iconarrow_forwardSquare icon

Create customer automatically in Square for each deal stage changed in Pipedrive

Square iconarrow_forwardPipedrive icon

Add activity to lead automatically in Pipedrive for each catalog entry added in Square

Pipedrive iconarrow_forwardSquare icon

Automatically update customer in Square for each deal closed in Pipedrive

Square iconarrow_forwardPipedrive icon

Get or add lead for person automatically in Pipedrive for each customer added in Square

Create your own Square + Pipedrive integration

Select a trigger in Square
Select an action in Pipedrive
Create your workflow

Or, connect Pipedrive to Square

Select a trigger in Pipedrive
Select an action in Square
Create your workflow

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