ActiveCampaign + Square Integration

Integrate ActiveCampaign to Square in one click, or tell Integrately AI how you want each customer handled. Create contacts, update deals, sync payment data, and trigger personalized follow-ups automatically.

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1.
  • ActiveCampaign
    Tag is added to contact in ActiveCampaign Instant
  • ActiveCampaign
    Contact is added to list in ActiveCampaign Instant
  • ActiveCampaign
    Contact is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is updated in ActiveCampaign Instant
  • ActiveCampaign
    Contact task is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is unsubscribed in ActiveCampaign Instant
  • ActiveCampaign
    Contact note is created in ActiveCampaign Instant
  • ActiveCampaign
    Automation webhook data is received in ActiveCampaign Instant
  • ActiveCampaign
    Contact is associated with an automation in ActiveCampaign
  • ActiveCampaign
    Automation is created in ActiveCampaign
  • ActiveCampaign
    Calendar feed is created in ActiveCampaign
  • ActiveCampaign
    Pipeline is created in ActiveCampaign Instant
  • ActiveCampaign
    Pipeline stage is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is updated in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is completed in ActiveCampaign Instant
  • ActiveCampaign
    Deal note is created in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is initated in ActiveCampaign Instant
  • ActiveCampaign
    Campaign link is clicked in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is opened in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is bounced in ActiveCampaign Instant
  • ActiveCampaign
    List is created in ActiveCampaign Instant
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
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2.
  • ActiveCampaign
    Delete contact in ActiveCampaign
  • ActiveCampaign
    Create or update contact in ActiveCampaign
  • ActiveCampaign
    Search contact in ActiveCampaign
  • ActiveCampaign
    Create contact note in ActiveCampaign
  • ActiveCampaign
    Add tag to contact in ActiveCampaign
  • ActiveCampaign
    Get contact by id in ActiveCampaign
  • ActiveCampaign
    Remove tag from contact in ActiveCampaign
  • ActiveCampaign
    Create deal in ActiveCampaign
  • ActiveCampaign
    Update deal in ActiveCampaign
  • ActiveCampaign
    Create deal task in ActiveCampaign
  • ActiveCampaign
    Delete deal in ActiveCampaign
  • ActiveCampaign
    Search deal in ActiveCampaign
  • ActiveCampaign
    Create deal note in ActiveCampaign
  • ActiveCampaign
    Add contact to automation in ActiveCampaign
  • ActiveCampaign
    Subscribe/Unsubscribe contact from list in ActiveCampaign
  • ActiveCampaign
    Create tracked event in ActiveCampaign
  • ActiveCampaign
    Create deal stage in ActiveCampaign
  • ActiveCampaign
    Search deal owner in ActiveCampaign
  • ActiveCampaign
    Delete deal stage in ActiveCampaign
  • ActiveCampaign
    Delete deal pipeline in ActiveCampaign
  • ActiveCampaign
    Create account in ActiveCampaign
  • ActiveCampaign
    Update account in ActiveCampaign
  • ActiveCampaign
    Search account in ActiveCampaign
  • ActiveCampaign
    Create tag in ActiveCampaign
  • ActiveCampaign
    Search tag in ActiveCampaign
  • ActiveCampaign
    Create campaign in ActiveCampaign
  • ActiveCampaign
    Search list in ActiveCampaign
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square

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Ready Workflows Ready Workflows for ActiveCampaign + Square Integration

Capture new customers, create and update contacts, sync orders, and trigger automated campaigns, all in just one click.

Most popular automationsmost-popular-automations
Square + ActiveCampaign Integration

Create ActiveCampaign contact for new Square customer

If you are using Square, then you may want to also use ActiveCampaign to manage your customer relationships. With the help of this automation, whenever you create a customer in Square, a corresponding contact will be created in ActiveCampaign.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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ActiveCampaign + Square Integration

Create Square order for new ActiveCampaign deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. ActiveCampaign and Square work together to make accounting and bookkeeping simple.

When you create a deal in ActiveCampaign, it will automatically create an order in Square. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with ActiveCampaign and Square.
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Square + ActiveCampaign Integration

Create ActiveCampaign contact for new Square order

If you're using Square to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in ActiveCampaign.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Connect more apps to your ActiveCampaign + Square flow

Extend your customer data pipeline by connecting payment records and marketing workflows with your favorite business software. Pick a combination and activate it in one click.

ActiveCampaign
Square
+
ShopifyShopify (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
MailchimpMailchimp (8)
+
Google SheetsGoogle Sheets (8)
+
CalendlyCalendly (8)
+
SlackSlack (8)
S
S
A
When a payment is successful in Square, create a customer in Shopify and create or update contact in ActiveCampaign.
Successful Square payments automatically register new customers in Shopify and update your ActiveCampaign contacts without manual entry.
S
S
A
When a customer is created in Square, create a customer in Shopify and add tag to contact in ActiveCampaign.
New Square customer registrations instantly update Shopify records and apply relevant tags in ActiveCampaign.
S
S
A
When an order is created in Square, update the customer in Shopify and update deal in ActiveCampaign.
Square order activity updates customer details in Shopify and advances active deals in ActiveCampaign.
S
S
A
Create a Shopify order for every successful payment in Square, and create a deal in ActiveCampaign.
Generate fulfillment orders in Shopify and sales deals in ActiveCampaign for every successful Square payment.
S
S
A
If a new Square customer is created, create a customer in Shopify and add contact to automation in ActiveCampaign.
New Square customer profiles trigger Shopify account creation and enroll contacts into ActiveCampaign automation sequences.
S
S
A
When a Square payment is successful, update the Shopify customer and create account in ActiveCampaign.
Successful payments in Square update Shopify customer profiles and establish corporate accounts in ActiveCampaign.
S
S
A
Use Claude to categorise new Square customer details, create a Shopify customer, and create or update contact in ActiveCampaign.
Claude analyzes new Square customer profiles to determine segment before updating Shopify and ActiveCampaign.
S
S
A
S
When an order is created in Square, create an order in Shopify, create or update contact in ActiveCampaign, and notify your team in Slack.
Square orders create Shopify entries, update ActiveCampaign contacts, and post alerts to Slack.

Supported triggers and actions for ActiveCampaign and Square

Mix and match to build the exact automation you need

ActiveCampaign
ActiveCampaign Triggers & Actions
Instant
Tag is added to contact in ActiveCampaign
Triggers the automation when a tag is added
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Instant
Contact is added to list in ActiveCampaign
Triggers the automation when a contact is added to a list
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Instant
Contact is created in ActiveCampaign
Triggers the automation when a new contact is created
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Instant
Contact is updated in ActiveCampaign
Triggers the automation when a contact is updated
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Instant
Contact task is created in ActiveCampaign
Triggers the automation when a task is created for any contact
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Instant
Contact is unsubscribed in ActiveCampaign
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Contact note is created in ActiveCampaign
Triggers the automation when a note is added to any contact
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Instant
Automation webhook data is received in ActiveCampaign
Triggers the automation when webhook data is received
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Contact is associated with an automation in ActiveCampaign
Triggers the automation when a contact is associated with a particular automation
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Automation is created in ActiveCampaign
Triggers the automation when a new automation flow is created
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Calendar feed is created in ActiveCampaign
Triggers the automation when a new event is added to a calendar feed
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Instant
Pipeline is created in ActiveCampaign
Triggers the automation when a new pipeline is created
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Instant
Pipeline stage is created in ActiveCampaign
Triggers the automation when a pipeline stage is changed
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Instant
Deal is created in ActiveCampaign
Triggers the automation when a deal is created
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Instant
Deal is updated in ActiveCampaign
Triggers the automation when a deal is updated
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Instant
Deal task is created in ActiveCampaign
Triggers the automation when a deal task is created
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Instant
Deal task is completed in ActiveCampaign
Triggers the automation when a deal task is completed
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Instant
Deal note is created in ActiveCampaign
Triggers the automation when a deal note is created
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Instant
Campaign is initated in ActiveCampaign
Triggers the automation when a particular campaign is started
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Instant
Campaign link is clicked in ActiveCampaign
Triggers the automation when any campaign link is clicked
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Instant
Campaign is opened in ActiveCampaign
Triggers the automation when any campaign is opened
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Instant
Campaign is bounced in ActiveCampaign
Triggers the automation when a campaign is marked as bounced
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Instant
List is created in ActiveCampaign
Triggers the automation when a new list is created
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Delete contact in ActiveCampaign
Removes a contact from the address book
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Create or update contact in ActiveCampaign
Adds or update contact information
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Search contact in ActiveCampaign
Finds and retrieves contact information
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Create contact note in ActiveCampaign
Records important details and notes for a contact
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Add tag to contact in ActiveCampaign
Adds particular tag to a contact in the crm
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Get contact by id in ActiveCampaign
Retrieves a contact's information based on their id
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Remove tag from contact in ActiveCampaign
Untag the contact
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Create deal in ActiveCampaign
Generates a new deal with
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Update deal in ActiveCampaign
Updates deal information based on new criteria or changes
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Create deal task in ActiveCampaign
Creates and link a new task for a particular deal
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Delete deal in ActiveCampaign
Removes a deal entry from the system
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Search deal in ActiveCampaign
Retrieves and find a deal
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Create deal note in ActiveCampaign
Adds a note to a deal
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Add contact to automation in ActiveCampaign
Adds a contact to a automation workflow
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Subscribe/Unsubscribe contact from list in ActiveCampaign
Subscribes or unsubscribes a contact from a list
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Create tracked event in ActiveCampaign
Creates a new tracked event
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Create deal stage in ActiveCampaign
Creates a new deal stage
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Search deal owner in ActiveCampaign
Scan and retrieve the owner of a particular deal
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Delete deal stage in ActiveCampaign
Removes a deal stage from the system
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Delete deal pipeline in ActiveCampaign
Removes a deal pipeline from the system
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Create account in ActiveCampaign
Generates a new account
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Update account in ActiveCampaign
Updates account information
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Search account in ActiveCampaign
Searches for account information
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Create tag in ActiveCampaign
Generates a new tag
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Search tag in ActiveCampaign
Searches for a tag
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Create campaign in ActiveCampaign
Generates and launch a new marketing campaign
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Search list in ActiveCampaign
Scans and retrieves results for a particular list
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Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Customer is created in Square
Triggers the automation when a new customer is created
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Order is created in Square
Triggers the automation when a new order is created
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Update customer in Square
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Create customer in Square
Adds a new customer to the database
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Search customer in Square
Locates and retrieves customer information
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Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
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Get order by Id in Square
Retrieves an order by its id
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Create paid order in Square
Creates a new paid order
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Get customer by Id in Square
Retrieves customer information based on their id
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What can you automate with ActiveCampaign + Square?

Streamline your revenue operations by syncing payment data, automating contact management, and triggering personalized marketing campaigns instantly.

What you can automate?
💳
Sync Square customers to ActiveCampaign contacts automatically
Create or update an ActiveCampaign contact the moment a new customer or payment is registered in Square. Eliminate manual data entry and keep your customer database accurate.
📋
Capture every submitted customer and order detail
Map all available Square order and payment attributes into ActiveCampaign custom fields. Ensure your marketing team has complete visibility into buyer preferences.
🔔
Alert your team the moment a payment succeeds
Notify sales or support channels instantly when a Square payment is completed. Ensure rapid internal response for high-value transactions.
🔀
Route contacts based on purchase amounts
Add tags or assign deals in ActiveCampaign depending on the order value or payment status in Square. Trigger tailored messaging for VIP buyers versus standard customers.
🔄
Keep ActiveCampaign records updated as orders change
Automatically modify deals and contact details in ActiveCampaign whenever order statuses or customer profiles are updated in Square.
🔍
Prevent duplicate contacts with smart upsert rules
Search existing ActiveCampaign records before creating new ones, updating existing profiles with fresh Square transaction data to keep your database clean.
⚠️
Manage failed payments and order follow-ups
Trigger automated re-engagement campaigns in ActiveCampaign whenever a Square payment fails or an order requires follow-up action.
💬
Extend your workflow to Slack and other tools
Combine Square and ActiveCampaign with Slack to notify teams, update spreadsheets, or log records across your entire business stack seamlessly.
And much more...

Who is ActiveCampaign + Square integration for?

Revenue leaders, sales teams, and business owners managing customer transactions and marketing automation benefit by eliminating manual data entry and keeping records perfectly synchronized.

Financial Analysts and Reporting Leads
Financial Analysts and Reporting Leads
Sales Operations Managers
Sales Operations Managers
Client Account Directors
Client Account Directors
High-Volume Store Owners
High-Volume Store Owners
Outbound Sales Representatives
Outbound Sales Representatives
Data and Compliance Managers
Data and Compliance Managers
📊
Financial Analysts and Reporting Leads
You're reviewing Square payment records against ActiveCampaign campaigns, but your tracking data only updates when someone manually exports reports, so the revenue metrics you present are always hours behind — with this integration, every successful payment syncs instantly and your financial dashboard stays current.
Sales Operations Managers
You're managing incoming customer purchases in Square while trying to trigger timely follow-ups in ActiveCampaign, but manual handoffs cause delays where hot leads go cold before anyone reaches out — integrating these apps means every new customer record triggers immediate workflows so your team acts while interest is high.
🤝
Client Account Directors
You're reporting to stakeholders on customer engagement and transaction milestones, but scattered data between billing and marketing leaves you scrambling to compile progress notes — automating both apps means every order and contact update flows seamlessly into unified records that stakeholders can review anytime.
🛍️
High-Volume Store Owners
You're processing hundreds of daily Square transactions while trying to maintain segmented contact lists in ActiveCampaign by hand, but the high volume creates endless backlogs and missed subscriber updates — this integration means every transaction and customer entry is handled automatically without manual strain.
🎯
Outbound Sales Representatives
You're waiting for billing confirmations from Square before you can reach out to new buyers in ActiveCampaign, but upstream delays leave you sitting idle waiting for customer profile updates — with this integration, newly created customer records appear in your pipeline instantly so you can start outreach right away.
🗂️
Data and Compliance Managers
You're auditing customer histories across payment and marketing systems, but manual entry errors leave frustrating gaps between your Square purchase records and ActiveCampaign contact logs — connecting these apps means every customer profile and order record matches perfectly with zero discrepancies.
Our team

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Why choose Integrately to automate ActiveCampaign + Square

Build and manage your ActiveCampaign + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ActiveCampaign + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect ActiveCampaign to Square?
Frequently Asked Questions
You can connect ActiveCampaign to Square in 1 click using ready templates or Integrately AI, linking apps like Shopify, QuickBooks Online, and Slack effortlessly.
Can I automatically sync Square customers to ActiveCampaign contacts?
Frequently Asked Questions
Can I connect ActiveCampaign, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ActiveCampaign and Square?
Frequently Asked Questions
How do ActiveCampaign triggers work with Square payments?
Frequently Asked Questions
Can Square order details update ActiveCampaign deals?
Frequently Asked Questions
How do I automate ActiveCampaign and Square without coding?
Frequently Asked Questions
Is the ActiveCampaign and Square integration free?
Frequently Asked Questions
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You Can Also Connect ActiveCampaign or Square With 1500+ Other Apps

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Square
Popular Square Integrations
Sync Square with accounting, invoicing, and inventory management tools to keep financial operations aligned.
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