Create AdRoll contact for new Square customer
Square + AdRoll Integration
AdRoll + Square Integration
Integrate AdRoll to Square in one click, or tell Integrately AI how you want each customer handled. Sync payment details, add contacts to your CRM audience, and run targeted campaigns automatically.
Free forever.Use premium features free for 14 days.1.
Payment is created (all status) in Square- Payment is successful in Square
- Payment is failed in Square
- Customer is created in Square
- Order is created in Square
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Add email to CRM audience in AdRoll- Update customer in Square
- Create customer in Square
- Search customer in Square
- Add customer to group in Square
- Create booking in Square
- Get order by Id in Square
- Create paid order in Square
- Get customer by Id in Square
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Ready Workflows for AdRoll + Square Integration
Capture customer emails, add them to your AdRoll audience, update customer groups, and trigger targeted ads, all in just one click.
Most popular automation
Create AdRoll 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 AdRoll.
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.
See moreThis 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 AdRoll + Square flow
Sync your marketing data with ecommerce platforms, email tools, and accounting software after your core automations finish. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
Mailchimp (4)
Mailchimp (4) +
Meta (4)
Meta (4) +
Google Analytics 4 (4)
Google Analytics 4 (4) +
Slack (4)
Slack (4) +
QuickBooks Online (4)
QuickBooks Online (4) S
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When a customer is created in Square, add their email to your AdRoll CRM audience and create a customer in Shopify
New Square customers instantly join your AdRoll CRM audience and appear in Shopify without manual exports.
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When a payment is successful in Square, add the customer email to AdRoll and create a paid order in Shopify
Successful payments in Square update your AdRoll audience and log paid orders in Shopify instantly.
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When an order is created in Square, add the customer email to AdRoll and fetch the order details in Shopify
New Square orders feed your AdRoll CRM audience while retrieving matching order records in Shopify.
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When a customer is created in Square, add them to AdRoll, search the customer in Shopify, and update their profile
New Square customers join your AdRoll audience while updating existing Shopify profiles automatically.
Supported triggers and actions for AdRoll and Square
Mix and match to build the exact automation you need
What can you automate with AdRoll + Square?
Streamline your marketing and sales operations by connecting customer creation events and payment records to your advertising workflows.
🎯
Sync new Square customers to AdRoll audiences
Add customer email addresses to your AdRoll CRM audience automatically the moment a new customer is created in Square. Eliminate manual list exports and keep your retargeting campaigns running on fresh data.
📋
Capture every submitted customer field
Map available Square customer details into your AdRoll audience segments instead of basic contact info. Your marketing platform receives comprehensive buyer profiles for precise targeting.
🔔
Notify your team when payments succeed
Alert your team instantly in Slack or via email whenever a payment is successful in Square. Keep everyone informed about incoming revenue and new customer acquisitions.
🔀
Route workflows based on payment status
Trigger different actions depending on whether a Square payment succeeds or fails. Update ad retargeting lists for successful buyers while routing billing issues to your finance team.
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Keep customer profiles up to date
Update existing customer records across your marketing and sales apps whenever profile information changes in Square. Prevent duplicate entries and maintain clean data.
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Search and update existing records
Search for existing customer profiles before adding them to your AdRoll audience or updating records. Ensure your marketing lists contain unified, deduplicated contact information.
⚠️
Handle failed payments and cancellations
Take immediate action when a payment fails or an order status changes in Square. Update your AdRoll audience exclusions to prevent serving ads to unsuccessful checkouts.
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Extend your workflow to accounting and analytics
Connect your Square and AdRoll automation to QuickBooks Online or Google Analytics 4. Sync customer data and revenue metrics across your entire business stack effortlessly.
And much more...
Who is AdRoll + Square integration for?
Marketing teams and business owners connect AdRoll and Square to eliminate manual data entry, synchronize customer audiences, and optimize advertising performance.
Performance marketers
Sales managers
Business analysts
Ecommerce founders
Customer success leads
Operations directors
📈
Performance marketers
You're running ad campaigns on AdRoll but your customer audience lists only update when someone manually exports buyer records from Square, so your retargeting segments are always outdated — this integration means every new customer joins your ad audience instantly and your campaigns target active buyers.
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Sales managers
You need to act fast on new orders and payments, but you find out about transactions hours after checkout because data stays trapped in Square — with this integration, every payment event triggers immediate audience updates so your sales pipeline reflects reality.
📊
Business analysts
You answer to stakeholders who want to see campaign ROI and customer acquisition metrics, but reporting gaps happen when POS data doesn't reach your marketing tools — automating both apps means transaction records flow cleanly into your analytics workflows without manual reconciliation.
🚀
Ecommerce founders
The transaction volume from your Square store is too high for anyone to keep up with by hand, leading to missed customer contacts and unsegmented ad lists — connecting these apps means every order and customer record syncs automatically to your marketing platform.
👥
Customer success leads
You own onboarding and depend on someone upstream to hand over buyer details when a new payment succeeds in Square — this integration means customer emails flow directly into your CRM audience the moment checkout completes without manual handoffs.
🗂️
Operations directors
You need a reliable history of customer interactions across your point-of-sale and advertising tools, but keep finding gaps caused by missed data exports — with this integration, every customer and order event creates a dependable audit trail.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate AdRoll + Square
Build and manage your AdRoll + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect AdRoll + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
How Integrately Works?
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Select Automation
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect AdRoll to Square?
You can connect AdRoll to Square in 1 click using ready-made templates on Integrately. Link your accounts, select your preferred workflow, and let Integrately AI configure the automation instantly with Shopify, Mailchimp, and Slack.
Can I automatically add Square customers to my AdRoll audience?
Can I connect AdRoll, Square, and Slack?
What is a good Zapier alternative for AdRoll and Square?
How does AdRoll handle customer emails in this integration?
Can Square payment events trigger AdRoll audience updates?
Do I need coding skills to connect AdRoll and Square?
Is the AdRoll and Square integration free?
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