Apollo + Square Integration

Integrate Apollo to Square in one click, or tell Integrately AI how you want each lead handled. Enrich leads, create Square customers, update accounts, and track orders automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Apollo
    Contact is added to list in Apollo
  • Apollo
    Account is updated in Apollo Instant
  • Apollo
    Account is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo Instant
  • Apollo
    Contact is created in Apollo Instant
  • Apollo
    Contact is updated in Apollo
  • Apollo
    Contact is created in Apollo
  • Apollo
    Account is created or updated in Apollo
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is failed in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • Apollo
    Get contact by ID in Apollo
  • Apollo
    Bulk people enrichment in Apollo
  • Apollo
    Create opportunity in Apollo
  • Apollo
    Update opportunity in Apollo
  • Apollo
    Add contacts to sequence in Apollo
  • Apollo
    Search contact in Apollo
  • Apollo
    Create contact in Apollo
  • Apollo
    Remove contacts from sequence in Apollo
  • Apollo
    Update contact in Apollo
  • Apollo
    Update contact stage in Apollo
  • Apollo
    Search account in Apollo
  • Apollo
    Update account stage in Apollo
  • Apollo
    Enrich organization in Apollo
  • Apollo
    Create account in Apollo
  • Apollo
    Update account in Apollo
  • Apollo
    Enrich people using domain in Apollo
  • Apollo
    Get list by ID in Apollo
  • Apollo
    Search sequence in Apollo
  • Apollo
    Enrich people in Apollo
  • Apollo
    Update contact ownership in Apollo
  • Apollo
    Update account ownership in Apollo
  • 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 Apollo + Square Integration

Capture leads, create customers, track payments, update accounts, and sync orders, all in just one click.

Most popular automationsmost-popular-automations
Square + Apollo Integration

Create Apollo contact for new Square customer

If you are using Square, then you may want to also use Apollo 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 Apollo.

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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Apollo + Square flow

Send contact details to your CRM, notify your team on messaging apps, and log transactions in accounting tools once your core flow runs. Pick a combination and activate it in one click.

Apollo
Square
+
SalesforceSalesforce (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
A
S
S
Create a Square customer for every new Apollo contact, and add a contact in Salesforce.
New Apollo contacts instantly generate a Square customer profile and a matching Salesforce contact without manual data entry.
S
A
S
When a Square payment is successful, update the contact in Apollo and create a task in Salesforce.
Successful payments in Square trigger an Apollo contact update and open a follow-up task in Salesforce for your sales reps.
A
S
S
Use Claude to evaluate new Apollo contacts. If qualified, create a Square customer and add a record in Salesforce.
AI analysis filters new Apollo contacts before creating Square customer accounts and Salesforce records.
S
A
S
When an order is created in Square, update the account in Apollo and log the deal in Salesforce.
Square order creation updates your Apollo account records and logs a new deal in Salesforce automatically.

Supported triggers and actions for Apollo and Square

Mix and match to build the exact automation you need

Apollo
Apollo Triggers & Actions
Contact is added to list in Apollo
Triggers the automation when a new contact is created in Selected List
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Instant
Account is updated in Apollo
Triggers the automation when an account is updated
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Instant
Account is created in Apollo
Triggers the automation when a new account is created
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Instant
Contact is updated in Apollo
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Instant
Contact is created in Apollo
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Contact is updated in Apollo
Triggers the automation when a contact is updated
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Contact is created in Apollo
Triggers the automation when a new contact is created
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Account is created or updated in Apollo
Triggers the automation when an account is created or updated
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Get contact by ID in Apollo
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Bulk people enrichment in Apollo
Enriches people in bulk
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Create opportunity in Apollo
Creates a new opportunity
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Update opportunity in Apollo
Updates the opportunity details as needed
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Add contacts to sequence in Apollo
Schedule contacts to receive a series of predefined emails or communication
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Search contact in Apollo
Finds and retrieves contact information
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Create contact in Apollo
Adds a new contact to the database
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Remove contacts from sequence in Apollo
Removes contacts from a sequence
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Update contact in Apollo
Updates contact information with new details
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Update contact stage in Apollo
Moves the contact to a different stage based on particular criteria
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Search account in Apollo
Searches for account information
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Update account stage in Apollo
Updates the stage of an account based on criteria
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Enrich organization in Apollo
Enriches organization data
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Create account in Apollo
Generates a new account
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Update account in Apollo
Updates account information
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Enrich people using domain in Apollo
Enriches people data using a domain
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Get list by ID in Apollo
Retrieves a list by its id
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Search sequence in Apollo
Searches for a sequence
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Enrich people in Apollo
Enriches people data
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Update contact ownership in Apollo
Transfer ownership of contacts to a user
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Update account ownership in Apollo
Transfer ownership of an account to a new user
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Square
Square Triggers & Actions
Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is failed in Square
Triggers the automation when a payment fails
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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 Apollo + Square?

Sync leads, customers, orders, and payments between your sales database and your commerce platform without writing code.

What you can automate?
🔄
Create Square customers from Apollo contacts automatically
Every time a new contact is added in Apollo, a corresponding customer profile is created in Square instantly. Eliminate manual data entry and keep your commerce platform updated with your latest sales leads.
📋
Capture every submitted field in your customer records
Map all available contact details and custom fields from Apollo into Square instead of just basic names and emails. Your customer database becomes a richer source for order fulfillment and support.
🔔
Alert your team the moment a payment succeeds
Notify your sales or finance channel on Slack immediately when a payment is successful in Square. Keep stakeholders informed of revenue milestones without checking dashboards manually.
🔀
Route records based on order value or customer tier
Set conditional rules to update Apollo account stages differently depending on order amounts or payment statuses in Square. Direct high-value transactions to senior account managers automatically.
📝
Keep contact stages updated as orders progress
Automatically update contact stages in Apollo whenever an order is created or a payment status changes in Square. Maintain an accurate picture of your customer lifecycle from prospect to buyer.
🔍
Search and update instead of creating duplicate records
Check existing records in Apollo before creating new entries in Square. Prevent duplicate customer profiles and maintain clean data hygiene across your entire tech stack.
⚠️
Handle payment failures and canceled orders
Trigger automated workflows when a payment fails in Square. Update Apollo contact statuses and notify support teams to initiate quick recovery steps.
🔌
Extend your sales and commerce data to team channels
Connect your core Apollo and Square workflow to Slack, Gmail, or QuickBooks Online to notify teams, send emails, or log financial records effortlessly.
And much more...

Who is Apollo + Square integration for?

Sales teams, business owners, and account managers who need to connect lead generation with commerce data can eliminate manual entry and keep customer records fully synchronized.

Sales leaders and executives
Sales leaders and executives
Account managers and reps
Account managers and reps
Agency owners and consultants
Agency owners and consultants
Customer success teams
Customer success teams
Operations coordinators
Operations coordinators
Finance and admin staff
Finance and admin staff
📈
Sales leaders and executives
You're reviewing revenue reports every week but your sales database only updates when someone manually exports orders, so the conversion metrics you're presenting are always outdated — with this integration, every new Square order updates your Apollo accounts instantly and your dashboard stays current.
Account managers and reps
You need to follow up with buyers the moment they complete a transaction, but commerce notifications arrive too late for timely outreach — with this integration, every successful Square payment updates your Apollo contact stage immediately so you can reach out while interest is high.
📊
Agency owners and consultants
You answer to clients who want real-time visibility into pipeline growth and customer acquisition, but manual data transfers create reporting bottlenecks — with this integration, every new Apollo lead and Square payment syncs automatically to give your stakeholders accurate progress reports.
🔄
Customer success teams
The volume of new customer signups is too high for anyone to keep up by hand, leading to missed onboarding touches and delayed engagement — with this integration, every customer created in Square updates your Apollo records automatically without manual workload.
🤝
Operations coordinators
You own the fulfillment and billing steps and depend on sales reps to hand over customer details, but information gets lost in transit — with this integration, every contact created in Apollo populates your Square customer database instantly to streamline handoffs.
🗂️
Finance and admin staff
You need a reliable transaction and customer history, but keep finding gaps between your sales database and your commerce platform records — with this integration, every payment and order event logs cleanly across both systems without missing entries.
Our team

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Why choose Integrately to automate Apollo + Square

Build and manage your Apollo + 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 Apollo + 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.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Apollo to Square?
Frequently Asked Questions
You can connect Apollo to Square in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for your exact requirements.
Can I automatically create Square customers from new Apollo contacts?
Frequently Asked Questions
Can I connect Apollo, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apollo and Square?
Frequently Asked Questions
How does the integration handle contact updates in Apollo?
Frequently Asked Questions
How are Square payments and customer creation handled?
Frequently Asked Questions
Can I set up this automation without writing any code?
Frequently Asked Questions
Is the Apollo and Square integration free?
Frequently Asked Questions
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You Can Also Connect Apollo or Square With 1500+ Other Apps

Apollo
Popular Apollo Integrations
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Square
Popular Square Integrations
Sync Square with accounting, inventory management, and reporting tools to keep your business financial data accurate.
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