Benchmark Email + Square Integration

Integrate Benchmark Email to Square in one click, or tell Integrately AI how you want each contact handled. Track payments, update customer records, create lists, and sync orders automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Benchmark Email
    List is created in Benchmark Email
  • Benchmark Email
    Contact is created in Benchmark Email Instant
  • Benchmark Email
    Contact is updated in Benchmark Email Instant
  • Benchmark Email
    Contact email is changed in Benchmark Email Instant
  • Benchmark Email
    Contact is unsubscribed in Benchmark Email 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
Arrow Right
2.
  • Benchmark Email
    Create contact in Benchmark Email
  • Benchmark Email
    Search contact in Benchmark Email
  • Benchmark Email
    Update contact in Benchmark Email
  • Benchmark Email
    Create list in Benchmark Email
  • 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 Benchmark Email + Square Integration

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

Most popular automationmost-popular-automations
Square + Benchmark Email Integration

Create Benchmark Email 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 Benchmark Email.

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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  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Benchmark Email + Square flow

Send contact updates to your CRM, log invoices, notify your team, and track sales data. Pick a combination and activate it in one click.

Benchmark Email
Square
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
+
SlackSlack (3)
S
B
S
When an order is created in Square, create a contact in Benchmark Email and add the order in Shopify
New Square orders automatically create a Benchmark Email contact and record the order in Shopify without manual entry.
S
B
S
When a customer is created in Square, update the contact in Benchmark Email and create a customer in Shopify
Keep your store platform and email marketing list synchronised whenever a new customer registers in Square.
S
B
S
When a payment is successful in Square, create a list in Benchmark Email and fulfill the order in Shopify
Organise buyers into dedicated lists in Benchmark Email and trigger fulfillment in Shopify after a successful Square payment.

Supported triggers and actions for Benchmark Email and Square

Mix and match to build the exact automation you need

Benchmark Email
Benchmark Email Triggers & Actions
List is created in Benchmark Email
Triggers the automation when a new list is created
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Instant
Contact is created in Benchmark Email
Triggers the automation when a new contact is created
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Instant
Contact is updated in Benchmark Email
Triggers the automation when a contact is updated
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Instant
Contact email is changed in Benchmark Email
Triggers the automation when a contact's email is changed
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Instant
Contact is unsubscribed in Benchmark Email
Triggers the automation when a contact unsubscribes from a mailing list
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Create contact in Benchmark Email
Adds a new contact to the database
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Search contact in Benchmark Email
Finds and retrieves contact information
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Update contact in Benchmark Email
Updates contact information with new details
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Create list in Benchmark Email
Generates a new 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
Try it →

What can you automate with Benchmark Email + Square?

Streamline customer onboarding, commerce tracking, and list management with powerful automated workflows.

What you can automate?
🔄
Sync customers and contacts across platforms
Automatically create a Benchmark Email contact whenever a new customer is registered in Square, ensuring your marketing lists reflect your latest buyers.
📋
Capture every submitted field and order detail
Map complete order information and customer profile attributes from Square directly into Benchmark Email lists without manual transcription.
📢
Notify your team the moment transactions occur
Send instant notifications to your sales or finance channels when payments clear or new customer accounts are established.
🔀
Route records based on transaction criteria
Segment buyers into dedicated Benchmark Email lists depending on their purchase type or order value in Square.
📝
Keep customer profile records up to date
Update existing Benchmark Email contacts automatically whenever customer details change in your Square dashboard.
🔍
Search and match existing records to prevent duplicates
Check for existing contact entries in Benchmark Email before creating new entries, maintaining clean subscriber databases.
💳
Handle payment status changes and successful transactions
Trigger follow-up email campaigns or list updates immediately when payments are successfully processed in Square.
🔗
Extend your workflow to external tools like Google Sheets
Connect your Benchmark Email and Square core workflow to Google Sheets for comprehensive data logging and reporting.
And much more...

Who is Benchmark Email + Square integration for?

Business owners, retail managers, and marketers who manage customer lists and commerce transactions need seamless synchronization to keep campaigns and sales data aligned.

Performance Marketers
Performance Marketers
Sales Managers
Sales Managers
Account Managers
Account Managers
E-commerce Operations
E-commerce Operations
Email Marketing Specialists
Email Marketing Specialists
Customer Support Leads
Customer Support Leads
📈
Performance Marketers
You're running email campaigns and ad sets but your customer lists only update when someone manually exports data, so your campaign targeting is always a few hours behind — this integration means every new buyer lands in your marketing tool instantly and your data stays current.
Sales Managers
You need to act fast on incoming orders and customer signups, and right now you find out about transactions too late because records sit in separate apps — connecting these apps means your team receives instant updates and can follow up without delay.
📊
Account Managers
You answer to stakeholders who want to see daily transaction and subscriber growth metrics, but compiling manual reports takes hours every week — automating both apps means your records update continuously and reporting takes minutes instead of days.
🛒
E-commerce Operations
The volume of daily orders and customer registrations is too high for anyone to keep up by hand, leading to missed fulfillment steps and split records — with this integration, every order and customer profile flows automatically between your point of sale and email tools.
✉️
Email Marketing Specialists
You own subscriber engagement and depend on store staff to hand over buyer contact details, but details often get lost in transit — automating both apps means every retail customer is captured in your email lists immediately after purchase.
🔍
Customer Support Leads
You need a reliable customer history to resolve inquiries quickly, but you keep finding gaps where offline purchases weren't recorded in customer profiles — connecting these apps means your support agents see complete transaction and contact histories in one place.
Our team

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Why choose Integrately to automate Benchmark Email + Square

Build and manage your Benchmark Email + 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 Benchmark Email + 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
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 Benchmark Email to Square?
Frequently Asked Questions
You can connect Benchmark Email to Square in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. It takes less than two minutes to link your accounts and start syncing contacts across tools like Shopify, Google Sheets, and Slack.
Can I automatically add Square customers to my Benchmark Email list?
Frequently Asked Questions
Can I connect Benchmark Email, Square, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Benchmark Email and Square?
Frequently Asked Questions
How are customer contact details handled between Benchmark Email and Square?
Frequently Asked Questions
Can I track successful Square payments in Benchmark Email?
Frequently Asked Questions
Do I need coding skills to automate Benchmark Email and Square?
Frequently Asked Questions
Is the Benchmark Email and Square integration free?
Frequently Asked Questions
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You Can Also Connect Benchmark Email or Square With 1500+ Other Apps

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Popular Benchmark Email Integrations
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Square
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