Salesforce Marketing Cloud + Square Integration

Integrate Salesforce Marketing Cloud to Square in one click, or tell Integrately AI how you want each customer handled. Add new buyers as subscribers, log payment records, update customer profiles, and trigger transactional emails automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Salesforce Marketing Cloud + Square Integration

Capture new customers, insert subscriber records, send transactional emails, and update profiles, all in just one click.

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 Salesforce Marketing Cloud + Square flow

Sync customer data across your e-commerce store, messaging channels, and spreadsheets the moment a transaction happens. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Square
+
ShopifyShopify (8)
+
Google SheetsGoogle Sheets (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
Google Analytics 4Google Analytics 4 (8)
+
QuickBooks OnlineQuickBooks Online (8)
S
S
S
Create a Shopify customer for every new Square order, and upsert a data extension record in Salesforce Marketing Cloud
New Square orders instantly populate Shopify customer profiles and upsert your data extension record in Salesforce Marketing Cloud, eliminating manual data entry.
S
S
S
When a customer is created in Square, create the customer in Shopify and send a transactional email using TriggerSend in Salesforce Marketing Cloud
New Square buyers receive immediate onboarding emails through Salesforce Marketing Cloud while their customer profile is created in Shopify automatically.
S
S
S
When a payment is successful in Square, update the Shopify customer and insert a data extension record in Salesforce Marketing Cloud
Successful Square payments update customer data in Shopify and record an entry in your Salesforce Marketing Cloud data extension.
S
S
S
Get order details in Shopify when an order is created in Square, and create a subscriber in Salesforce Marketing Cloud
Square orders retrieve full line item data from Shopify and register a new subscriber in Salesforce Marketing Cloud instantly.
S
S
S
If a Square payment is successful, update the Shopify customer and validate their email address in Salesforce Marketing Cloud
Verified Square buyers have their Shopify profile updated and their email address checked for validity in Salesforce Marketing Cloud.
S
S
S
When a Square order is created, search for the Shopify customer and upsert their data extension record in Salesforce Marketing Cloud
Square orders trigger a customer search in Shopify to update existing profiles and upsert your Salesforce Marketing Cloud data extension.
S
S
S
Use Claude to summarise Square order notes, update the Shopify customer, and create a subscriber in Salesforce Marketing Cloud
Claude analyses Square order notes to enrich Shopify customer data and register a new subscriber in Salesforce Marketing Cloud.
S
S
S
A
When a Square order is created, create a Shopify customer, upsert your Salesforce Marketing Cloud data extension, and create an Asana task
Square orders update Shopify and Salesforce Marketing Cloud while automatically opening a fulfillment task for your operations team in Asana.

Supported triggers and actions for Salesforce Marketing Cloud and Square

Mix and match to build the exact automation you need

Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
Try it →
Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
Try it →
Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
Try it →
Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
Try it →
Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
Try it →
Square
Square Triggers & Actions
Payment is failed in Square
Triggers the automation when a payment fails
Try it →
Payment is successful in Square
Triggers the automation when a payment is successfully processed
Try it →
Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
Try it →
Customer is created in Square
Triggers the automation when a new customer is created
Try it →
Order is created in Square
Triggers the automation when a new order is created
Try it →
Update customer in Square
Try it →
Create customer in Square
Adds a new customer to the database
Try it →
Search customer in Square
Locates and retrieves customer information
Try it →
Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
Try it →
Create booking in Square
Schedule and confirm a booking request
Try it →
Get order by Id in Square
Retrieves an order by its id
Try it →
Create paid order in Square
Creates a new paid order
Try it →
Get customer by Id in Square
Retrieves customer information based on their id
Try it →

What can you automate with Salesforce Marketing Cloud + Square?

Streamline customer creation, payment tracking, and marketing communications across your commerce and engagement platforms.

What you can automate?
🔄
Sync customer creation from Square to Salesforce Marketing Cloud
Automatically create a subscriber in Salesforce Marketing Cloud the moment a new customer is registered in Square. Eliminate manual exporting and keep your marketing lists populated.
📝
Capture every submitted field and order note
Map customer details, transaction amounts, and order notes directly into your Salesforce Marketing Cloud data extension records. Ensure no critical purchase context is left behind.
🔔
Trigger instant transactional emails upon payment
Send confirmation messages and onboarding emails through Salesforce Marketing Cloud immediately after a payment is successful in Square. Keep buyers informed right away.
🔀
Route transactions based on payment status
Handle successful transactions and failed payments differently by triggering tailored data extension updates or follow-up sequences based on the exact payment status.
⏱️
Keep your subscriber database continuously updated
Automatically update data extension records whenever customer information or order details change in Square. Your marketing database always reflects reality.
🔍
Upsert records to prevent duplicate profiles
Use upsert operations to match existing subscribers by email or ID, updating their records instead of creating clutter with duplicate entries.
💳
Handle later status changes and payment failures
Capture failed payments or order completions in real time, allowing your marketing and support teams to respond to billing exceptions promptly.
🔗
Extend your workflow to Slack or Google Sheets
Connect your core Salesforce Marketing Cloud and Square flow with supporting apps like Slack or Google Sheets to notify teams and log spreadsheet rows automatically.
And much more...

Who is Salesforce Marketing Cloud + Square integration for?

Connecting Salesforce Marketing Cloud and Square eliminates manual data entry, giving marketing and commerce teams real-time visibility over every customer and transaction.

Performance marketers
Performance marketers
Customer support teams
Customer support teams
Agency account managers
Agency account managers
E-commerce store owners
E-commerce store owners
Sales representatives
Sales representatives
Operations leads
Operations leads
📈
Performance marketers
You're running multi-channel campaigns but your subscriber records only update when someone manually exports data, so your campaign targeting counts are always hours behind — with this integration, every new customer record lands in Salesforce Marketing Cloud instantly and your campaign data stays current.
Customer support teams
You need to act fast when payments fail or orders stall, but you find out about transaction issues too late to help the buyer — connecting these apps means every failed payment alerts your support desk immediately and your team can resolve issues without delay.
📋
Agency account managers
You answer to clients who want to see live customer growth metrics and sales figures without waiting for weekly reports — automating both apps means campaign performance and customer acquisition numbers update continuously for client review.
🛒
E-commerce store owners
The order volume coming through your point of sale is too high for anyone to keep up by hand, leading to missed customer profiles and delayed follow-ups — integrating these apps means every transaction automatically creates and updates customer records without manual effort.
🤝
Sales representatives
You own the outreach stage and depend on store managers to hand over new buyer details before you can initiate contact — this integration means every new Square customer profile flows straight into your marketing database for instant sales follow-up.
📊
Operations leads
You need a reliable history of every financial transaction and subscriber interaction, but manual exports leave frustrating gaps in your database — automating both apps means every order and payment record logs cleanly with zero missing entries.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Salesforce Marketing Cloud + Square

Build and manage your Salesforce Marketing Cloud + 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 Salesforce Marketing Cloud + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Salesforce Marketing Cloud to Square?
Frequently Asked Questions
You can connect Salesforce Marketing Cloud to Square in one click using pre-built templates or by asking Integrately AI to set up your custom workflow. It connects seamlessly with popular tools like Shopify, Google Sheets, and Slack.
Can I automatically sync new Square customers to Salesforce Marketing Cloud?
Frequently Asked Questions
Can I connect Salesforce Marketing Cloud, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce Marketing Cloud and Square?
Frequently Asked Questions
How does Salesforce Marketing Cloud handle records from Square orders?
Frequently Asked Questions
Can I trigger transactional emails in Salesforce Marketing Cloud from Square payments?
Frequently Asked Questions
Do I need coding skills to automate Salesforce Marketing Cloud and Square?
Frequently Asked Questions
Is the Salesforce Marketing Cloud and Square integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Salesforce Marketing Cloud or Square With 1500+ Other Apps

Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Connect Salesforce Marketing Cloud to CRMs, email tools, and analytics platforms to manage and personalize your customer journeys.
Square
Popular Square Integrations
Sync Square with accounting, project management, and reporting tools to keep commerce data working across your stack.
See All
Square Integrations arrow right
No popular apps found