The Square and Salesforce integration solution

Sync your sales and finance data with Breadwinner Payments. Streamline your business processes to maximize productivity, align communication, and accelerate growth. 

Salesforce and Square integration solution

An intuitive and flexible solution

Quick Install

Install and configure Breadwinner Payments in minutes. Immediately access vital customer payment information from within Salesforce.

Secure Process

Access Square customer, payment methods, and payment data in Salesforce and enable permission settings such as Read-Write and Read-Only.

Out-of-the-box

As a Salesforce native solution, Breadwinner’s configuration wizard intuitively maps Square objects and fields in Salesforce.

Sync your Square data with Salesforce so your team can spend less time on manual tasks and more time growing revenue

Salesforce Square View Payment Method

SQUARE PAYMENT METHODS

Access sensitive information with confidence

View all Square payment methods, from in-person to online, in Salesforce in an easy-to-read format.

Square payment methods are PCI compliant, with sensitive data stored in Square, so you can trust your data is secure. 

Breadwinner brings in Square IDs and Tokens but does not bring in sensitive credit card numbers.

SQUARE PAYMENTS

Improve data transparency and increase efficiency

All Square payments, including credit cards, are visible in Salesforce as native data.

Provide your team with access to the client’s Square payment details in Salesforce, which is presented in an intuitive format.

Track the status of Square payment transactions and create triggers in Salesforce, allowing for seamless automation.

Salesforce Square View Payments

Digitally transform business workflows through automation

Implementing workflow automation between Salesforce and your finance software has monumental gains but it doesn’t need to be a monumental task. Breadwinner offers various robust automation tools out-of-the-box, including our Guided Wizard, Custom Guided Wizard, Flows, and Global API.

Flexible to suit your business needs

Depending on the direction of the data sync, the user’s technical experience, and specific business process requirements, Breadwinner’s various automation methods provide businesses with the flexibility to select any or all of them.

Designed for all user experience levels

From admins, power users, consultants, to developers, Breadwinner’s powerful automation solutions are designed with the specific user in mind putting functionality, security, efficacy, and ease-of-use at the forefront.

Salesforce Square View Customer Account

Hear from our customers

We are dedicated to helping your business by providing solutions to your sales and finance integration challenges. Our experts will always give honest and practical advice on how to streamline your Salesforce and Square software.

Hummingbird Technologies Logo

“We needed a platform that was going to deliver on what it promised. Breadwinner’s installation process was straightforward and smooth with a quick implementation session. We were set up and ready to go within an hour.”

Helen Keevil
Head of UK Sales, Hummingbird Technologies

apkudo logo

“We sought a solution that leverages automation and software to do these mundane tasks so our staff can focus on customer-facing actions that drive the business. With Breadwinner, the result is we’re more efficient and productive with fewer manual processes, and that’s better for everyone.”

Darwin Stephenson
Chief Revenue Officer, Apkudo

Cloudtopia Logo

“The issue with doing manual data entry is you have to double-check it and triple-check it. Breadwinner became a key player, acting as the bridge between the two pieces of software that allowed us to quickly and simply move information that was already being developed in Salesforce; without the extra cost and hassle”

Morgan Selph
President, PlaySpace Designs

Have more questions? We answer some of your most frequently asked ones here.

Does Square integrate with Salesforce?

It’s never been easier to integrate Square with Salesforce. At Breadwinner, our developers have built a range of Salesforce integrations designed to improve cross-departmental communication and create unified workflows. Sales and finance teams use our Square Salesforce integration to streamline decision-making and break down silos in their organizations.

Are your sales and finance teams bogged down with administrative tasks? You should invest in workflow automation tools that can streamline key processes and enable team members to spend more time on high-impact tasks. Breadwinner is the perfect example of an automation solution that’s designed to save your sales and finances teams significant time.

Our Square Salesforce integration allows sales and finance teams to access a customer’s Square payment details in Salesforce. All Square payments, including those from credit cards, are presented in real-time on Salesforce as native data. When sales and finance teams have this data at their fingertips, nobody needs to waste time navigating between multiple platforms.

Using our connector solution, you can quickly integrate Square with Salesforce. There’s nothing worse than an integration solution that takes hours to set up. You can hit the ground running with our Salesforce-native integration – with the ability to install and configure Breadwinner in minutes. This enables you to quickly unlock the benefits of our purpose-built connector.

When you have real-time data mirrored across multiple platforms, this can help to accelerate growth and profitability across your organization. Improved access to data can enable teams to make more informed decisions – which can support the overall growth of the business. To see this integration in action, you should take Breadwinner for a test drive with a free trial.

What is the best Square and Salesforce integration?

Breadwinner is the best Square Salesforce integration on the market. Our solution eliminates the need to manually input data across both platforms. When you sync Salesforce to Square, your teams can successfully gain an accurate picture of your customer’s payment history. You can view Square customers and directly match them with either Salesforce accounts or contacts.

Connecting Salesforce and Square may seem like a complicated process, but this isn’t the case with the support of a connector solution like Breadwinner. Our integration does all the heavy lifting for you, allowing your teams to leverage real-time data for high-impact tasks. Fortunately, with an easy setup process, you can get started with Breadwinner in no time.

While many popular iPaaS platforms offer hundreds of platform integrations for teams with large tech stacks, these solutions often do not take the nuances of each platform into consideration. If you’ve purchased an integration solution, it must be capable of completing challenging tasks and mirroring real-time data in an intuitive format. Breadwinner can do this and much more.

How are Square and Salesforce different?

While Square is a global payment processing platform, Salesforce is a widely-adopted CRM solution. By syncing your Square data with Salesforce, sales and finance teams can begin to make faster and more informed decisions around customer management. If you want to spend less time on data entry and more time growing revenue, Breadwinner is a must-have integration.

 

Breadwinner enables Salesforce users to charge customers but keeps them from viewing sensitive payment data. Rather than giving your sales team full access to Square, you can leverage Breadwinner to protect important accounting information while allowing your sales team to charge customers using a Salesforce-native application.

How can you input Square data into Salesforce?

With no coding or technical knowledge needed, sales and finance teams can use Breadwinner to connect Square and Salesforce. We recognize the need for an instant solution that connects Salesforce and Square to align communication between sales and finance teams. Breadwinner comes with a range of built-in automation features that you can simply switch on or off.

Our Square Salesforce connector works out-of-the-box. This means your sales and finance teams can quickly start to experience the tremendous benefits of workflow automation and unlock higher levels of productivity. If you’re tired of manually inputting data across multiple platforms, now is the time to explore the advantages of using robust automation solutions.

How can you link Square and Salesforce?

You can link Square and Salesforce in just under an hour with our connector. Once the quick installation process is complete, your finance and sales teams can start to align Square data with Salesforce accounts or contacts and radically streamline workflows. We have designed Breadwinner so you can immediately unlock the benefits of the solution after installation.

If you want to embrace tools with the potential to drive efficiency across your organization, our Salesforce-native connector is a must-have for finance and sales teams struggling to align their data. Breadwinner enables organizations of all sizes to sync Salesforce with financial platforms and applications without the need for any technical expertise, such as coding.

How do I get started with a Square and Salesforce integration?

Square Salesforce integration is a major win for finance and sales teams struggling to prioritize customer-facing tasks due to the demands of administration. If you want to drive customer satisfaction, you should consider using workflow automation tools. Rather than navigating between Square and Salesforce, you can share real-time data across both platforms.

With an intuitive connector at your disposal, finance and sales can use real-time data to make informed decisions. Are you ready to take our solution for a spin? You can sign up for a free trial today. This risk-free opportunity will enable you to see first-hand how workflow automation can accelerate team productivity and radically optimize your workflows.

Try Breadwinner for Square for free today and book a demo with our team.

Elevate your business with Breadwinner Payments for Square