Square Integration — PipelineIQ

Three recipes that ship today

What Square → PipelineIQ does for you.

01 · Auto-fire review request after every sale

Trigger: Square completes a payment (payment.created webhook)
Action: PipelineIQ texts the customer a review-request link → Google / Yelp / Facebook + private feedback

Works across Square verticals — Square for Restaurants, Square Appointments (salons, barbershops), Square Retail, Square for Photographers. The trigger fires the moment the swipe completes; the customer gets the ask while the experience is still fresh.

02 · Auto-import every new customer

Trigger: Square creates a customer record (customer.created webhook)
Action: PipelineIQ creates a contact, tags first-visit, drops them into the welcome drip (3 messages over 14 days), and computes a baseline health score

Square's customer database is one of its most underused features. PipelineIQ makes it the front door to your nurture flow without you lifting a finger.

03 · Appointment reminders + post-appointment review

Trigger: Square Appointments creates or completes a booking (appointments.booking.* webhooks)
Action: PipelineIQ sends a 24h reminder before, then a review request after

For salons, barbershops, wellness studios. The 24h reminder cuts no-show rates by ~30%. The post-appointment review request runs ~1 hour after completion, when the customer is happiest.

Setup

Connect in 3 clicks.

In PipelineIQ: Settings → Integrations → Square → Connect. You'll be redirected to Square's OAuth consent screen.
Authorize the read scopes for customers, payments, and appointments. PipelineIQ never gets write access to your Square account — strictly read-only.
Pick what auto-fires: in Reviews → Settings, choose which Square events trigger a review request (payment, appointment completion, or both).
Backfill (optional): import the last 90 days of Square customers in one click so historical regulars land in the CRM and get visit-count tagging.
Test fire: run a $1 test charge in Square — the review SMS hits within 60 seconds.

Pricing & billing

Included on every plan, including Solo.

Square integration is included with the base CRM — no per-event fees. SMS sends use your Twilio account (Twilio bills directly, ~$0.0075/segment). Square's API access is part of their standard merchant subscription.

Best fit: single-location and small multi-location operators on Square — cafes, salons, food trucks, retail boutiques, single-person service businesses. For larger Toast-based restaurants, see the Toast integration.

Square POS, in your CRM.