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HubSpot CRM + Square Integrations

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Square

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Square

Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.

Square Integrations
Square Alternatives

Looking for the Square Alternatives? Here is the list of top Square Alternatives

  • Paypal Paypal

Best ways to Integrate HubSpot CRM + Square

  • HubSpot CRM Square

    HubSpot CRM + Square

    Create Customer to SquareUp from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Square Create Customer
  • HubSpot CRM Square

    HubSpot CRM + Square

    Create Order to SquareUp from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Square Create Order
  • HubSpot CRM Square

    HubSpot CRM + Square

    Create Customer to SquareUp from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact Property Change
     
    Then do this...
    Square Create Customer
  • HubSpot CRM Square

    HubSpot CRM + Square

    Create Order to SquareUp from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact Property Change
     
    Then do this...
    Square Create Order
  • HubSpot CRM Square

    HubSpot CRM + Square

    Create Customer to SquareUp from New Company in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Company
     
    Then do this...
    Square Create Customer
  • HubSpot CRM {{item.actionAppName}}

    HubSpot CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect HubSpot CRM + Square in easier way

It's easy to connect HubSpot CRM + Square without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Appointment

    Triggers when a new appointment is created.

  • New Customer

    Triggers when a new customeer occurred.

  • New Order

    Triggers when a new order is created.

  • New Paid Invoice

    Triggers when a invoice is paid is created

  • New Transaction

    Triggers when a new transaction is processed.

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How HubSpot CRM & Square Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Square as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from HubSpot CRM to Square.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and Square

HubSpot CRM?

  • Square?
  • Integration of HubSpot CRM and Square
  • Benefits of Integration of HubSpot CRM and Square
  • HubSpot CRM?

    HubSpot CRM is a top that helps in managing sales and marketing processes. This top provides complete contrp over your data and will help you in reaching out to the desired audience. It has advanced features that are easy to use and understand. It helps in improving the communication between the sales team and the marketing team. It helps in providing better customer service, thereby increasing the loyalty of customers. It also helps in tracking the leads, nurturing them and finally converting them into paying customers. It has an analytics module that shows real-time reports on your business and its performance.

    Square?

    Square is a mobile point-of-sale system that helps in running your business smoothly. It helps in taking payments from people visiting your business. The customers do not have to wait in long queues and can pay using their credit or debit cards. The best part about this top is that it is free to use. You can accept credit and debit card payments through Square without any fees. It has a free app, a free card reader, no hidden costs or monthly fees and it accepts all major credit cards. It also supports online payment options like PayPal, Apple Pay and Android Pay. Credit card payments can be processed instantly by Square, which means the cash is in your bank account within one business day. You can even pay invoices through the system.

    Integration of HubSpot CRM and Square

    HubSpot CRM and Square have been integrated to give businesses an array of benefits over the traditional method of accepting payments. The integration was done using a third-party API. The integration makes it possible for the businesses to accept payments without having to use different systems. It eliminates the need for two separate point-of-sales systems, hence saving money in terms of cost and time. In addition, it also increases the speed of transactions for both parties invpved, i.e., customer and merchant. It makes it easier for the merchants to manage their finances since everything is handled by one system. The integration of HubSpot CRM and Square ensures that businesses are able to manage their clients easily, thereby increasing the overall customer experience. Some of the benefits of integration of HubSpot CRM and Square are as fplows:

    It saves time – The integration process takes less than half an hour, so it saves a lot of time when compared to using two different systems. It also helps in reducing the manual process of data entry, thereby saving more time. Data entry errors are also reduced when all two systems are connected. Time spent on these processes can be used for other tasks, thereby increasing productivity in business.

    – The integration process takes less than half an hour, so it saves a lot of time when compared to using two different systems. It also helps in reducing the manual process of data entry, thereby saving more time. Data entry errors are also reduced when all two systems are connected. Time spent on these processes can be used for other tasks, thereby increasing productivity in business. Notifications – All notifications related to payments are sent directly to the user’s inbox, so there is no need to check different systems for updates or alerts. This helps businesses in maintaining transparency with regard to financial transactions within the business. In addition, if a payment fails, then notifications are sent directly to the merchant’s email address, so he/she can take necessary actions immediately instead of waiting for next day for payment processing to complete.

    – All notifications related to payments are sent directly to the user’s inbox, so there is no need to check different systems for updates or alerts. This helps businesses in maintaining transparency with regard to financial transactions within the business. In addition, if a payment fails, then notifications are sent directly to the merchant’s email address, so he/she can take necessary actions immediately instead of waiting for next day for payment processing to complete. Transfers – All funds received can be transferred directly to the merchant’s bank account through automated transfers from Square Payments Platform . This eliminates the need for merchants to manually process credit card details, thereby saving time and making business operations smoother and faster.

    – All funds received can be transferred directly to the merchant’s bank account through automated transfers from . This eliminates the need for merchants to manually process credit card details, thereby saving time and making business operations smoother and faster. Easy accessibility – Both systems are available on each other’s website, so there is no need to go anywhere else for information related to transactions or data management related activities. This makes it easy for merchants and customers to find information about each business without really having to look around too much or do extensive research. In addition, there is detailed information about the products as well as customer reviews on each website which helps people make informed decision about their purchases or services they are going to use. For instance, if someone needs consulting services about their finances or tax planning services then they can access details on each site which will help them make an informed decision about hiring a particular consultant or service provider.

    The process to integrate HubSpot CRM and Skype for Business may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.