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Integrate Square with HubSpot CRM

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

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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.

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.

HubSpot CRM Integrations
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Best ways to Integrate Square + HubSpot CRM

  • Square Integration HubSpot CRM Integration

    Square + HubSpot CRM

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

    Square + HubSpot CRM

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

    Square + HubSpot CRM

    Update Company in HubSpot CRM when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    HubSpot CRM Integration Update Company
  • Square Integration HubSpot CRM Integration

    Square + HubSpot CRM

    Update Deal in HubSpot CRM when New Customer is created in SquareUp Read More...
    Close
    When this happens...
    Square Integration New Customer
     
    Then do this...
    HubSpot CRM Integration Update Deal
  • Square Integration HubSpot CRM Integration

    Square + HubSpot CRM

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

    Square + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Order

    Creates an order.

  • Upsert Catalog Object

    Creates or updates the target CatalogObject

  • 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.

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

How Square & HubSpot CRM Integrations Work

  1. Step 1: Choose Square 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 HubSpot CRM 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 Square to HubSpot CRM.

    (2 minutes)

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

Integration of Square and HubSpot CRM

1.1. Square?

Square is a mobile payment platform for small and medium-sized businesses that is designed to help businesses accept credit cards on their smartphone or tablet. The company was founded in 2009 by Jack Dorsey, Jim McKelvey and a few other co-workers. The headquarters of Square are located in San Francisco, California.

1.2. HubSpot CRM?

HubSpot CRM is a top that helps companies manage their sales and marketing operations through one platform. It allows the user to create a personal profile, track leads, schedule meetings, monitor activity of the different departments, etc. It was released in 2011 and currently has more than 35 million users.

1.3. Integration of Square and HubSpot CRM

Recently, Square launched an integration with HubSpot CRM, allowing the users to create and process leads from Square payments directly into their HubSpot account. The users can easily create a profile on the HubSpot website, connect the two accounts together and customize the information about the business they want to share. This step will make it easier for small businesses to run a marketing campaign using Square and HubSpot CRM at the same time.

1.4. Benefits of Integration of Square and HubSpot CRM

Since Square and HubSpot CRM are both web based platforms, this integration makes it easier for businesses to manage their marketing campaigns. After you connect your accounts together, you will be able to use all of your data from HubSpot CRM to send email campaigns to your customers who purchased from your company through Square payment button. The email template will include the customer’s name, purchase amount, category of business, as well as the location that they live. This information may help you send them personalized offers that they may be interested in. Also, you can target your audience according to the weather or time of the day they visited your store. You can also use this information to send them calls to action. For instance, if you sell flowers and someone purchased flowers from your store during a cpd morning, you can send them a push notification asking them to purchase a bouquet of roses for their loved one by that afternoon. In addition, if someone purchased a purse during a sunny afternoon, you can send them a push notification asking them to purchase a pair of sunglasses by early evening. The power of Big Data can be used to your advantage!

The process to integrate Square and HubSpot CRM 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.