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Set up your first integration
Quickly connect HubSpot to Square with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects HubSpot and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Square
Sync new Square customers to HubSpot.
Streamline customer management by syncing new customers in Square to HubSpot. When a new customer is added in Square, Zapier creates a matching contact in HubSpot. This automation ensures you never miss an opportunity to nurture leads or follow up, saving time on manual data entry and improving customer engagement.
Business OwnerTrack new deals in Square.
Keep your marketing team in the loop about sales progress by creating a workflow where a new deal in HubSpot triggers the creation of a corresponding order in Square. This automation fosters better collaboration between teams, enhances visibility into sales data, and ensures marketing strategies align with business goals.
Marketing & Marketing OpsUpdate CRM pipeline with Square payments.
When a payment is completed in Square, Zapier automatically updates the deal stage in HubSpot. This ensures that your sales pipeline reflects the latest activity without manual input, offering real-time visibility and accuracy in tracking revenue milestones, which can boost operational efficiency.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about HubSpot + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Square
How does the integration between HubSpot and Square work?
The integration between HubSpot and Square works through triggers and actions. When a specified trigger event occurs in Square, an action is automatically taken in HubSpot. For example, when a new transaction is processed in Square, we can create or update a contact in HubSpot with the transaction details.
What are some common triggers available for this integration?
Common triggers include new transactions in Square, new customers added to your Square account, or updates to existing customer data. These triggers can initiate various actions within HubSpot such as creating new contacts, logging information about purchases, or updating existing records.
Can I customize the actions taken in HubSpot after an event in Square?
Yes, you can customize the actions that occur in HubSpot based on events happening in Square. You can specify what happens when a trigger—like a new payment in Square—occurs, such as creating a deal record, updating a contact's information, or triggering an email workflow from HubSpot.
Is it possible to update existing contacts in HubSpot using information from Square?
Absolutely. Our integration allows you to update existing contact details in HubSpot whenever there's updated information from transactions or customer data changes recorded by Square.
How quickly does information from Square appear in HubSpot after a trigger?
The transfer of data typically occurs almost instantaneously once a trigger event takes place. While there may be occasional minor delays due to network conditions or system loads, updates usually reflect quickly within your HubSpot environment.
Can I use this integration for inventory management purposes?
While our primary focus is on automating customer interactions and sales activities between platforms, certain aspects related to inventory such as sales tracking and stock levels could potentially be managed with creative use of data fields and actions triggered by sales events.
Are there any limitations on the types of data that can be transferred between Square and HubSpot?
Generally, most transactional and customer-related data can be transferred between the two platforms. However, complex custom fields or very niche transaction details might require specific configurations within both systems to ensure seamless transfer.
