An automated workflow using zapier
Connects Square + HubSpot
Create HubSpot contacts from new customers in Square
About this workflow template
This automation scenario allows you to connect Square and HubSpot
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Square and HubSpot can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Square
New Customer in Square
Triggers when a new customer is created.
Then this action happens in HubSpot
Create or Update Contact in HubSpot
Creates a new contact or updates an existing contact based on email address.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create HubSpot contacts from new customers in Square.
Part I
Configure Applications
First, we need to connect Square and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Square to Zapier.
Give Zapier access to your Square account, using Square credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Square
Choose the following trigger: New Customer (Triggers when a new customer is created.).
Then set up an Action for HubSpot
Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Square and HubSpot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create HubSpot contacts from new customers in Square!
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Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create customer
Creates a customer.
actionbyzapierintegratelypabbly-connectpipedreamUpdate customer
Updates a customer.
actionbyzapierChange inventory
Adjusts an inventory or changes its physical count.
actionbyzapierCreate paid order
Creates an externally paid and completed order.
actionbyzapierAdd customer to group
Adds a customer to a group.
actionbyzapierintegratelyCreate a customer
Creates a new customer.
actionbyintegromat
Apps you need
Square offers a complete suite of tools to help businesses of all sizes accept multiple payment options, manage inventory, and track sales in real-time. With Square, customers can easily pay using credit cards, chip cards, and contactless payments.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
