Square
HubSpot
zapier

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.

Square and HubSpot can also be integrated using automation tools other than zapier:

Diagram

Create HubSpot contacts from new customers in Square
Workflow diagram: Square + HubSpot integration

How it works?

When this trigger fires in Square

Square

New Customer in Square

Triggers when a new customer is created.

Then this action happens in HubSpot

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.

    Create Zapier account if you don't have one.

  • Connect Square to Zapier.

    Connect Square to Zapier.

    Give Zapier access to your Square account, using Square credentials.

  • Connect HubSpot to Zapier.

    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

    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

    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

    Customize data flow

    Configure the data that is exchanged between Square and HubSpot.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Square

    Create customer

    Creates a customer.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • Square

    Update customer

    Updates a customer.

    zapier
    actionbyzapier
  • Square

    Change inventory

    Adjusts an inventory or changes its physical count.

    zapier
    actionbyzapier
  • Square

    Create paid order

    Creates an externally paid and completed order.

    zapier
    actionbyzapier
  • Square

    Add customer to group

    Adds a customer to a group.

    zapierintegrately
    actionbyzapierintegrately
  • Square

    Create a customer

    Creates a new customer.

    integromat
    actionbyintegromat

Apps you need

Square

Square

Payment Processing

Payment processing solutions for businesses of all sizes

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

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

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.