HubSpot + Square

Create HubSpot deals for new Square invoices

Effortlessly manage your sales process when a new invoice is created in Square by automatically creating a deal in HubSpot with this seamless workflow. Streamline your invoicing and sales tracking, making it easier to keep track of customer transactions and improve your cash flow management. Stay organized and focused on growing your business with this smart automation solution.

Effortlessly manage your sales process when a new invoice is created in Square by automatically creating a deal in HubSpot with this seamless workflow. Streamline your invoicing and sales tracking, making it easier to keep track of customer transactions and improve your cash flow management. Stay organized and focused on growing your business with this smart automation solution.

  1. When this happens...
    SquareSquare
    New Invoice

    Triggers when a new invoice is added.

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
Learn more

Related categories

  • eCommerce
  • Payment Processing

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