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HubSpot + Square

Create new HubSpot deals from new Square payments

Streamline your sales pipeline with this seamless workflow. When there's a new payment in Square, a new deal is immediately created in HubSpot. This saves you time logging transactions manually and keeps your sales records up-to-date. Perfect for businesses looking to improve productivity and enhance customer relationship management.

Streamline your sales pipeline with this seamless workflow. When there's a new payment in Square, a new deal is immediately created in HubSpot. This saves you time logging transactions manually and keeps your sales records up-to-date. Perfect for businesses looking to improve productivity and enhance customer relationship management.

  1. When this happens...
    SquareSquare
    New Payment

    Triggers when a new payment is created.

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Order Status

    Trigger
    Polling
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
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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.

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