SyncMatrix.
HubSpot logo + Square logo

Automate HubSpot & Square

Stop paying for mismatched spreadsheets. Sync data between HubSpot and Square in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["HubSpot"]
        T1(["All Forms List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Square"]
        A1(["Add Customer to Group"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Hubspot and Square operate independently, sales teams often face significant delays in reconciling payment data with customer records. For instance, if a customer makes a payment via Square, that transaction may not immediately reflect in Hubspot, leading to discrepancies in customer status updates. This forces the sales team to manually cross-reference payment records, wasting hours each week as they input payment details into Hubspot, which can lead to errors and missed follow-ups on unpaid invoices.

Top Ways to Automate HubSpot & Square

  • Automated Customer Data Sync: Effortlessly synchronize customer information between HubSpot and Square, ensuring that all teams have access to the most up-to-date data, reducing manual entry and errors.
  • Streamlined Transaction Tracking: Automatically log Square transactions in HubSpot, allowing sales and marketing teams to analyze customer purchase behavior and tailor their strategies accordingly.
  • Enhanced Lead Nurturing: Trigger personalized follow-up emails based on Square purchase history, enabling targeted marketing campaigns that resonate with customers and drive repeat business.

How to Build the HubSpot → Square Sync

  1. Set up a webhook in Hubspot to listen for the 'contact.created' event. This will trigger whenever a new contact is added.
  2. In the webhook configuration, ensure you extract the following payload data: 'email', 'firstName', 'lastName', and 'phoneNumber'.
  3. Configure the webhook to send a POST request to the Square API endpoint: https://connect.squareup.com/v2/customers.
  4. Map the extracted Hubspot data to the Square API fields: 'email' to 'emailAddress', 'firstName' to 'givenName', 'lastName' to 'familyName', and 'phoneNumber' to 'phone'.
  5. Test the integration by creating a new contact in Hubspot and verifying that the corresponding customer is created in Square.

Developer Warnings & API Gotchas

  • Ensure that the 'email' field in Hubspot is unique; Square will reject any duplicate email addresses when creating a new customer.
  • Be cautious of the data format for phone numbers; Square requires the phone number to be in E.164 format, which may differ from how it is stored in Hubspot.
  • When mapping names, remember that Square's API has specific requirements for 'givenName' and 'familyName', which may not align with your Hubspot naming conventions.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in HubSpot... All Forms List
    Do this in Square Add Customer to Group
  • When this happens in HubSpot... CRM Object Property Recently Updated
    Do this in Square Change Inventory
  • When this happens in HubSpot... CRM Object Recently Created
    Do this in Square Create Appointment
  • When this happens in HubSpot... CRM Object Recently Updated
    Do this in Square Create Customer
  • When this happens in HubSpot... Company Recently Created or Updated
    Do this in Square Create Invoice

SyncMatrix Experts

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I can see you're looking at mapping HubSpot to Square. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?