Automate Square & HubSpot

Stop paying for mismatched spreadsheets. Sync data between Square and HubSpot 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 ["Square"]
        T1(["Completed Payment"])
    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 ["HubSpot"]
        A1(["Add Contact to List"])
    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 Square transactions are processed, the payment details such as customer name, email, and transaction amount are generated. However, if this data isn't automatically sent to HubSpot, marketing teams are left manually entering these details into the CRM. This leads to potential errors, such as incorrect customer information or missed transactions, wasting hours each week for the sales team who must reconcile records. The lack of integration means valuable insights from payment data remain siloed, hindering targeted marketing efforts.

Top Ways to Automate Square & HubSpot

Automated Lead Capture: Seamlessly transfer customer information from Square transactions directly into HubSpot, ensuring that your sales team has immediate access to new leads without manual data entry.
Real-Time Sales Reporting: Generate real-time reports in HubSpot that reflect Square sales data, allowing for accurate tracking of sales performance and enabling data-driven decision-making.
Personalized Marketing Campaigns: Utilize customer purchase history from Square to create targeted marketing campaigns in HubSpot, enhancing customer engagement and driving repeat business.

How to Build the Square → HubSpot Sync

Set up a webhook in Square to listen for the 'payment.created' event. This will trigger whenever a new payment is processed.
In your webhook configuration, ensure that you capture the following payload data: customer.name, customer.email, and transaction.amount.
Use the HubSpot API endpoint POST https://api.hubapi.com/contacts/v1/contact to insert the new payment data into HubSpot.
Map the extracted data from Square to HubSpot fields: customer.name to properties[0].value, customer.email to properties[1].value, and transaction.amount to properties[2].value.
Test the integration by processing a payment in Square and verifying that the data appears correctly in HubSpot.

Developer Warnings & API Gotchas

Ensure that the customer email is validated before sending to HubSpot; invalid emails can cause the API call to fail.
Be aware of HubSpot's required properties for contact creation; missing fields may lead to incomplete records.
Check the data types for transaction.amount; HubSpot requires numeric values, and sending strings may result in errors.

Supported API Operations

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

When this happens in Square... Completed Payment

Do this in HubSpot Add Contact to List
When this happens in Square... Fetch Custom Actions

Do this in HubSpot Add Contact to Workflow
When this happens in Square... Item Variation

Do this in HubSpot Create Associations
When this happens in Square... List Appointment Service

Do this in HubSpot Create COS Blog Post
When this happens in Square... Locations

Do this in HubSpot Create CRM Object

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