How to integrate Square with HubSpot to register customer information in HubSpot once a payment is completed in Square.

・Integrate Square and HubSpot with My Apps

(1) First, connect Square to My Apps.
After logging into your Yoom account, click "My Apps" on the left panel and search for Square from "New Connection".

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(2) Search for the Square app icon and click on it.
(3) You will be redirected to the Square login screen, where you should enter your account information and click [Continue].

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(4) Enter your password on the next screen and log in.
You will be redirected to a screen recommending account protection, as shown below.
Set it according to your operations.

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The first connection to Square is now complete.

(5) Next, integrate the HubSpot app.
Select HubSpot in the same way as registering Square with My Apps.

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(6) Click the app icon to move to a screen like the one above. If you already have an account, click [Sign in to HubSpot Account].
(If you need to create a new account, select [Create a New HubSpot Account] and create an account.)

(7) Click [Sign in to HubSpot Account] and proceed to the screen where you enter your email address and then your password.
After entering your password, you will receive an authentication code, so complete the authentication.

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(8) After authentication, you will be redirected to a screen like the one above, where you select the relevant account.
Select the account with the blue circle as indicated by the red frame and click [Select Account].
For more information on registering HubSpot with My Apps, please check this page.

After clicking, you will be taken to the My Apps screen of your Yoom account with both apps added.
Now, both apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are three setup flows.

・Square Launch Settings

(1) First, set up the Square app trigger.

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From "My Projects" on the left side of the Yoom account screen, click "Register customer information in HubSpot when payment is completed with Square [Copy]".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) Click the first step "When a payment is created".
(3) Enter the account information to be linked and click [Next].

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(4) On the next screen, select the "Trigger Launch Interval".
Select any of the following for the "Trigger Launch Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes.
*Note that the trigger launch interval varies depending on the plan.

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(4) Click [Test], and if there are no issues, click [Save].
In this step, you can obtain information as output as shown below.
The output information can be quoted and utilized in the subsequent steps, as noted in "This value can be used in other operations."

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(5) Next, click the second step "Retrieve specific customer information".

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(6) Confirm that the account information to be linked is entered, and click [Next].
On the next screen, enter information in the "Customer ID".
Click the input bar to quote the output obtained in the previous step.

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(7) After entering the information, click [Test], and if there are no issues, click [Save].

・HubSpot Settings for Registering Customer Information

(1) Finally, click the third step "Create Contact".

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(2) Enter the account information to be linked and click [Next].

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(3) On the next screen, enter information in fields such as "Company Name" and "Email Address".
Click the input bar to quote the output obtained in the previous step.

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(4) "Lifecycle Stage" and "Lead Status" can be set according to your operation from the dropdown menu.

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(5) After entering information in the required fields, click [Test], and if there are no issues, click [Save].
This completes the setup.

・Turn on the Trigger and Verify Operation

By clicking the red frame part "Turn on Trigger" on the screen below, the flow bot will start automatically.

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Here is the template used this time

Other Automation Examples Using Square and HubSpot

There are other examples of automation using Square and HubSpot on Yoom, so here are a few introductions.

Register with HubSpot When Payment is Completed with Square

Since Square's payment information is automatically registered with HubSpot, it may help prevent input omissions and duplicate data entries due to batch registration.
By eliminating manual tasks, it leads to more efficient management operations.

Register customer information with SendGrid once payment is completed with Square

This flow bot is recommended for those who want to develop email marketing strategies using payment information.
By eliminating the hassle of registration, it is expected to reduce the burden on staff and improve operational efficiency.

Notify Slack When a Payment Occurs on Square

When a payment occurs on Square, the details are automatically notified to Slack, facilitating smooth information sharing across the team.
This may eliminate the need for members to log in to Square to check information.

Benefits and Examples of Integrating Square with HubSpot

1. Reduce Workload

In the traditional process, it was necessary to manually enter customer information into HubSpot while checking Square's payment history.
By automatically registering customer information to HubSpot after payment is completed, it is possible to reduce the effort and time required for data entry.
For example, employees might be able to allocate the time they spent on data entry to other tasks such as customer service or sales activities, or they might be able to analyze the managed data in more detail.
This also contributes to improving the overall productivity of the company.

2. Reduce Human Errors

With manual registration, there is a risk of forgetting to enter specific customer information or making transcription errors.
Since customer information is automatically registered in HubSpot after payment is completed with Square, such human errors may be reduced.
For instance, by introducing an automated flow, it should be possible to prevent mistakes such as incorrectly transcribing address information or phone numbers from one customer to another when entering information into HubSpot from payment information.
This also leads to better information management.

3. Expect Faster Response Times

Since information is directly reflected in HubSpot once payment is completed with Square, it might be possible to complete a series of tasks quickly.
By shortening the work time, it should positively impact the customer response process.
For example, because customer information is quickly registered after payment is completed with Square, it may be possible to smoothly transition to actions such as email marketing.
Increasing the speed of operations contributes to improving customer satisfaction.

Conclusion

By introducing the integration of Square and HubSpot applications into daily operations, it may become possible to efficiently manage payment information and customer data.
Automation of tasks also leads to a reduction in the burden on those responsible and can be expected to suppress human errors.
Furthermore, by performing a series of tasks in a short time, response speed increases, contributing to improved customer satisfaction.
Since integration can be easily set up with no code, please use Yoom to experience automation through app integration.