How to integrate Square with HubSpot to register in HubSpot once the payment is completed in Square

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Square is a convenient tool that is easy to operate even for stores introducing cashless payments for the first time, making it reassuring for beginners to use.
However, if you manually reflect Square's payment information in a CRM tool each time, it may be time-consuming and not efficient.
This article explains the benefits of integrating Square with HubSpot and the basic flow of automation.

This article is recommended for

The content introduced this time is recommended for the following people!

・Those who feel that the information integration work between Square and HubSpot takes time and effort
・Those who want to quickly conduct sales analysis and business strategies based on payment data
・Those aiming to reduce manual work and improve efficiency through automation

Benefits and Examples of Integrating Square and HubSpot

Benefit 1: Streamlining Data Entry

When a payment is completed with Square, customer information is automatically registered in HubSpot, reducing the time spent on manual data entry.
Automation can reduce monotonous input tasks and may smooth the overall workflow.
For example, in retail or service industries, it is common to manually enter customer information collected at the time of payment into the system later, but this process is not only time-consuming but also carries the risk of input errors.
Especially when there are many customers, such tasks can be a significant burden on staff.
By utilizing automation, you can reduce the burden of manually entering vast amounts of data.

Benefit 2: Smoother Customer Service

By automatically registering information in HubSpot when a payment is completed with Square, you can quickly grasp customer information.
For instance, if a customer makes an inquiry immediately after purchase, it may be easier to provide accurate responses based on the latest information.
Additionally, it becomes possible to automatically send a thank-you email immediately after purchase, which can expedite follow-up.
Furthermore, being able to respond quickly can lead to gaining customer trust.
As a result, it will help in providing responses that give customers peace of mind.

Benefit 3: Streamlining Marketing

By automatically registering payment data from Square in HubSpot, it becomes easier to organize information such as purchase history and transaction amounts for each customer.
As a result, the marketing department will be able to easily identify products with high purchase frequency or customer segments with large purchase amounts when planning campaigns.
For example, for customers who continuously purchase a certain product, you can send emails introducing special offers or discounts related to that product.
Furthermore, by extracting customers with high purchase frequency based on past transaction amounts and introducing loyalty programs or VIP benefits, it becomes easier to advance measures to deepen relationships with customers.

In this article, we will proceed with integration using Yoom.
If you have not used it yet, please take a look at First Time with Yoom.

[What is Yoom]

How to Create a Flow for Integrating Square and HubSpot

This time, we will create a flow of [Registering in HubSpot when a payment is completed with Square].
This may reduce the risk of manual input omissions and duplicate data, allowing management tasks to proceed efficiently.

The integration flow is broadly created through the following processes.

・Register Square and HubSpot as My Apps
・Set up a trigger that activates when a payment is created in Square
・Configure settings to create a deal in HubSpot
・Testing and verification

Step 1: Integrate My Apps with Square and HubSpot

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account creation page.

1. After logging in, click on My Apps and then click on New Connection.

2. You can search by app name in the input field.
This time, search and register Square and HubSpot respectively.

3. When you enter Square, an icon will appear.
Click on the Square icon.

4. The Square login screen will appear, so please log in.

5. Similarly, search for HubSpot and click on the icon.

6. Select "Sign in to your HubSpot account".

7. A login screen will appear, so please log in.
For detailed instructions on registering My Apps in HubSpot, please refer to the following link.
How to Register My Apps in HubSpot

When My Apps registration is successful, the following screen will be displayed.
Please confirm.

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For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare a Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting up the trigger to activate when a payment is created in Square

1. First, click on "When a record is registered or updated in the Deal object" at the top.

2. Set the title as you like.
Enter the account information to link with Square.
Select "When a payment is created" as the trigger.
Once you have finished entering, click "Next".

3. Set the trigger activation interval.
You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.
After setting, perform a test and save if there are no issues.

4. Next, click on the "Command Operation" icon.

5. The command operation is pre-configured.
Make changes as necessary.
If there are no issues, please save.

Step 3: Setting up to create a deal in HubSpot

1. Return to the flow.
Finally, click on the "Create Deal" icon.

2. Enter the account information to link with HubSpot.
Select "Create Deal" as the action.
Once you have finished entering, click "Next".

3. Set each item.
The stage is a required field, so please be sure to enter it.
When you click on the input field, the acquired output will be displayed, so please use it as needed.
After setting, perform a test and save if there are no issues.

4. This completes the flow of [Registering in HubSpot when a payment is completed in Square].

Step 4: Testing and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

Yoom allows you to easily set up without programming knowledge.
Try this convenient flow from the link below.

Other Automation Examples Using Square

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

1. A flow where a personalized thank you email is sent via Gmail when a payment is made with Square.
‍By using this template, you can automatically send a thank you email to the purchaser via Gmail after a payment is made with Square.
This allows you to automatically send emails after payment completion, even during late nights or holidays.

2. This is the flow for registering in kintone once the payment is completed with Square.
‍By using this template, you can automatically add a record to kintone when a payment is completed with Square.
This reduces the manual workload, allowing you to allocate the saved time to other tasks.

3. This is a flow to register in Microsoft Excel once the payment is completed with Square.
‍ By utilizing this template, you can automatically register data in Excel every time a payment is completed, helping to simplify your tasks.
It is recommended for those who want to reduce manual input time.

Summary

By integrating Square with HubSpot, you can now automatically register payment data in HubSpot once a Square transaction is completed.
Even if there is a large amount of data, the registration is seamless, allowing you to focus on other important tasks.
For those who feel anxious about "automation being difficult" or "requiring specialized knowledge," Yoom provides a reassuring start.
With numerous easy-to-understand templates available, even beginners can engage smoothly.
Why not aim for more efficient business operations by utilizing Yoom?