How to integrate Square with HubSpot to register in HubSpot when a payment is completed in Square

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 freely.
Enter the account information to integrate with Square.
Select "When a payment is created" as the trigger.
Once the input is complete, 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 set by default.
Make changes as needed.
Save if there are no issues.

Step 3: Setting up deal creation in HubSpot

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

2. Enter the account information to integrate with HubSpot.
Select "Create Deal" as the action.
Once the input is complete, click "Next".

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

4. With this, the flow of [Register in HubSpot when payment is completed in Square] is complete.

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 in Yoom, so here are a few.

1. A flow that sends a personalized thank you email 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, supporting the simplification of 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 with a large amount of data, registration is seamless, allowing you to focus on other important tasks.
For those who feel anxious about "automation being difficult" or "needing specialized knowledge," Yoom provides a reassuring start.
With numerous easy-to-understand templates available, even beginners can smoothly get started.
Why not aim for more efficient business operations by leveraging Yoom?