How to integrate Squarespace with HubSpot to automatically register customer information in HubSpot when an order is placed in Squarespace

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!

In today's business world, the importance of data management is increasing to achieve results.
We will introduce how to integrate Squarespace and HubSpot to automatically register customer information.
This automation eliminates the need for manual input, prevents omissions and errors, and makes it easier to manage customer information.
Furthermore, sharing customer information can contribute to marketing and sales activities.
Let's take a closer look at the benefits and setup methods for automatic customer information registration.

Benefits of Integrating Squarespace and HubSpot

Benefit 1: Improved Work Efficiency

Integrating Squarespace and HubSpot can improve work efficiency.
For example, when an order is placed on Squarespace, the customer data can be automatically synchronized with HubSpot.
Compared to traditional manual input, this reduces omissions and errors, making it easier to manage customer data.
Additionally, eliminating the need for manual data processing and transcription allows staff to focus on tasks such as product management.
This reduces the risk of human error and allows for more effective use of time.

Benefit 2: Enhance Sales and Marketing Activities

Automatically synchronizing customer information can enhance sales and marketing activities.
For example, sharing customer information allows the marketing team to formulate marketing strategies.
This enables detailed customer information to be reviewed, contributing to business decisions and sales activities.
Leveraging this automation may promote business growth and enable appropriate customer approaches.

[About Yoom]

How to Create a Squarespace and HubSpot Integration Flow

This time, we will introduce the setup method for the following template: "Register customer information in HubSpot when order information is created in Squarespace."
Using this template is convenient as it eliminates the need to set up automation from scratch.

The process consists of only 4 steps, so it can be set up in 10-15 minutes.

Register Squarespace and HubSpot as My Apps
Set a trigger to activate when order information is created in Squarespace
Set an action to create a contact in HubSpot
Verify the automation between Squarespace and HubSpot

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Register Squarespace and HubSpot as My Apps

Please register Squarespace and HubSpot as My Apps to connect them to Yoom.
Completing the My Apps registration first makes automation setup easy.

First, register Squarespace as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Squarespace from "Search by App Name" or find it from the app list.

When the following screen is displayed, check the explanation and set the "Account Name" and "Access Token".

Next, register HubSpot as My App.
Please refer to the Yoom Help Page for registration.

If Squarespace and HubSpot are displayed in My Apps, the registration is complete.

Step 2: Set a trigger to activate when order information is created in Squarespace

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, please check the "Title" and "Description".
If changes are necessary, you can click on the relevant section to make changes.
First, to start with the Squarespace settings, click "When order information is created/updated".

When the following screen is displayed, please check the settings.

"Title" → Change as necessary
"Account information linked with Squarespace" → Check if the account is correct
"Trigger action" → When order information is created/updated

The following screen will be displayed, select the "Trigger interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the trigger interval varies depending on the plan.
Once the settings are complete, click "Test" → "Test successful" → "Save".

Step 3: Set up an action to create a contact in HubSpot

Next, to set up HubSpot, click "Create contact".
When the following screen is displayed, check the settings.

"Title" → Change as necessary
"Account information linked with HubSpot" → Check if the account is correct
"Action" → Create contact

The following screen will be displayed, please check the precautions.

Scroll down and set up using the Squarespace output.
By clicking the arrow within the red frame, you can use the Squarespace output.
Set the output to match the item name as shown below.
Once other items are set similarly, click "Test" → "Test successful" → "Save".

Step 4: Verify the automation between Squarespace and HubSpot

Finally, click "Turn on trigger" to complete the automation setup.
Check if the flowbot is operating correctly.

Flowbot template used this time
Register orderer information in HubSpot when order information is created in Squarespace

Other Examples of Automation Using Squarespace and HubSpot

1. This is a flow that automatically creates and registers product information in Squarespace from Google Sheets.
By automatically transferring product information, there is no need to register each item manually.
This automation is especially recommended when there are a large number of products to register, as it allows for speedy data transfer.

2. This is a flow for automatically adding information registered in kintone to HubSpot.
You can synchronize data registered in kintone with HubSpot, saving the effort of manual entry and reducing time.
Since manual input is not required, it prevents omissions and incorrect entries, allowing for accurate data transfer.

3. This is a flow that automatically stores submissions from HubSpot forms into Microsoft Excel.
Since you can check the form contents in Microsoft Excel, it reduces the need to switch between tools.
If you are working within a team, it becomes easier to share the form contents.

Summary

By integrating Squarespace with HubSpot, order information is automatically synchronized when creating order details, which can lead to improved operational efficiency.
In particular, the ability to utilize accurate data in marketing and sales scenarios is a significant advantage.
Additionally, it becomes easier to understand detailed data such as purchase history, enabling more strategic marketing activities and sales.
The introduction of this automation can potentially serve as a foundation for business growth by allowing appropriate customer engagement.
Make sure to leverage this automation for efficient business operations.

While typical app integrations require a certain level of programming knowledge and can be challenging, Yoom's app integration is easy for anyone to use.
A two-week free trial is available, so please try it out from here.