Once the payment is completed with Square, register customer information in HubSpot

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■Overview

This is a flow where customer information is registered in HubSpot once payment is completed with Square.

Since Yoom allows collaboration between applications without programming, this flow can be easily realized.

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‍■People who recommend this template

1. Those who make payments with Square and do customer management and marketing with HubSpot

・Those who want to improve work efficiency by eliminating the trouble of manually entering customer information with Square into HubSpot and adding it to HubSpot contacts

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2. Those who want to develop marketing measures using payment information

・Those who want to grasp customer purchase history and behavior, automate personalized campaigns, follow-up emails, etc., and lead to improved customer engagement and repeat rates

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3. Those who want to automate business processes by linking Square and HubSpot

・Those who want to achieve centralized management of customer data, improved work efficiency, improved marketing ROI, etc.

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■Advantages of using this template

Do you find it a hassle to manually enter customer information that has completed a Square payment and register it with HubSpot?
Input mistakes are also likely to occur, so there may be people who feel that valuable customer information cannot be accurately managed...

By utilizing this flow, it is possible to eliminate the trouble of manual registration, improve work efficiency, prevent human errors such as input mistakes and duplicate registrations, and realize accurate customer management.

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About the Apps You Use

Square

Yoom allows you to integrate with Square's API without any coding, enabling the automation of various tasks. For example, you can store transaction information from Square into Google Sheets or automatically register customer information in Square. Additionally, you can automatically sync transaction and billing information from Square to Yoom's database with just a click.

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HubSpot

Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.

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