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

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

Yoom's HubSpot ＆  Square  are ready to use! Automate tasks instantly—just copy the template!
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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.

‍

‍■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

‍

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

‍

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.

‍

■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
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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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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After creating payment information with Square, create a client in freee Accounting
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When a new payment is created in Square, this flow creates a client in freee Accounting. By integrating Square with freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management. Additionally, you can also register Square's payment information individually in freee Accounting.‍
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Notify Microsoft Teams when a payment is made via Square
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This is a flow that sends a notification to Microsoft Teams when a payment is made via Square. By replying to the message notified in Microsoft Teams with confirmation or status updates, it becomes easy to track the person responsible for handling it.
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Notify Slack when a payment is made with Square
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Learn more about Yoom
About the apps you use
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.
see details
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Add a contact to HubSpot based on the form information and register an event in Google Calendar.
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The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.
View details Try it
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
Create a GitHub Issue when a HubSpot form is submitted.
Try it
When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.
View details Try it
Create a GitHub Issue when a HubSpot form is submitted.
Create a HubSpot ticket when a video is published on YouTube.
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When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
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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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Templates
After creating payment information with Square, create a client in freee Accounting
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When a new payment is created in Square, this flow creates a client in freee Accounting. By integrating Square with freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management. Additionally, you can also register Square's payment information individually in freee Accounting.‍
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Notify Microsoft Teams when a payment is made via Square
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This is a flow that sends a notification to Microsoft Teams when a payment is made via Square. By replying to the message notified in Microsoft Teams with confirmation or status updates, it becomes easy to track the person responsible for handling it.
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Notify Slack when a payment is made with Square
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This is a flow that sends a notification to Slack when a payment is made via Square. Team members no longer need to log in to Square individually to check, allowing them to confirm Square payments in a timely manner. Additionally, it eliminates the time lag in information verification.
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API Actions That can be No-Code
Executable API actions
everything
HubSpot
Square
Flowbot triggers
    When a new contact is created
    When a new company is created
    When a new deal is created
    When a contact is created or updated
    When a company is created or updated
    When a deal is created or updated
    Form Submitted
    When a product is created
    When a product is created or updated
    When a deal is updated to the specified stage
    When a record is created in a custom object
    When a custom object record is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a Service is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
    When a payment is created
    When a booking is created
    When a booking is updated or canceled
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Retrieve Company Information
    Retrieve Latest Company ID
    Update Company
    Search Company (Keyword Search)
    Create Deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update Deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Retrieve Company Custom Properties
    Get Deal Custom Properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Update Ticket Custom Property
    Add Note to Company
    Add Note to Deal
    Add Note to Ticket
    Add Meeting to Company
    Search multiple contacts (filter criteria)
    Get Ticket Details
    Add Product Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Retrieve Service Custom Properties
    Create Meeting Log
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create Call Log
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
    Retrieve Specific Customer Information
    Search Customer Information
    Retrieve Specific Transaction Information
    Retrieve Specific Order Information
    Retrieve Specific Product Information
    Register Customer Information
    Retrieve Specific Invoice Information
    Retrieve List of Locations
    Get Specific Product Variation Information
    List payments
Flowbot triggers
    When a new contact is created
    When a new company is created
    When a new deal is created
    When a contact is created or updated
    When a company is created or updated
    When a deal is created or updated
    Form Submitted
    When a product is created
    When a product is created or updated
    When a deal is updated to the specified stage
    When a record is created in a custom object
    When a custom object record is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a Service is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Retrieve Company Information
    Retrieve Latest Company ID
    Update Company
    Search Company (Keyword Search)
    Create Deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update Deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Retrieve Company Custom Properties
    Get Deal Custom Properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Update Ticket Custom Property
    Add Note to Company
    Add Note to Deal
    Add Note to Ticket
    Add Meeting to Company
    Search multiple contacts (filter criteria)
    Get Ticket Details
    Add Product Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Retrieve Service Custom Properties
    Create Meeting Log
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create Call Log
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
Flowbot triggers
    When a payment is created
    When a booking is created
    When a booking is updated or canceled
Flowbot operations
    Retrieve Specific Customer Information
    Search Customer Information
    Retrieve Specific Transaction Information
    Retrieve Specific Order Information
    Retrieve Specific Product Information
    Register Customer Information
    Retrieve Specific Invoice Information
    Retrieve List of Locations
    Get Specific Product Variation Information
    List payments
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Tab 2
Tab 3
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