Once the payment is completed with Square, register it in HubSpot.

Try this Template

No items found.

■Overview

This is a flow to register with HubSpot once the payment is completed with Square.

‍

■Recommended for‍

1. Those who use Square for business

・Those who utilize Square to streamline payment operations

・Store owners who use Square for online payment transactions

‍

2. Those who use CRM tools

・Those who manage transaction information with HubSpot

・Those who want to streamline data integration with HubSpot

‍

■Benefits of using this template

Square is a payment system that supports multiple payment methods and can meet a wide range of customer needs.
However, if you are managing Square's payment information with a CRM tool, manual data integration each time is time-consuming and inefficient.

This template allows you to register transaction information with HubSpot once the payment is completed with Square, eliminating manual work.
Payment information outside of business hours is also seamlessly registered with HubSpot, preventing input omissions and duplicate data entries due to batch registration, thereby streamlining management tasks.

Additionally, automating data registration with HubSpot can improve the productivity of the entire team.

‍

■Notes‍

・Please integrate Yoom with both Square and HubSpot.

・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

After creating payment information with Square, create a client in freee Accounting

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.‍

See details

This is a business workflow that automatically registers Jotform responses into Square. It eliminates manual entry, allows centralized management of customer information, and achieves quick response and operational efficiency.

See details

This is a business workflow that automatically registers Typeform responses into Square. It seamlessly integrates everything from form input to customer management, reducing the hassle and errors of data entry. It's ideal for efficient customer management.

See details

A business workflow that utilizes Yoom to automatically register Google Form responses into Square. By eliminating the need for manual input and maintaining data consistency, it enables efficient and accurate customer management.

See details

Notify via LINE once the payment is completed with Square.

Square and LINE are integrated to automatically send LINE notifications upon payment completion in this business workflow. This allows for immediate sharing of sales information, enhancing the efficiency of store operations and customer service. It reduces the need for manual verification tasks and streamlines the workflow.

See details

When a customer is created in Square, register them in Shopify.

This is a business workflow that automatically registers new customers added in Square to Shopify. It eliminates the hassle of manual management and enables efficient customer management.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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.

Related apps

Square

Templates using

View all related templates

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.

Related apps