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

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■Overview

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

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■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

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2. Those who use CRM tools

・Those who manage transaction information with HubSpot

・Those who want to streamline data integration with HubSpot

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■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.

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■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.

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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.

Related apps

Square

Templates using

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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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