Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Sale Completed

Activated when a new sale is completed through Square, facilitating automatic creation of corresponding deals or contacts in HubSpot for follow-up and tracking.
heading shape

Customer Places Order

Triggered when a customer places an order through Square, enabling automated email confirmations or follow-up communications in HubSpot to enhance customer satisfaction.
heading shape

Order Shipped or Fulfilled

Activated when an order is shipped or fulfilled through Square, facilitating automatic updates to contact records in HubSpot and triggering follow-up actions or feedback requests.
heading shape

Refund Processed

Triggered when a refund is processed through Square, enabling automatic updates to deal records in HubSpot and triggering follow-up actions or customer outreach to address concerns.
heading shape

New Customer Created

Activated when a new customer is created in Square, facilitating automatic creation of corresponding contacts in HubSpot for ongoing engagement and relationship management.
heading shape

Inventory Item Sold Out

Triggered when an inventory item is sold out through Square, facilitating automatic updates to product records in HubSpot and triggering alerts or follow-up actions for inventory management.
heading shape

Appointment Booked

Activated when an appointment is booked through Square's appointment scheduling feature, facilitating automatic creation of corresponding calendar events or tasks in HubSpot for staff coordination.
heading shape

Subscription Renewed

Triggered when a subscription is renewed through Square, enabling automatic updates to contact records in HubSpot and triggering follow-up actions or subscription management workflows.
heading shape

Customer Loyalty Reward Redeemed

Activated when a customer loyalty reward is redeemed through Square, facilitating automatic updates to contact records in HubSpot and triggering follow-up actions or thank-you messages to customers.

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Add Line Item to Deal

Connect

Enhance deal management and sales tracking by integrating Add Line Item to Deal with HubSpot, enabling you to add product line items to deals and manage sales pipelines more efficiently.

CRM Integration Logo

Visitor Queue

Connect

Capture website visitors and turn them into leads by integrating Visitor Queue with HubSpot, enabling you to identify anonymous traffic, track visitor behavior, and personalize outreach efforts.

CRM Integration Logo

FormPay by MakeWebBetter

Connect

Simplify payment processing and improve conversion rates by integrating FormPay by MakeWebBetter with HubSpot, enabling you to create seamless payment forms and capture transactions effortlessly.

CRM Integration Logo

Demandbase

Connect

Personalize account-based marketing (ABM) strategies and drive targeted engagement by integrating Demandbase with HubSpot, enabling you to identify high-value accounts, deliver personalized content, and accelerate sales cycles effectively.

CRM Integration Logo

SlickText SMS Text Marketing

Connect

Boost customer engagement and reach with SlickText SMS Text Marketing integrated with HubSpot. Explore our integration services for enhanced marketing.

CRM Integration Logo

AnswerConnect

Connect

Enhance your customer support capabilities by integrating AnswerConnect with HubSpot. Learn how our integration services can improve your workflow.

CRM Integration Logo

Softr

Connect

Build custom applications and deliver personalized experiences by integrating Softr with HubSpot, enabling you to create dynamic web pages, collect data, and automate workflows effortlessly.

CRM Integration Logo

Spiffy Checkouts

Connect

Simplify payment processes with the Spiffy Checkouts and HubSpot integration. Enhance your checkout experience and boost conversions by managing payments directly in HubSpot.

CRM Integration Logo

Donorbox

Connect

Discover how the Donorbox and HubSpot integration helps nonprofits streamline fundraising efforts. Manage donors and campaigns seamlessly to maximize contributions.

CRM Integration Logo

Younium

Connect

Optimize subscription management with the Younium and HubSpot integration. Connect billing and CRM data to streamline recurring revenue operations effortlessly.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Square logo

Square + HubSpot

bullet icon

Seamless Payment Integration

Integrate Square's payment processing with HubSpot for seamless transaction tracking and management.

bullet icon

Enhanced Sales Insights

Gain deeper insights into sales performance and customer transactions by syncing Square data with HubSpot.

bullet icon

Simplified Customer Management

Simplify customer management processes by centralizing Square customer data within HubSpot's CRM.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Square Integration streamline sales and marketing operations?

By integrating Square with HubSpot, you can synchronize sales transactions and customer data, providing a unified view of your business operations and enabling more targeted and personalized marketing efforts.

Can I gain insights into customer behavior and purchasing patterns using the integration?

Yes, you can leverage Square's e-commerce data alongside HubSpot's marketing tools to gain valuable insights into customer behavior, purchasing patterns, and product preferences, enabling more effective marketing strategies.

Is it possible to automate customer engagement based on Square transactions and interactions?

Absolutely! You can automatically trigger follow-up actions and personalized marketing campaigns in HubSpot based on Square transactions and customer interactions, ensuring timely and relevant engagement with your audience.

How does the integration help in managing inventory and product sales?

By automatically updating product records in HubSpot based on Square sales and inventory data, the integration helps in managing inventory levels, tracking product performance, and optimizing sales strategies.

Can I track the ROI of my marketing efforts based on Square transactions in HubSpot?

Yes, you can track the ROI of your marketing efforts by analyzing Square transactions within HubSpot, providing valuable insights into the effectiveness of your campaigns and marketing channels.

Does the integration support seamless synchronization of customer data between Square and HubSpot?

Absolutely! The integration ensures seamless synchronization of customer data between Square and HubSpot, ensuring that your customer records are consistent and up-to-date across both platforms.

Can I integrate Square data with other HubSpot features, such as email marketing and lead scoring?

Yes, Square data can be seamlessly integrated with other HubSpot features, allowing for coordinated and personalized communication across multiple channels, as well as enhanced lead scoring and qualification based on customer purchasing behavior.

How does the HubSpot Square Integration contribute to overall business growth?

By providing a unified view of sales and marketing data, automating customer engagement, and enabling data-driven marketing strategies, the integration contributes to overall business growth by improving efficiency, increasing customer satisfaction, and driving revenue.

Is the integration easy to set up and customize according to specific business needs?

Yes, the integration is designed to be user-friendly and customizable, allowing businesses to tailor synchronization parameters, automation rules, and engagement strategies according to their unique requirements and preferences.

What kind of insights can I expect to gain from using the HubSpot Square Integration?

By using the integration, you can gain insights into sales performance, customer behavior, and marketing effectiveness, enabling you to make data-driven decisions and optimize your business operations for better results.
By integrating Square with HubSpot, you can synchronize sales transactions and customer data, providing a unified view of your business operations and enabling more targeted and personalized marketing efforts.
Yes, you can leverage Square's e-commerce data alongside HubSpot's marketing tools to gain valuable insights into customer behavior, purchasing patterns, and product preferences, enabling more effective marketing strategies.
Absolutely! You can automatically trigger follow-up actions and personalized marketing campaigns in HubSpot based on Square transactions and customer interactions, ensuring timely and relevant engagement with your audience.
By automatically updating product records in HubSpot based on Square sales and inventory data, the integration helps in managing inventory levels, tracking product performance, and optimizing sales strategies.
Yes, you can track the ROI of your marketing efforts by analyzing Square transactions within HubSpot, providing valuable insights into the effectiveness of your campaigns and marketing channels.
Absolutely! The integration ensures seamless synchronization of customer data between Square and HubSpot, ensuring that your customer records are consistent and up-to-date across both platforms.
Yes, Square data can be seamlessly integrated with other HubSpot features, allowing for coordinated and personalized communication across multiple channels, as well as enhanced lead scoring and qualification based on customer purchasing behavior.
By providing a unified view of sales and marketing data, automating customer engagement, and enabling data-driven marketing strategies, the integration contributes to overall business growth by improving efficiency, increasing customer satisfaction, and driving revenue.
Yes, the integration is designed to be user-friendly and customizable, allowing businesses to tailor synchronization parameters, automation rules, and engagement strategies according to their unique requirements and preferences.
By using the integration, you can gain insights into sales performance, customer behavior, and marketing effectiveness, enabling you to make data-driven decisions and optimize your business operations for better results.

Book a consultation call