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How to connect HubSpot and Square
Create a New Scenario to Connect HubSpot and Square
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Square will be your first step. To do this, click "Choose an app," find HubSpot or Square, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the Square Node
Next, click the plus (+) icon on the HubSpot node, select Square from the list of available apps, and choose the action you need from the list of nodes within Square.
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Authenticate Square
Now, click the Square node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Square settings. Authentication allows you to use Square through Latenode.
Configure the HubSpot and Square Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and Square Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring HubSpot, Square, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HubSpot and Square integration works as expected. Depending on your setup, data should flow between HubSpot and Square (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and Square
HubSpot + Square + Slack: When a new contact is created in HubSpot, and they make a purchase in Square, a welcome message is sent to a dedicated Slack channel.
Square + HubSpot + Google Sheets: When a new event is triggered in Square (e.g., a transaction), the transaction details are logged in Google Sheets. The corresponding customer information in HubSpot is updated to track the purchase history.
HubSpot and Square integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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About Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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See how Latenode works
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FAQ HubSpot and Square
How can I connect my HubSpot account to Square using Latenode?
To connect your HubSpot account to Square on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Square accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update HubSpot contacts with Square payment data?
Yes, Latenode's flexible data mapping allows you to automatically update HubSpot contacts with Square payment information, giving your sales team key insights.
What types of tasks can I perform by integrating HubSpot with Square?
Integrating HubSpot with Square allows you to perform various tasks, including:
- Automatically creating HubSpot contacts from new Square customer data.
- Triggering HubSpot marketing emails upon successful Square transactions.
- Updating contact properties in HubSpot with Square purchase history.
- Segmenting HubSpot lists based on Square transaction amounts.
- Sending SMS notifications via HubSpot for Square payment confirmations.
Can I use JavaScript to customize data transformations between HubSpot and Square?
Yes, Latenode allows JavaScript code blocks, enabling complex data transformations between HubSpot and Square beyond simple field mappings.
Are there any limitations to the HubSpot and Square integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API rate limits of both HubSpot and Square.
- Complex data transformations might require JavaScript knowledge.
- Historical data migration may require custom workflow design.
