HubSpot Diamond Solutions Partner
HubSpot & Square Integration: Unify Your Online and Offline Revenue
Connect HubSpot's CRM with the Square payments platform to capture every customer transaction online and in-person. Gain a complete view of customer buying behavior to drive smarter marketing and increase lifetime value.
Get Your Free HubSpot Consultation!
Schedule a complimentary discovery call with our integration experts to explore how a custom HubSpot and Square connection can unlock a true 360-degree view of your customer and drive more revenue.
Enrich Every Transaction with Powerful CRM Data
Go beyond the simple transaction. By connecting Square to HubSpot, you link every payment and purchase to a rich customer profile in your CRM. This allows you to understand the full context of every sale, identify high-value repeat customers, and personalize post-purchase engagement directly from your central customer data hub.
Identify High-Value Customers: Automatically link transactions to HubSpot contacts to easily track purchase frequency and lifetime value.
Personalize Post-Purchase Communication: Use HubSpot workflows to send targeted follow-up emails, review requests, or special offers after a Square purchase.
Unified Customer Profiles: Create or update HubSpot contacts from new Square customers, ensuring your customer database is always complete and up-to-date.
Go beyond the simple transaction. By connecting Square to HubSpot, you link every payment and purchase to a rich customer profile in your CRM. This allows you to understand the full context of every sale, identify high-value repeat customers, and personalize post-purchase engagement directly from your central customer data hub.
Unlock a 360-Degree Customer View in HubSpot
Transform your HubSpot portal into a true revenue engine by enriching it with transactional data from Square. When you sync sales, refunds, and line-item data, you empower your marketing and service teams to segment audiences with precision, automate campaigns based on real-time buying behavior, and accurately report on marketing's impact on sales.
Track Customer Lifetime Value: Automatically log every Square sale on the HubSpot contact record for a clear, real-time view of customer LTV.
Trigger Behavior-Based Marketing: Create smart lists and launch automated workflows based on specific products purchased, purchase frequency, or total spend.
Attribute Revenue to Campaigns: Tie in-person and online Square sales directly back to the marketing campaigns that influenced them for accurate ROI reporting.
Transform your HubSpot portal into a true revenue engine by enriching it with transactional data from Square. When you sync sales, refunds, and line-item data, you empower your marketing and service teams to segment audiences with precision, automate campaigns based on real-time buying behavior, and accurately report on marketing's impact on sales.
A Flexible Sync Architecture That Molds to Your Business
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard, out-of-the-box connectors force you into a rigid data model that doesn't fit your unique business. Our custom integration is engineered to map the flow of data to your specific sales and marketing processes, ensuring the technology supports your workflow, not the other way around.
- Bi-Directional & Uni-Directional Sync: Control the flow of customer and transaction data precisely between HubSpot and Square to maintain a single source of truth.
- Real-time & Scheduled Syncs: Trigger data transfers instantly when a sale occurs or run batch updates on a schedule that fits your operational needs.
- Custom Sync Logic & Triggers: Define the exact conditions for data synchronization, such as syncing only specific product sales or customers from a particular location.
- High-Volume Data Handling: Our architecture is built to reliably manage a high volume of daily transactions without compromising performance.
Comprehensive Object & Field Mapping
We ensure seamless data translation between HubSpot and Square by mapping standard and custom objects and fields for a complete customer and revenue picture.
HubSpot
Square
- Contacts
- Companies
- Deals / Orders
- Products & Line Items
- Customers
- Customer Groups
- Orders / Transactions
- Catalog Items
- Contacts Customers
- Companies Customer Groups
- Deals / Orders Orders / Transactions
- Products & Line Items Catalog Items
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and "messy data" that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.
The Expert You Call
We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.
Trusted by High-Growth Companies
See why leaders at scaling companies partner with Integrate IQ's experts.
Frequently Asked Questions
The integration can automatically match a transaction to an existing HubSpot contact using a unique identifier like an email address or phone number provided during the sale. If no match is found, a new contact can be created, ensuring every customer is captured in your CRM.
Yes. We can sync detailed line-item data from Square orders to HubSpot. This allows you to build workflows that trigger based on the purchase of a specific SKU, product category, or even purchase value, enabling highly targeted post-purchase marketing.
While Zapier is great for simple, one-way triggers, our custom integration provides robust, bi-directional syncing for high volumes of data. It handles complex logic, historical data migration, and detailed error handling, ensuring a level of reliability and depth that basic connectors cannot match.
Absolutely. We can perform a one-time historical data sync to populate your HubSpot contact records with past purchase history from Square. This provides an immediate, complete view of customer lifetime value and buying behavior from day one.
