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HubSpot + Square Integrations

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Connect HubSpot to Square
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
HubSpot + your other apps
Square + your other apps
Related blog posts
FAQ

HubSpot + Square integrations

HubSpot > Square

Trigger

Last triggered

Message received

Create customer

Overview

Connect HubSpot to Square in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between HubSpot, Square, and many other popular SaaS applications.

Check below for example workflows using HubSpot and Square, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of HubSpot and Square integrations in Relay.app

Trigger a new workflow when a new submission is received in Hubspot.

Preview of Easily configure which new form submissions should kick off the workflow.

Preview of Use Relay.app's HubSpot integrations to trigger actions across your apps

Preview of Use any of these HubSpot actions in your Relay.app workflows.

Preview of Use any of these Square actions in your Relay.app workflows.

Preview of Use Relay.app's Square integrations to trigger actions across your apps

Trigger a new workflow when a new submission is received in Hubspot.

Easily configure which new form submissions should kick off the workflow.

Use Relay.app's HubSpot integrations to trigger actions across your apps

Use any of these HubSpot actions in your Relay.app workflows.

Use any of these Square actions in your Relay.app workflows.

Use Relay.app's Square integrations to trigger actions across your apps

Example HubSpot + Square workflows

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Automatically create customer in Square for each message received in HubSpot

Try it

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Create form response automatically in HubSpot for each booking added in Square

Try it

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Update customer automatically in Square for each form submission received in HubSpot

Try it

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Automatically reply to message in HubSpot for each catalog entry added in Square

Try it

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Create customer group automatically in Square for each record added in HubSpot

Try it

Inspirational workflows

Visit the template gallery ➔

Demo Request Qualifier

Automatically qualify sales demo requests based on prospect information and AI analysis.

Sales

Relay.app workflow screenshot: Demo Request Qualifier

HubSpot Triggers

CRM Object

add

New record added

edit

Record changed

target

Record first meets conditions

Form submission

mark_email_unread

Form submission received

List

add

Record added to list

edit

Record in list field changed

target

Record in list meets conditions

Message

mark_email_unread

Message received

Square Actions

Catalog entry

Find catalog entry(ies)

Customer

group_add

Add customer to group

add

Create customer

Find customer(s)

group_remove

Remove customer from group

edit

Update customer

Customer group

add

Create customer group

Find customer group(s)

edit

Update customer group

Invoice

Find invoice(s)

Location

Find location(s)

Merchant

Find merchant(s)

Order

Find order(s)

Payment

Find payment(s)

Square Triggers

Booking

edit

Booking changed

target

Booking first meets conditions

add

New booking added

Catalog entry

edit

Catalog entry changed

target

Catalog entry first meets conditions

add

New catalog entry added

Customer

edit

Customer changed

target

Customer first meets conditions

add

New customer added

Invoice

edit

Invoice changed

target

Invoice first meets conditions

add

New invoice added

Order

add

New order added

edit

Order changed

target

Order first meets conditions

Payment

add

New payment added

edit

Payment changed

target

Payment first meets conditions

HubSpot Actions

Conversations

Reply to message

Form submission

Find form submissions

schedule

Wait for form submission

Marketing

description

Create form response

Object

playlist_add

Add record to list

add

Create or update record

add

Create record

Find associated records

playlist_remove

Remove record from list

edit

Update record

Owner

Find owner(s)

Pipeline Stage Query

Find stage by name

Create your own HubSpot + Square integration

Select a trigger in HubSpot

Select an action in Square

Create your workflow

Or automate Square + HubSpot

Select a trigger in Square

Select an action in HubSpot

Create your workflow

Connect HubSpot to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Square to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

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Apr 17, 2024

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect HubSpot to Square with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in HubSpot or Square to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize HubSpot and Square to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting HubSpot to Square?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect HubSpot to Square that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate HubSpot and Square—give it a try and let us know what you think.

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