HubSpot and Square integration
HubSpot and Square, one contact list
CRM Connector keeps HubSpot contacts and Square customers the same both ways, and carries every Square invoice into HubSpot on the next sync. Square takes payments at the counter and on the road, HubSpot runs sales and marketing.
- Official sign in for both
Contacts both ways, invoices one way
At a glance
Contacts stay the same on both sides, and Square invoices arrive in HubSpot.
What syncs
- ContactsBoth ways
- Invoices from SquareOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether HubSpot or Square leads when the same record changed in both since the last sync.
Options for HubSpot and Square
- Everyone, customers only or leads only
- Only the HubSpot lifecycle stages you tick
Record by record
What syncs between HubSpot and Square
Which HubSpot field matches which Square field, and what each change does.
Fields- Company nameBoth waysCompany name
- First nameBoth waysGiven name
- Last nameBoth waysFamily name
- EmailBoth waysEmail address
- Phone number or mobile phone numberBoth waysPhone number
- Street addressBoth waysAddress line 1
- Not in HubSpotOnly in SquareAddress line 2
- City, state or region, postal codeBoth waysLocality, region, postal code
- CountryWhen createdCountry
- Lifecycle stageEach works it outPaid invoices or bookings
- Original sourceOnly in HubSpotNot in Square
It happens in HubSpot, then in Square
A new contact
- Looked for in Square on the exact email, then the exact phone.
- Updated when found, created only when nothing matches.
Name, company, email, phone and address change
The same change is made to the Square customer on the next sync.
Country changes later
Not carried: Square takes the country only when the customer is created.
A phone number Square refuses
Left out of the Square customer, which is still written.
FAQ
Questions about HubSpot and Square?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts both ways, and Square invoices flow one way into HubSpot. Quotes and jobs are not offered between these two.
HubSpot's own Square Data Sync keeps Square customers and HubSpot contacts the same and brings Square items in as products.
CRM Connector:
- Keeps contacts in step both ways
- Also carries Square invoices onto the HubSpot contact
Let only one of the two sync the same customers, or every change is made twice.
Ask your AI assistant
Ask ChatGPT or Claude about HubSpot and Square
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to HubSpot and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.