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Customers, transactions, and line items flow between Square and HubSpot so your team sees the full picture — from first visit to lifetime value.
A custom-built integration designed around your business logic, not a plug-and-play connector.
Square processes your transactions — in-store, online, or on-the-go. HubSpot manages your customer relationships, marketing, and follow-up. When these systems don’t share data, your marketing team can’t segment by purchase history, your sales team can’t see transaction values, and nobody can tie a campaign to actual revenue collected.
For businesses that sell through Square, every transaction is a data point about customer behaviour. Purchase frequency, average order value, product preferences — all locked inside your payment platform instead of driving your marketing and retention efforts.
Transaction data is customer intelligence. It belongs in your CRM.
Customer records and transaction data flow from Square into HubSpot automatically. Your marketing team segments by purchase history, frequency, and value — without waiting for a manual export.
Individual line items sync into HubSpot so your team can see what each customer bought, trigger product-specific follow-ups, and report on revenue by category, location, or time period.
If your business uses Square for payments and HubSpot for customer management, this integration gives your CRM the transaction data it needs. Your marketing team targets based on real purchase behaviour. Your retention team identifies at-risk customers before they lapse. And your leadership team sees revenue data alongside pipeline.
Built for retail, hospitality, and service businesses where payment data is the most honest signal of customer engagement.