Starter
Create a customer in Square when a new contact is added in HubSpot
When a new contact is added in HubSpot, create a customer in Square.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 1
- Client fills in
- 0
- Accounts
- 2
- Starts
- A new contact is added in HubSpot, within 5 minutes
UsesBeta
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A new contact is added
- A contact created in HubSpot (a form, an import, by hand), checked every 5 minutes. The token needs crm.objects.contacts.read.
- Create a customer
- A new customer in the client’s Square directory.
- Starts whenA new contact is added
- App stepCreate a customer
Square
What each client fills in
Nothing. It needs only the accounts it connects to.
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.
developer.squareup.com → the client’s application (their own account) → Credentials → Production access token. A personal access token for the client’s own account needs no Square review.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s HubSpot, for “A new contact is added”
- Connect the client’s Square, for “Create a customer”
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Thrum is cooking.
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