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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.
  1. Starts whenA new contact is added
  2. App stepCreate a customer

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.

  • Square

    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:

  1. Connect the client’s HubSpot, for “A new contact is added”
  2. Connect the client’s Square, for “Create a customer”

Thrum is cooking.

Get early access and you’ll be among the first in. Early members get a launch perk.