CompanyHub + Square Integration

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Square + CompanyHub Integration

Create CompanyHub deal from new Square transaction

If you use Square to process payments, you can now use this integration to create deal in CompanyHub right from the transaction screen.

This will save you time by automatically creating a deal for each transaction made through Square. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Square + CompanyHub Integration

Create CompanyHub contact from new Square transaction

If you've been using Square to power your online payments, you'll be happy to know that integration with CompanyHub will make it even easier for you to keep track of your payments and contact.

With this integration, when a transaction is added in Square, a contact will automatically be created in CompanyHub. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Square and CompanyHub, be sure to check it out!
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Square + CompanyHub Integration

Create CompanyHub task for new Square transaction

If you're using Square to process your payments, you can easily create task in CompanyHub for each transaction. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each transaction will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Square and CompanyHub accounts, and we'll take care of the rest!
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Square + CompanyHub Integration

Create CompanyHub record for new Square transaction

With the help of this Square - CompanyHub integration, whenever a new transaction is created in Square, a corresponding record will be created in CompanyHub. This record will include the data from the payment, including the transaction amount, the date of the transaction, and the name of the person who made the transaction.

This information can be used to track payments and transactions over time, and to make sure that all transactions are accounted for. Thus. this Square - CompanyHub integration can be helpful for keeping track of expenses, or for monitoring a budget.
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CompanyHub + Square Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • Square
    Payment is failed in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is created (all status) in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Search table in CompanyHub
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square
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