HubSpot to Square Integration | MESA

Connect HubSpot to Square and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's HubSpot to Square integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

Try MESA for free

★★★★★ 4.9 rating on Shopify App Store

Start when...

Personalize with built-in tools...

Then, do this...

Trusted by 1,000+ Shopify merchants

Why integrate HubSpot with Square

The HubSpot to Square integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Data integration →

Keep HubSpot contacts current as customers shop in Shopify

When a customer places an order, updates their details, or hits a lifecycle milestone in Shopify, MESA updates their HubSpot contact record automatically. Your CRM reflects who your customers are right now without a manual sync or scheduled export.

Order automation →

Create HubSpot deals from Shopify wholesale and B2B orders

When a qualifying order comes in — a wholesale account, a high-value purchase, a first-time B2B customer — MESA creates a deal in HubSpot with the order details already attached. Your sales team follows up with context, not just a name.

Customer experience →

Trigger HubSpot workflows from Shopify customer behavior

When a customer crosses a spend threshold, earns a loyalty tier, or shows a churn signal in Shopify, MESA sends the event to HubSpot and starts the right sequence. Your CRM automation runs on live commerce signals, not just form fills and email opens.

Data integration →

Sync Square transactions into your Shopify customer records

When a purchase is made in Square — in-store, at an event, at a pop-up — MESA creates or updates the customer's record in Shopify. Your ecommerce and physical sales channels share a single view of every customer.

Inventory management →

Keep inventory accurate across Square and Shopify

When a sale is made in Square, MESA updates the corresponding stock level in Shopify. Your online storefront reflects what was just sold in person without a manual sync between your point-of-sale and your store.

Customer experience →

Trigger post-purchase workflows from Square transactions

When a customer buys in Square, MESA kicks off the right next step in Shopify — adding a tag, enrolling them in a Klaviyo flow, updating a loyalty record. Your in-person sales feed the same automation as your online ones.

Build any HubSpot and Square automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Catalog Item Created

Starts when a catalog item is created.

Catalog Item Updated

Starts when a catalog item is updated.

Customer Created

Starts when a customer is created.

Customer Updated

Starts when a customer is updated.

Invoice Added

Starts when an invoice is added.

Order Created

Starts when an order is created.

Order Updated

Starts when an order is updated.

Payment Created

Starts when a payment is created.

Payment Updated

Starts when a payment is updated.

Payout Created

Starts when a payout from the default location (associated with the seller) is created.

Refund Created

Starts when a refund is created.

Refund Updated

Starts when a refund is updated.

Company Created

Starts when a company is created.

Company Updated

Starts when a company is modified.

Contact Created

Starts when a contact is created.

Contact Updated

Starts when a contact is modified.

Deal Created

Starts when a deal is created.

Deal Updated

Starts when a deal is modified.

Invoice Created

Starts when an invoice is created.

Invoice Updated

Starts when an invoice is modified.

Line Item Created

Starts when a new product or service is added to a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Line Item Updated

Starts when a product or service on a deal, invoice, quote, or subscription in HubSpot is modified. Note: This is not related to line items in Shopify orders.

Note Created

Starts when a note is created.

Note Updated

Starts when a note is modified.

Product Created

Starts when a product is created.

Product Updated

Starts when a product is modified.

Ticket Created

Starts when a ticket is created.

Ticket Updated

Starts when a ticket is modified.

Accept Dispute

Accept the loss on a dispute.

Accumulate Loyalty Points

Add points earned from a purchase to a loyalty account.

Add Group to Customer

Add a group membership to a customer.

Adjust Loyalty Points

Add points to or subtract points from a buyer's account.

Calculate Loyalty Points

Calculate the number of points a buyer can earn from a purchase.

Calculate Order

Enables applications to preview order pricing without creating an order.

Cancel Booking

Cancel a booking.

Cancel Payment

Cancel a payment.

Cancel Subscription

Cancel a subscription.

Cancel Terminal Checkout

Cancel a terminal checkout.

Complete Payment

Complete a payment.

Create Booking

Create a booking.

Create Break Type

Create a new break type.

Create Card

Add a card on file to an existing merchant.

Create Checkout

Create a checkout.

Create Customer

Create a new customer for the business, which can have associated cards on file.

Create Customer Card

Add a card on file to an existing customer.

Create Customer Group

Create a customer group.

Create Dispute Evidence File

Upload a file to use as evidence in a dispute challenge.

Create Dispute Evidence Text

Upload text to use as evidence for a dispute challenge.

Create Gift Card

Create a gift card.

Create Gift Card Activity

Create a gift card activity to manage the balance or state of a gift card.

Create Invoice

Create an invoice.

Create Location

Create a location.

Create Location Transaction

Create a location transaction.

Create Loyalty Account

Create a loyalty account.

Create Loyalty Rewards

Create a loyalty reward.

Create Order Shipment

Create an order shipment.

Create Payment

Create a payment.

Create Refund

Initiates a refund for a previously charged tender.

Create Shift

Create a new shift.

Create Subscription

Create a subscription.

Create Team Member

Create a team member.

Create Terminal Checkout

Create a terminal checkout.

Delete Break Type

Remove a break type.

Delete Catalog Object

Remove a catalog object.

Delete Customer

Remove a customer.

Delete Customer Card

Remove a card on file from a customer.

Delete Customer Group

Remove a customer group.

Delete Dispute

Remove a specified evidence from a dispute.

Delete Group from Customer

Remove a customer from a business.

Delete Invoice

Remove an invoice.

Delete Loyalty Reward

Remove a loyalty reward.

Delete Shift

Remove a shift.

Disable Card

Disable a card, preventing any further updates or changes.

Get List of Additional Recipient Receivables

Obtain a list of additional recipient receivables.

Get List of Additional Recipient Receivables Refunds

Obtain a list of additional recipient receivables refunds.

Get List of Bank Accounts

Obtain a list of bank accounts linked to a Square account.

Get List of Cards

Obtain a list of cards owned by the account.

Get List of Catalog

Obtain a list of catalog objects.

Get List of Customer Groups

Obtain a list of customer groups.

Get List of Customer Segments

Obtain a list of customer segments.

Get List of Customers

Obtain a list of customers.

Get List of Dispute Evidence

Obtain a list of evidence associated with a dispute.

Get List of Disputes

Obtain a list of disputes.

Get List of Employee Wages

Obtain a list of employee wages.

Get List of Employees

Obtain a list of employees.

Get List of Invoices

Obtain a list of invoices.

Get List of Locations

Obtain a list of all of a seller's locations.

Get List of Loyalty Programs

Obtain a list of loyalty programs.

Get List of Merchants

Obtain a list of merchants.

Get List of Payment Refunds

Obtain a list of payment refunds.

Get List of Payments

Obtain a list of payments.

Get List of Refunds

Obtain a list of refunds.

Get List of Sites

Obtain a list of Square Online sites that belong to a seller.

Get List of Subscription Events

Obtain a list of subscription events.

Get List of Team Member Booking Profiles

Obtain a list of booking profiles for team members.

Get List of Team Member Wages

Obtain a list of team member wages.

Get List of Transactions

Obtain a list of transactions for a particular location.

Get List of Workweek Configs

Obtain a list of workweek configs instances for a business.

Link Customer to Gift Card

Link a customer to a gift card, which is also referred to as adding a card on file.

List Break Type

Get list of all break types

Pay Order

Pay for an order using one or more approved payments or settle an order with a total of 0.

Publish Invoice

Publish the specified draft invoice.

Redeem Loyalty Rewards

Redeem a loyalty reward.

Refund Payment

Refund a payment.

Register Domain

Activates a domain for us with Apple Pay on the Web and Square.

Retrieve Bank Account

Grab all details about a bank account.

Retrieve Bank Account by V1 ID

Grab all details about a bank account by V1 bank account id.

Retrieve Booking

Grab all details about a booking.

Retrieve Break Type

Grab all details about a break type.

Retrieve Card

Grab all details about a card.

Retrieve Catalog Object

Grab all details about a catalog object.

Retrieve Customer

Grab all details about a customer.

Retrieve Customer Group

Grab all details about a customer group.

Retrieve Customer Segments

Grab all details about a customer segment.

Retrieve Dispute

Grab all details about a dispute.

Retrieve Dispute Evidence

Grab all details about a dispute evidence.

Retrieve Employee

Grab all details about an employee.

Retrieve Employee Wage

Grab all details about an employee's wage.

Retrieve Gift Card

Grab all details about a gift card.

Retrieve Inventory Adjustment

Grab all details about an inventory adjustment.

Retrieve Inventory Changes

Grab all details about an inventory change.

Retrieve Inventory Count

Grab the inventory count for a given catalog.

Retrieve Inventory Physical Count

Grab the inventory physical count.

Retrieve Invoice

Grab all details about an invoice

Retrieve Location

Grab all details about a location's details.

Retrieve Loyalty Account

Grab all details about a loyalty account.

Retrieve Loyalty Reward

Grab all details about a loyalty reward.

Retrieve Merchant

Grab all details about a merchant.

Retrieve Order

Grab all details about an order.

Retrieve Payment

Grab all details about a payment.

Retrieve Payment Refund

Grab all details about a payment refund.

Retrieve Shift

Grab all details about a shift.

Retrieve Subscription

Grab all details about a subscription.

Retrieve Team Member

Grab all details about a team member.

Retrieve Terminal Checkout

Grab all details about a terminal checkout.

Retrieve Transaction

Grab all details about a transaction.

Retrieve Wage Setting

Grab all details about a wage setting.

Search Availability

Search availabilities for booking.

Search Catalog

Search for a catalog.

Search Customer

Search for a customer.

Search for Catalog Item

Search for a catalog item.

Search Invoice

Search for an invoice.

Search Loyalty Account

Search for a loyalty account.

Search Loyalty Event

Search for a loyalty event.

Search Loyalty Rewards

Search for a loyalty reward.

Search Shifts

Search for a shift.

Search Subscription

Search for a subscription.

Search Team Members

Search for a team member.

Search Terminal Checkout

Search for a terminal checkout.

Searchorders /V2/Orders/Search

SearchOrders

Submit Evidence

Submit evidence to the cardholder's bank.

Update Booking

Modify a booking's details.

Update Break Type

Modify a break type's details.

Update Customer

Modify a customer's details.

Update Customer Group

Modify a customer group.

Update Inventory

Modify inventory for an item.

Update Invoice

Modify an invoice's details.

Update Item Modifier Lists

Modify a catalog modifier list object that apply to the targeted catalog item.

Update Item Taxes

Modify a catalog tax object that apply to the targeted catalog item.

Update Location

Modify a location's details.

Update Order Fulfillment

Modify an order fulfillment's details.

Update Shift

Modify a shift's details.

Update Subscription

Modify a subscription's details.

Update Team Member

Modify a team member's details.

Update Wage Setting

Modify a wage setting's details.

Update Workweek Config

Modify a workweek's config details.

Void Transaction

Cancel a transaction.

Create Company

Create a company.

Create Company Association

Link a company to an existing contact or deal.

Create Contact

Create a contact.

Create Contact Association

Link a contact to an existing company or deal.

Create Deal

Create a deal.

Create Deal Association

Link a deal to an existing company or contact.

Create Invoice

Create an invoice.

Create Invoice Association

Link an invoice to an existing company or contact.

Create Line Item

Create a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Create Line Item Association

Link a line item to an existing company, contact, or deal. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Create Note

Create a note.

Create Note Association

Link a note to an existing company or contact.

Create Product

Create a product.

Create Ticket

Create a ticket.

Create Ticket Association

Link a ticket to an existing company or contact.

Delete Company

Remove an existing company.

Delete Company Association

Unlink a company from an existing contact or deal.

Delete Contact

Remove an existing contact.

Delete Contact Association

Unlink a contact from an existing company or deal.

Delete Deal

Remove an existing deal.

Delete Deal Association

Unlink a deal from an existing company or contact.

Delete Invoice

Remove an existing invoice.

Delete Invoice Association

Unlink an invoice from an existing company or contact.

Delete Line Item

Remove an existing line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Delete Line Item Association

Unlink a line item from an existing company, contact, or deal. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Delete Note

Remove an existing note.

Delete Note Association

Unlink a note from an existing company or contact.

Delete Product

Remove an existing product.

Delete Ticket

Remove an existing ticket.

Delete Ticket Association

Unlink a ticket from an existing company or contact.

Get List of Companies

Obtain a list of existing companies.

Get List of Company Associations

Obtain a list of existing contacts or deals associated with a company.

Get List of Contact Associations

Obtain a list of existing companies or deals associated with a contact.

Get List of Contacts

Obtain a list of existing contacts.

Get List of Deal Associations

Obtain a list of existing companies or contacts associated with a deal.

Get List of Deals

Obtain a list of existing deals.

Get List of Invoice Associations

Obtain a list of existing companies or contacts associated with an invoice.

Get List of Invoices

Obtain a list of invoices.

Get List of Line Item Associations

Obtain a list of existing companies, contacts, or deals associated with a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Get List of Line Items

Obtain a list of line items. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Get List of Note Associations

Obtain a list of existing companies or contacts associated with a note.

Get List of Notes

Obtain a list of notes.

Get List of Products

Obtain a list of products.

Get List of Ticket Associations

Obtain a list of existing companies or contacts associated with a ticket.

Get List of Tickets

Obtain a list of tickets.

Retrieve Company

Grab all details about a company.

Retrieve Contact

Grab all details about a contact.

Retrieve Deal

Grab all details about an existing deal.

Retrieve Invoice

Grab all details about an invoice.

Retrieve Line Item

Grab all details about a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Retrieve Note

Grab all details about a note.

Retrieve Product

Grab all details about a product.

Retrieve Ticket

Grab all details about a ticket.

Search for Company

Search for an existing company.

Search for Contact

Search for an existing contact.

Search for Deal

Search for an existing deal.

Search for Invoice

Search for an invoice.

Search for Line Item

Search for a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Search for Note

Search for a note.

Search for Product

Search for an existing product.

Search for Ticket

Search for an existing ticket.

Update Company

Modify an existing company.

Update Contact

Modify an existing contact.

Update Deal

Modify an existing deal.

Update Invoice

Modify an existing invoice.

Update Line Item

Modify an existing line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Update Note

Modify an existing note.

Update Product

Modify an existing product.

Update Ticket

Modify an existing ticket.

View all

Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

Integrate HubSpot with Square today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

Try MESA today →

MESA AI assistant

+×

Describe your task...

You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.