Sync payment data, customer transactions, and sales activity between your CRM and point-of-sale automatically. Stop manually exporting Square transactions into spreadsheets or updating HubSpot deals based on payment status. Redbird keeps your sales pipeline and revenue data in sync without the busywork.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically update deal stages in HubSpot when Square payments are processed. Mark deals as closed-won when invoices are paid, track payment status, and keep revenue reporting accurate across both systems without manual updates.
When new customers make purchases through Square, automatically create corresponding contact records in HubSpot with transaction details, purchase history, and location data. Build your CRM database from every point-of-sale interaction.
Trigger Square invoice generation automatically when sales opportunities close in HubSpot. Reduce time between deal closure and payment collection by eliminating the manual handoff between sales and finance teams.
Pull purchase frequency, average transaction size, and total spend from Square into HubSpot contact properties. Segment customers based on actual buying behavior and run targeted campaigns to high-value or at-risk customers.
Notify account owners in HubSpot when their contacts complete transactions at Square point-of-sale locations. Enable timely follow-up, identify upsell opportunities, and maintain relationship continuity across online and offline channels.
Automatically compile reports that reconcile forecasted revenue from HubSpot deals with actual collected payments from Square. Track conversion from pipeline to cash, identify payment delays, and get accurate revenue recognition across your entire sales process.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize HubSpot and Square with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both HubSpot's contact and deal structures and Square's payment and transaction schemas, so you can connect your sales pipeline to actual revenue without custom API work.
Redbird maps HubSpot objects like contacts, companies, and deals to Square customers, invoices, and payment records automatically. The platform understands how to match customer emails across systems, convert payment amounts to deal values, sync transaction timestamps to deal close dates, and handle refunds or partial payments in your pipeline. No manual field mapping or transformation logic required.
faster than exporting Square transactions and manually updating HubSpot records
Redbird can pull from HubSpot and Square simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either HubSpot or Square.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from HubSpot into Square, or from Square back into HubSpot. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any event in HubSpot or Square and take action across both platforms instantly.
Trigger when a deal moves to a new pipeline stage in HubSpot.
Trigger when specific contact fields like customer status or segment change.
Trigger when a new contact is added to HubSpot from any source.
Write or update custom fields on HubSpot contact records with external data.
Add new deals or modify existing opportunities with transaction and payment information.
Log custom activities to contact timelines showing purchase or payment events.
Trigger when a customer successfully completes a payment through Square.
Trigger when a Square invoice is marked as paid or partially paid.
Trigger when a refund is issued for any Square transaction.
Generate and send Square invoices to customers programmatically.
Modify customer records in Square with CRM data or contact preferences.
Create or update products in your Square catalog from external systems.
Sync HubSpot and Square in minutes and eliminate manual data entry between your CRM and payment systems. Start automating your sales-to-revenue workflow today.