I'm exploring using Square for my appointments app (already use for payments). I have the integration setup, but I can't seem to see how to get appointment data over. I want to be able to run reports and email campaings to customers that did business with us a year ago. Any ideas?
It's great to hear that you're considering using Square for your appointments and payments. To effectively utilize the data for utilizing the data for reporting and email campaigns, you'll need to ensure that the appointment data is being properly captured and integrated with your customer database.
Here's how you can do it:
* Ensure that your appointments are being properly recorded and associated with customer profiles in Square.
* When customers book appointments, make sure you are capturing relevent contact information such as names, email address, phone numbers and appointment dates in Square.
* Once your appointment data is integrated with your CRM or email marketing software, you can use the data to create segments based on appointment dates, types, or other relevant criteria.
* With your appointment data integrated into your CRM, you can generate reports that provide insights into customer behavior and appointment history. This can help you make informed decisions about your business strategies.
Let me know if you have any follow-up questions. I'd be happy to help.
If my post was helpful in addressing your query, Support the community by indicating it as the solution. Best regards, Jigar Thakker jigar@insidea.com
Although the native integration doesn't support it, it is possible through use of the API to sync Square bookings/appointments to HubSpot and setup campaigns and automations for it.
Yes and no doesn't solve it entirely, how do you manage conversion tracking. You can setup an API server to get the booking information and sync it day by day in this method,
@RubixVi If you check the Webhooks section in the link you shared, you’ll see that Square has supported them for quite some time.
We can help close the gap by leveraging real-time triggers through Square webhooks, completely eliminating the need for day-by-day syncs. There is no need for a dedicated API server either as we can leverage the power of cloud computing serverless architectures.
This 2023 post has resurfaced in 2025 because many users are still struggling to bring appointment data into HubSpot using the native Square–HubSpot integration.
Although the native integration doesn't support it, it is possible through use of the API to sync Square bookings/appointments to HubSpot and setup campaigns and automations for it.
Yes and no doesn't solve it entirely, how do you manage conversion tracking. You can setup an API server to get the booking information and sync it day by day in this method,
@RubixVi If you check the Webhooks section in the link you shared, you’ll see that Square has supported them for quite some time.
We can help close the gap by leveraging real-time triggers through Square webhooks, completely eliminating the need for day-by-day syncs. There is no need for a dedicated API server either as we can leverage the power of cloud computing serverless architectures.
This 2023 post has resurfaced in 2025 because many users are still struggling to bring appointment data into HubSpot using the native Square–HubSpot integration.
As noted, people are looking to attribute a conversion tracking from ads to appointments to Hubspot without the need to build an entire booking application, so no it doesn't resolve what people are looking for. Because essentially, what you're telling people to do is to cross-script an iframe.
@RubixViThis post is specifically about syncing appointment data from Square, and our response directly addresses that topic.
Referring to 'cross-scripting an iframe' or building an 'entire booking application' is not what we're suggesting that approach oversimplifies the problem and reflects a misunderstanding of how integrations work. We’ve proposed a custom integration to sync appointment data with HubSpot.
There is no integration available that does what you need, this is something I'm looking into as well, that probably was the wrong advice given by the partner.
There are a few things in square appointments that aren't synced at current: Appointments - Paid in Full - Paid in Part - First visit date - Last visit date. - Square marketing confirmation.
It's great to hear that you're considering using Square for your appointments and payments. To effectively utilize the data for utilizing the data for reporting and email campaigns, you'll need to ensure that the appointment data is being properly captured and integrated with your customer database.
Here's how you can do it:
* Ensure that your appointments are being properly recorded and associated with customer profiles in Square.
* When customers book appointments, make sure you are capturing relevent contact information such as names, email address, phone numbers and appointment dates in Square.
* Once your appointment data is integrated with your CRM or email marketing software, you can use the data to create segments based on appointment dates, types, or other relevant criteria.
* With your appointment data integrated into your CRM, you can generate reports that provide insights into customer behavior and appointment history. This can help you make informed decisions about your business strategies.
Let me know if you have any follow-up questions. I'd be happy to help.
If my post was helpful in addressing your query, Support the community by indicating it as the solution. Best regards, Jigar Thakker jigar@insidea.com
