Go to WooCommerce - Settings - HubSpot tab then add new account. Go to WooCommerce - HubSpot Feeds tab then create new feed. Map required HubSpot fields to WooCommerce Order fields. Send your test entry to HubSpot. HubSpot and WooCommerce Integration Sync WooCommerce customer data, automate your entire order processing. Gather leads, trigger automated emails and put your email marketing on autopilot in HubSpot. Do much more by connecting HubSpot and WooCommerce. Basically, WooCommerce is an open-source e-commerce plugin for WordPress. It is designed for small to large-sized online merchants. Whereas, HubSpot is an inbound marketing and sales platform that helps companies to attract visitors, convert leads, and close customers.
HubSpot WooCommerce integration is a combination of 2 tools – HubSpot & WooCommerce that helps businesses to understand their customers better and make better business decisions.
To understand the need for this integration, imagine an organization that uses a WooCommerce based site for selling its products and Hubspot for marketing its products. Such a business will need customer data to be synced in both applications to prevent duplication. It would also help them if products created in Hubspot are automatically reflected in WooCommerce, or if a customer who purchased through the website is automatically added as a customer in Hubspot as well. Such seamless data synchronization between the two applications makes the integration helpful for many organizations.
In this article, we will discuss the setting up of HubSpot WooCommerce integration.
Pre-requisites
- WordPress account
- WooCommerce Site
- HubSpot free/paid account
Table of Contents
Introduction to WooCommerce & HubSpot
WooCommerce is an open-source plugin for WordPress that can be used to easily set up an eCommerce store. Beyond the ability to list your products and services, WooCommerce supports all the typical features needed by an e-commerce store owner such as online payments, subscription-based payments, dynamic pricing, etc. It also provides useful reports like Sales reports, Revenue reports, etc.
In the rare case that a feature you need is not available in WooCommerce, it will almost always be available through a plugin or extension in the WooCommerce marketplace. Being a WordPress plugin, WooCommerce also inherits the excellent SEO capabilities of WordPress. This helps businesses to fare well in the search results without putting much additional effort. To learn more about WooCommerce’s features, please have a look at their Official Documentation.
HubSpot is a cloud-based suite of applications that enables businesses to manage all the activities related to customers. It provides three applications hubs, namely Marketing hub, Sales hub, and Service hub. For further details on the products & services that HubSpot offers, please have a look at the Official Documentation.
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- Schema Management: Hevo can automatically detect the schema of the incoming data and maps it to the destination schema
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Steps to set up HubSpot WooCommerce integration
The simplest way to integrate WooCommerce and Hubspot is using a WooCommerce plugin that is available free of cost from the WooCommerce website. Follow the below instructions to set up this integration.
- The first step is to ensure that your WordPress site is connected to a WooCommerce account. For this head to wp-admin and click on WooCommerce extensions.
- Click on ‘Connect’, enter your WooCommerce credentials and click Approve.
- Now head to the WooCommerce marketplace and download the free Hubspot for the WooCommerce extension. You can find it here.
- Install the plugin using wp-admin. For this, go to wp-admin dashboard and click on the plugin section.
- Click on ‘Upload’ and select the zip file that was downloaded from the WooCommerce account.
- Once the installation is complete, again head to the WooCommmerce section and You will see a HubSpot subsection. Head to the Hubspot section to enter your Hubspot credentials and authorize the connection.
That completes the integration. Once the integration is complete, you will find that any new orders and customers that are created in your WooCommerce store will get synced to your Hubspot account as well. The plugin also allows historical data sync. This can be accessed using the Hubspot section.
Limitations of HubSpot WooCommerce integration
HubSpot WooCommerce integration is not without its caveats though. You can find a few of the typical problems below.
- The plugin only supports single directional data transfer. In other words, there is no way to sync your Hubspot data to WooCommerce.
- There is no scope for transformation during this transfer. In some cases, organizations may need to do simple changes according to business before creating the same objects in Hubspot.
- In case you have a lot of contacts in WooCommerce the plugin will slow down leading to a rough user experience.
Conclusion
These are what you’ve learnt in this article:
- About WooCommerce & HubSpot
- Steps to set up HubSpot WooCommerce integration
- Limitations of HubSpot WooCommerce integration
There are few limitations of HubSpot WooCommerce integration with respect to data transformation & data syncing during data transfer. An alternate option that can solve all the above problems is to use a cloud-based ETL tool like Hevo.
Hevo Data, a No-code Data Pipeline provides you with a consistent and reliable solution to managing data transfer between a variety of sources and destinations with a few clicks. Hevo can be used to extract and integrate data from both platforms (HubSpot & WooCommerce) in a warehouse or database.
Hevo with its strong integration with 100+ sources & BI tools allows you to not only export data from sources & load data in the destinations, but also transforms & enriches your data, & make it analysis-ready so that you can focus only on your key business needs and perform insightful analysis using BI tools.
Give Hevo a try by signing up for a 14-day free trial today.
Share your experience of HubSpot WooCommerce integration below.
Description
Easily create Contact, Company, Task, Deal in HubSpot when an order is placed via WooCommerce. Learn more at crmperks.com
HubSpot WooCommerce Integration Setup
- Go to WooCommerce -> Settings -> HubSpot tab then add new account.
- Go to WooCommerce -> HubSpot Feeds tab then create new feed.
- Map required HubSpot fields to WooCommerce Order fields.
- Send your test entry to HubSpot.
- Go to WooCommerce -> HubSpot Logs and verify, if entry was sent to HubSpot.
Connect HubSpot Account
Connect HubSpot Account to WooCommerce by simply oauth 2.0 authentication or API Key. Also you can connect multiple HubSpot accounts.
Fields Mapping
Simply Select HubSpot Object(Contact, Company, Task, Deal) then map WooCommerce Order fields to HubSpot Object(Contact, Company, Task, Deal) fields.
Export Event
Choose event, when WooCommerce Order data should be sent to HubSpot. For example , send WooCommerce Order to HubSpot on Order Completion.
CRM Logs
Plugin saves detailed log of each WooCommerce Order whether sent or not sent to HubSpot and easily resend an Order to HubSpot.
Error Reporting
If there is an error while sending data to HubSpot, an email containing the error details will be sent to the specified email address.
Primary Key
Instead of creating new Object(Contact, Company) in hubspot CRM, you can update old object(Contact, Company) by setting Primary Key field.
Filter orders
By default all Woocommerce orders are sent to HubSpot, but you can apply filters & setup rules to limit the orders sent to HubSpot. For example sending Orders from specific city to HubSpot.
Assign Objects
You can assign task and deal to any contact, similarly add any contact to a company.
Send Data As Notes
Send one to many WooCommerce Order fields data as Contact/Company Note in hubspot CRM.
Premium Version.
Hubspot Woocommerce Integration
Following features are available in Premium version only.HubSpot WooCommerce Plugin Pro
- Add WooCommerce Order Items as Products to Hubspot Deals.
- HubSpot Custom fields.
- Add HubSpot Contact to Deal, Ticket, Task, Company.
- Send WooCommerce Orders in bulk to Hubspot.
- HubSpot Phone Number fields.
- Add a Contact to lists and workflows in Hubspot CRM.
- Assign owner to any object(Contact, Deal, Ticket, Company etc) in Hubspot CRM.
- Update deals and tickets in HubSpot.
- Set Ticket Status , Deals stage and Status in Hubspot CRM.
- Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
- Lookup lead’s email and phone number using popular email and phone lookup services.
Premium Addons
We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons
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FAQ
Where can I get support?
Our team provides free support at https://www.crmperks.com/contact-us/.
Hubspot Extension
HubSpot and WooCommerce integration
HubSpot integration with WooCommerce is very easy with this HubSpot WooCommerce integration Plugin.
- Connect HubSpot account to woocommerce.
- Create Feed and Select HubSpot Object(Contact, Company, Task, Deal) then map WooCommerce Orders fields to HubSpot object fields.
- All Orders will be automatically sent to HubSpot.
Hubspot Woocommerce Integration
WooCommerce and HubSpot
WooCommerce is a free ecommerce store for wordpress and HubSpot is a popuplar crm, you can integrate your Woocommerce and HubSpot with this free HubSpot WooCommerce Plugin.
Woocommerce Integration
Hubspot CRM WooCommerce
Hubspot Woocommerce Integration
- Go to Woocommerce Settings then select “HubSpot” Tab.
- Click “Add new account” and connect your hubspot account.
- Go to HubSpot feeds, create new feed , select hubspot account and Object then map HubSpot fields to Woocommerce fields.
- Save feed then open any Woocommerce Order and click “Send to HubSpot” button.
- Go to hubspot Logs and verify if order was sent to hubspot.