1.Overview

MakeWebBetter presents the HubSpot Integration for BigCommerce that enables merchants to send their BigCommerce store data over HubSpot. Using this integration, you can sync data of your Products, Orders, Customers, and more.

Results? You can better visualize your data, manage it, and make the best possible decisions that grow your business seamlessly.

2.Interesting Features

  • Contact Details
    Sync all the customer details from your BigCommerce store to HubSpot. The customer details you can sync are: First Name, Last Name, Company Name, Email, Telephone Number, Street, City, Region, Country, Post Code, Contact Stage, etc.
  • Order
    Get all the orders from your eCommerce store synced with HubSpot. The order details you can sync using this HubSpot BigCommerce Integration are: Deal Stage, Deal Name, Closed Won Reason, Closed Lost Reason, Close Date, Amount, Pipeline, Abandoned Cart URL, Discount Amount, Increment ID, Shipment IDs, Tax Amount, and Contact Ids. Order ID, Customer ID, Date Created, Currency, Amount, Total Tax, and Status.
  • Product
    Sync the product along with its details such as its Product ID, Name, Image, Price, Inventory, SKU, Weight, and price to HubSpot using the BigCommerce HubSpot Integration for your eCommerce store.
  • Line Item Sync
    Sync the Line Items to HubSpot and know about products’ performance like which product is being ordered or is high in demand. The HubSpot BigCommerce Integration lets you sync the Product ID, Deal ID, Discount Amount, Quantity, Price, Name, and SKU.
  • Email
    With this HubSpot BigCommerce Integration, you can create personalized content for emails from the HubSpot panel itself and make your presence more prominent amongst your target client.
  • Marketing Automation
    Forget the hassles of email marketing. Experience the automated email marketing from the HubSpot panel with this HubSpot BigCommerce Connector, and rely on self-operating email marketing.
  • Analytics
    Understand your customers’ behavior and buying habits by analyzing the data you sent over HubSpot using this HubSpot BigCommerce Integration. Get deeper insights about your marketplace analytics and turn them into your forte.
  • Live HubSpot Properties Status
    Sync your sales data to your HubSpot Account using HubSpot properties. Also, you can check the status of the Properties in real-time. The merchants can also view options like Custom Properties, Workflow, and Smart Lists for HubSpot.
  • Error Reporting
    View and filter all your errors and warnings that occurred during data syncing using the HubSpot logs.
  • RFM Settings
    Allot ratings to your customers based on their buying behavior at your store help you segment them and create more targeting campaigns that persuade them easily.
  • Abandoned Cart Recovery
    This BigCommerce HubSpot Integration lets you sync abandoned cart data over HubSpot, which makes it easy to send emails to the customers from your HubSpot CRM that helps you recover those abandoned carts.
  • Welcome Email
    On your customers’ first purchase, send a welcome email to customers that greets them and tells them you care for them.
  • Customer Re-engagement
    With this HubSpot Integration with BigCommerce, you can re-engage with your customers and draw their attention to your brand once again. This BigCommerce HubSpot Integration allows you to send emails to engage sleeping customers who haven’t purchased anything from your brand recently.

3.Installation and Setup

Let’s see how you can install this BigCommerce HubSpot Integration and configure it:

3.1.Installation

To install this HubSpot BigCommerce Connector:

  • Go to the HubSpot CRM Connector App.
  • Click on the GET IT NOW button.
  • Click on the Login button. If you’re already logged in, you’ll get redirected to the dashboard of the app. As shown below.
  • Now click on the Apps (available on the left side of the screen as shown in the above image) to browse through the apps, and click on HubSpot BigCommerce Connector.

3.2.Setup

  • The first step of the setup process is entering your user details, as shown in the image, followed by accepting the terms and conditions offered.
  • The next step involves connecting your HubSpot account to the BigCommerce HubSpot Integration.
  • When you click on Connect HubSpot Account, a new tab opens as you can see below. The data syncing can take up to 3-5 minutes in the case of large data files.
  • Next, you need to select whether you want to enable the option from the dropdown menu to sync old BigCommerce Data to your HubSpot Account. Once selected, click on Complete and Submit. 

    Note: When you click on the Link Your Account button, the installation process starts which connects the HubSpot with the BigCommerce Store and transfers properties such as Customers (Contact), Products, Orders, and Line Items.

4.Dashboard

Once you’ve set up and configured this HubSpot BigCommerce Connector app, you’ll see the dashboard displaying information like:

Product Information

It gives you the cumulative total of the number of products that your store has.

Customer Information

This section gives information related to new customers and the overall stats of the customer base for your store.

Order Information

A complete detailed data of your orders can be found in the Order Information section.

Recent Data Updates

The section displays all your recent updates from the BigCommerce store in sequential order.

Activity Updates

The activity Updates section lets you know the status of any action that was performed through the app.

Recommended Apps

All the apps that a seller could find of use are listed here.

News

The latest news and updates get displayed under the News section.

– Blogs

Blogs that can benefit every BigCommerce Store owner are regularly updated in the Blogs section.

5.HubSpot

When you move ahead with the application, you’ll find the HubSpot tab right next to the Dashboard. This section provides all the information related to your customers and the BigCommerce store.

Here you can access the following information by selecting one from the dropdown menu:

  • Customer
  • Order
  • Product
  • Import/Upload

5.1.HubSpot Customers

The Customers section lets you view existing customers’ details and sync customer data to HubSpot. You can access it by clicking on the HubSpot tab at top of the page and then selecting Customers from the dropdown menu.

You can see the following details related to your customers from the page:

  • First Name
  • Last Name
  • Company
  • Email
  • Phone

And you can perform a synchronization action after selecting one or multiple customers by clicking on the checkbox to its respective customer and clicking on the Sync Selected Customers.

You can also perform a custom search for the customers by clicking on the filter icon and filling in either of the above details for the specific customer and performing the search.

The page looks as shown in the image below:

5.2.HubSpot Orders

This setting shows you the Order details. You can access this section by clicking on the Order button that’s right below the Customer button.

The page displays the following information related to your order:

  • Order ID
  • Customer ID
  • Date Created
  • Currency
  • Amount
  • Total Tax
  • Status

You can synchronize all the BigCommerce store orders to HubSpot through this section. It gives you an option to select the relevant orders one at a time or in bulk by selecting the checkbox respective to each order to perform the action.

You can also perform a custom search for the order by clicking on the filter icon and filling in either of the above-mentioned details for the specific order and performing the search.

 

Once selected, you can click on the Sync Selected Orders button to successfully synchronize your order details with HubSpot.

The Orders page looks as shown below.

5.3.HubSpot Products

In this section, you can see the products you’ve synced to HubSpot using this plugin. You can access this section by clicking on Product under the HubSpot tab.

The section provides information about the products that are listed on the product page of your BigCommerce Store, along with detailed information like:

  • Product Image
  • Product ID
  • Product Title
  • Inventory
  • SKU
  • Weight
  • Price

The section gives you the option to synchronize all your BigCommerce products to HubSpot. Here, you can either select one product at a time or in bulk by selecting the checkbox respective to each listed product.

One can also perform a custom search for the products by clicking on the filter icon and filling in either of the above-mentioned data for the specific product you want to search and executing the search.

Once you’ve selected your products, you can click on the Sync Selected Orders button to successfully synchronize your order details with HubSpot.

The entire Products page looks as shown in the image below:

5.4.HubSpot Import/Upload

The Import/Upload section of the HubSpot BigCommerce connector can be accessed by selecting the HubSpot from the top menu followed by Import/Upload from the dropdown menu.

The Import and Upload actions are used to fetch data from the BigCommerce store and upload it to your HubSpot Account respectively.

The action synchronizes:

  • Product details
  • Customer Details
  • Order Details
  • Line Items Details

The Import Data gives you the option to import your data on HubSpot from your BigCommerce store.

 

6.HubSpot Properties

HubSpot Properties can be accessed by clicking on the Hub Properties from the menu as shown below:

This section displays the HubSpot Properties that are being used to sync your BigCommerce Store data through this HubSpot BigCommerce Integration.

You can view the following details from this section by switching between each of them by clicking on the respective tabs:

  • Custom Group
  • Custom Property
  • Smart List
  • Workflow

Let’s understand the availability of these options in detail,

  • Custom Groups
    These groups can be best understood as the set of information or set of activities performed by merchants that are used to create automated targeted campaigns.
    One can see the Group Names and their respective HubSpot Group Name in this section. It also shows the current status of each group available.
  •  Custom Property
    It consists of sets of information that correspond to different aspects of an order being placed. It ranges from customer details such as Name, Billing Address, Newsletter subscription availed to the details of products and more. It becomes a unit or entity when coupled together and creates custom groups.
    One can see the Property Name and its respective HubSpot Property Name in this section. It also shows the current status of each Property.
  • Smart Lists
    It contains the details of different buyer personas – segmenting your best and loyal customers, sleeping customers, newsletter subscribers, different number of times purchases are being made, and other similar details.One can see the Smart Group Name and its respective HubSpot Group Name in this section. It also shows the current status of each Smart Group.
  • Workflows
    Workflows are the planned actions triggered when a specific activity happens at the eCommerce stores like auto triggering of a Thank You email to customers who just made the purchase. Another example could be coupons being sent to customers who just came into the highest spenders club.You can see the respective HubSpot Names for each Workflow Name and its current status in real-time from this section.

7.Logs

The HubSpot Log Details contains the details of all the actions (logs) performed during the functioning of the HubSpot BigCommerce Connector. You can access this section by clicking on the Log Details from the menu on top of your screen.

These logs can be used to get details of the HubSpot errors and warnings that occurred during the data syncing process by filtering the following and clicking on the Apply button.

  • Include Resolved Error
  • Error Type
  • Object Type

You can also set a limit to the number of results that get displayed on your screen once the action is performed by entering a feasible amount under the Limit option.

The Log Details available for the users to view include:

  • Object Type
  • External Object ID
  • Change At
  • Error At
  • Type
  • Status
  • Details

8.Configuration

The configuration settings provide you with an option to manage settings such that you can synchronize your BigCommerce data with your HubSpot account.

The Configuration section of your BigCommerce HubSpot Integration has three subsections that can be used to access:

* HubSpot Configuration

* HubSpot Store

* HubSpot Connect

 

HubSpot Configuration

The section gives you the option to set up your RFM settings, Time to consider before you treat an abandoned cart as inactive, and whether or not to import old data.

The RFM settings can be set up on the basis of the rating system, wherein you can set 5 tiers for your RFM settings.

 

HubSpot Store

The given section lets you select and connect HubSpot with multiple Store Accounts that you own. The one that gets selected becomes your default store and the data for that store gets synced with the App and your HubSpot Account.

 

You can add a new store by clicking on the Add New Store button.

HubSpot Connect

This section gives you the status of connection for your HubSpot Account with the BigCommerce HubSpot Integration. The section also gives you the option to apply for a new HubSpot account from the app itself.

9.Plan

The Plans Section is on the top right corner of the Menu.

9.1.HubSpot Integration

It has details related to various plans available for the App with respective features they grant access to.

9.2.HubSpot Onboarding

The section gives new and old users. An option to connect to the service providers, i.e., MakeWebBetter. The Certified HubSpot Experts will make sure you can achieve your required business goals without making a dent in your pocket.

10.Additional Options

You can access additional options to view various different information related to your ongoing Activities on the BigCommerce HubSpot Connector.

To access it, you’ll have to click on the icon, it gives you the option to view:

You get the following options:

  • Activities
  • FAQs

10.1.Activities

Current Running Processes

Here you get to see all your active ongoing activities that are being performed on the App with the current status in real-time.

Recent Activities

The Recent Activities section lets you view the activities upon completion on the app.

10.2.FAQs

The FAQs section provides you with the answers to the most basic and common queries that usually arise while using the app.

The section also contains the contact details of the agency. You can contact our team via email, WhatsApp, or Skype.

 

11.Frequently Asked Questions

Yes. You can sync data from multiple BigCommerce stores to the HubSpot account.

No. The existing store data will not sync automatically. However, you can do it manually by navigating to Hubspot > Import/Upload > import data > Upload data.

Yes. You can see the detailed error logs by clicking on the “Log Details” button.

This plugin syncs data of the Customers, Products, Orders, Line Items, Abandoned carts over HubSpot.

Yes. You can use this integration with a free HubSpot CRM account.

No. Since the workflows are a part of HubSpot’s Professional and Enterprise plan, you cannot create them using the free or starter plan.

RFM stands for (Recency, Frequency, and Monetary). It lets you segment your customers based on how recently a customer purchased, the frequency of the purchase, and the amount a consumer is spending. When you segment users on their buying behavior, you can run contextual marketing that better persuades and convert users.

Yes. You can disable the synchronization for all data at once without uninstalling the app.

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