1.Overview

HubSpot Deal Per Order allows you to convert the individual potential sale of your store to HubSpot Deal with lots of details regarding the deal. It is the easiest way to track your store’s overall sales and revenue generated throughout the month or a specified time period. The best thing regarding the deals that HubSpot allows is to track them individually with the attached contacts and associated revenue.
 
Main Features:
 

  • HubSpot Deal Per Order setup and creates a new E-commerce Pipeline and WooCommerce Sales Pipeline and custom Deal groups and properties.
  • The Pipelines use different deal stages for the orders with the winning probability assigned to all.
  • Converts each and every order of your e-commerce store to HubSpot Deal with appropriate deal-stage, amount and closing date.
  • Auto-updates the deals on HubSpot whenever any order status is changed or updated.
  • Allows exporting old orders of your store to HubSpot as deals just in a single click.
  • It assigns the well-defined stage to the deals according to their current status on the store as an order.
  • Extra Details regarding the products involved in the deal can be easily tracked with the HubSpot Deal Per Order.

2.Installation

NOTE: For using HubSpot Deal Per Order, firstly you need to install and activate parent plugin HubSpot WooCommerce Integration Pro.

Methods of installation:

  • Automatic Installation:
    Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

    • Steps are as follows:
      1) Download the zip folder of the plugin HubSpot Deal Per Order.
      2) Once downloaded install plugin through browsing and activate it.
  • Manual Installation:
    Manual installation of the plugin is another option to install the plugin to your WordPress-environment. The manual installation method involves downloading our HubSpot Deal Per Order Extension and uploading it to your webserver via your favorite FTP application.

    • Steps are as follows:
      1) Upload the HubSpot Deal Per Order plugin folder to the /wp-content/plugins/ directory.
      2) Activate the Add-on through the Plugins menu in WordPress.

3.HubSpot Pipelines

HubSpot Deal Per Order allows you to create eCommerce Pipeline and the WooCommerce Sales Pipeline are the two pipelines that convert the individual potential sale of your store to HubSpot Deal with lots of details regarding the deal.

Each HubSpot deal will contain lots of information regarding the order on your store. The details will generally include the pipeline, deal-stage, amount, products purchased, products categories, product SKUs, deals savings, deal creation month, deal line items count, etc.

hubspot-deals-per-order-create-pipeline

4.E-commerce Pipeline

HubSpot Ecommerce Pipeline is a newly HubSpot CRM pipeline. It processes all your store orders as Deals on HubSpot and links the products and contacts of orders to deals. Click on the “Ecommerce Pipeline” to create Ecommerce pipeline on HubSpot.

hubspot-deals-per-order-create-pipeline

4.1.Map Deal Stages

Using deal stages, you can categorize and track the progress of the deals that you’re working on in HubSpot. Each deal stage has a probability associated that indicates the likelihood of closing deals marked with that deal stage.

hubspot-deal-per-order-map-e-commerce-deals

4.2.Deal Settings

Enabling the add-on and saving the settings will show up the options to set up the new eCommerce pipeline for HubSpot Deals. Start Importing property mappings and setting to HubSpot.

hubspot-deals-per-order-start-import

Export products to HubSpot product library to get the deals and line items details on each new order.

hubspot-deals-per-order-start-uploading

Now the last step is to set up the products to HubSpot Deals. This will be required to store additional details regarding the deals on HubSpot such as product names, categories, SKUs and much more.

hubspot-deals-per-order-uploaded

The new pipeline for HubSpot Deals will be as displayed below. It will contain different deal stages which will be assigned to deals on new order creation.

hubspot-deals-per-order-all-deals

After the activation and full setup of Ecommerce pipeline, whenever a new order will be placed on your store it will be converted to Deal on HubSpot. The deals can be easily managed through “Board View” of Deals in HubSpot.

hubspot-deals-per-order-deals

Each HubSpot deal will contain lots of information regarding the order on your store. The details will generally include the pipeline, deal-stage, amount, products purchased, products categories, product SKUs, deals savings, deal creation month, deal line items count etc.

4.3.General Settings

Using this Setting, you can easily apply the deals and its stages of custom properties on HubSpot just by clicking on the save button.

4.4.One Click Sync

You can also see the total count for orders according to set you have saved for one-click sync feature. Now just click the “Sync Now” button and you will see the one by one exporting of orders on HubSpot as deals.

hubspot-deal-per-order-one-click-sync-setting

5.WooCommerce Sales Pipeline

HubSpot WooCommerce Sales Pipeline helps you to sync all the WooCommerce orders as deals on HubSpot. Click on the “WooCommerce CRM pipeline” to create WooCommerce Sales Pipeline on HubSpot.

hubspot-deals-per-order-create-pipeline

5.1.Map Deal Stages

Using deal stages, you can categorize and track the progress of the deals that you’re working on in HubSpot. Each deal stage has a probability associated that indicates the likelihood of closing deals marked with that deal stage.

hubspot-deal-per-order

5.2.Deal Settings

Enabling the add-on and saving the settings will show up the options to set up the new pipeline for HubSpot Deals.

hubspot-deal-per-order

Setup a new pipeline with the help of this extension. The new pipeline is “WooCommerce Sales Pipeline”.

hubspot-deal-per-order

Now the last step is to set up the custom group and properties for HubSpot Deals. This will be required to store additional details regarding the deals on HubSpot such as product names, categories, SKUs and much more.

hubspot-deal-per-order

The new pipeline for HubSpot Deals will be as displayed below. It will contain different deal stages which will be assigned to deals on new order creation.

hubspot-deal-per-order-deal-stages-1

After the activation and full setup of add-on, whenever a new order will be placed on your store it will be converted to Deal on HubSpot. The deals can be easily managed through “Board View” of Deals in HubSpot.

hubspot-deal-per-order-board-view-deals-2

 

Each HubSpot deal will contain lots of information regarding the order on your store. The details will generally include the pipeline, deal-stage, amount, products purchased, products categories, product SKUs, deals savings, deal creation month, deal line items count etc.

hubspot-deal-per-order-deal-overview

Here is the full list of the details that we assign to each HubSpot Deal:

  •  Deal name: “#” with the prefix to order number.
  •  Deal Closing Date: same date for orders with processing and completed status but for orders other than these statuses we add 7 days more to the closing date.
  •  Amount: order total amount.
  •  DealStage: any one of the following-

hubspot-deal-per-order

  • Pipeline: WooCommerce Sales Pipeline.
  • Deal Products Purchased: details of all the products purchased for the order.
  • Deal Products SKUs: details of product SKUs.
  • Deal Product Categories: details of categories for products purchased.
  • Deal Creation Month: the current month when the deal is created.
  • Deal Subtotal Amount: subtotal of order.
  • Deal Savings Amount: discounted amount such as by applying coupon.
  • Deal Tax included: indicates whether the tax was included in the current deal or not. It will be “Yes” or “No”.
  • Deal Tax Amount: tax amount of the order.
  • Deal Line Items Count: order items count for purchased products.

5.3.General Settings

Using of General Setting, you can easily update the deals custom properties on HubSpot just by clicking on the update button.

hubspot-deal-per-order-general-setting

5.4.One Click Sync

Enable this feature to export all your previous/old orders to HubSpot as the deal. Set the date and select the preferred order status. All orders since the selected date and selected status will be fetched for the exporting process.

hubspot-deal-per-order-enable-one-click-sync-setting

You can also see the total count for orders according to set you have saved for one-click sync feature. Now just click the “Sync Now” button and you will see the one by one exporting of orders on HubSpot as deals.

6.FAQs

Before using this addon, please make sure that you are ready for the setup of our HubSpot WooCommerce Integration plugin either PRO version.

Yes, you can export your old orders to HubSpot as deals in a single click

Yes, the add-on will create 2 groups and few properties for HubSpot Deals.

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