1.Setup and Configuration Guide

Connect your WooCommerce store to HubSpot to sync, automate, and analyze your data in HubSpot and utilize the highly processed data to convert your leads into paying customers.

1.1.Getting Started

1.1.1. Download

There are two ways to download the extension, either you visit HubSpot App Marketplace or visit our official website MakeWebBetter.

Note: Don’t have an account? Click To Create Free HubSpot Account

1.1.1 Click On Marketplace Icon in your HubSpot account.

 

connection

 

1.1.2 Navigate To App Marketplace.

1.1.3 In the App Marketplace, use the search bar and type WooCommerce, and select WooCommerce Integration by MakeWebBetter.

 

hubspot-marketplace

 

1.1.4 You can also download the free plugin –

1.1.2.Connect HubSpot Account to your WooCommerce

Once you have successfully installed the HubSpot WooCommerce Integration plugin on your WooCommerce store. The next step is to get started with the integration, follow the steps below.

Go to WooCommerce > Navigate To HubSpot from the drop-down list. 

 

hubspot-for-woocommerce

 

1.2.1 For New HubSpot Users – Click on “Create a Free Account” to create a new HubSpot Account. 

 

Create Free HubSpot Account

 

1.2.2 For Existing HubSpot Users – If you are already using HubSpot then click on Connect Your Account

 

connection

We are available with HubSpot WooCommerce Onboarding Plans, Check Here.

 

1.1.3.Setup Groups and Properties

To view your WooCommerce data in HubSpot, you need to set up groups and properties in your HubSpot account. 

1.3.1 Once, the connection is set up, Navigate to > Groups and Properties.

1.3.2 Click on Create Properties and Groups. You will see the following information like Order information, Abandoned Cart Details, Previous Purchases, etc about your contacts and customers, automatically created and synced to HubSpot. 

 

groups-properties

 

1.4.2 To view this Groups and Properties on your HubSpot account, navigate to Settings > Properties. Select the desired list to view and edit.

 

properties

 

hubspot-woo-groups

1.1.4.Setup Smart Lists to segment your Contacts

Once the HubSpot WooCommerce Integration is successfully enabled, Set up lists to segment your contacts and customers based on their previous actions and behaviors.

1.4.1 Go to List Tab, Click On Create List. (Once the smart list is created, you will see that the information gets automatically updated and reflected in HubSpot.)

 

create-list-in-hubspot

 

1.4.2 To view this list on your HubSpot account, navigate to Contacts > Lists. Select the desired list to view and edit. 

 

Hubspot-lists

 

1.1.5.Sync your Historical WooCommerce data to HubSpot

Once you sync your data, you’ll be able to see all your WooCommerce data in HubSpot, so you can start engaging with your contacts and customers right away.

1.5.1 To sync all your past WooCommerce data with HubSpot, Go To Sync Tab. and click Sync Now.

 

hubspot-syn

 

This is how all your historical data syncs to HubSpot. 

 

contacts-sync

 

1.1.6.Go to centralized dashboard

plugin-dashboard

 

Once, you have synced your WooCommerce store to HubSpot. You get a centralized dashboard, where you get direct navigation to all the plugin functions. It helps you view and make changes in the plugin settings. 

1.6.1 Sync WooCommerce orders with HubSpot eCommerce pipeline

Click on Deal Settings, to create deals in your HubSpot sales pipeline when new WooCommerce orders are created, automatically. 

1.6.2 Set up Abandoned cart capture

Click on Abandoned Cart Settings, to track people who have left your store without completing the purchase and left items in their shopping cart.

1.6.3 Automate your sales, marketing, and support

Click on Automation Settings, to convert more leads into customers, drive more sales, and scale your support. This requires a HubSpot Professional or Enterprise plan.

1.6.4 Manage basic & advanced settings

Click on View Basic and Advanced Settings, to view basic settings & configure advanced settings; and make sure the HubSpot for WooCommerce integration is set up right for your business needs.

1.6.5 Download HubSpot’s WordPress plugin

Click on Install and Activate, to download HubSpot’s official WordPress plugin. The plugin easily manages your HubSpot account without navigating away from the WordPress backend.

1.6.6 User guide documentation

Click on View User Guides, to understand and utilize the most out of the HubSpot WooCommerce integration, check out the user guide documentation for more details.

Also, you can re-authorize your account connection with HubSpot to avail of missing features, and plugin scope required.

1.1.7.Sync Settings

This feature lets you export your WordPress Users and WooCommerce customers to HubSpot. 

 

sync-settings

 

1.7.1 Select User Role/s, by default, all user roles are selected.
1.7.2 Select the time period, by checking the box.

                1.7.2.1 Select the date range, from and up to when you want to select to sync.

 

1.1.8.Deals Settings

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1.8.1 Click View, to map deal stages with eCommerce pipeline, mapping order statuses with eCommerce pipeline deal stages. (Mapping is already done for the default WooCommerce order statuses)

 

deal-settings-1

1.8.2 Click View, to create deals for new orders. Create Deals in real-time for the new orders that are mapped with all the deal stages (by default).

1.8.2.1 Mark the checkbox check, to enable the syncing of new deals.

1.8.2.2 Select the minimum number of days in which pending/open deals can be closed/won.

1.8.2.3 Select the deal stages considered to be winning. By default, “Shipped”  and “Processed” are winning stages of both extension and HubSpot.

 

deal-settings-2

1.8.3 Click View, to sync Historical Orders as Deals. Select Order status and the time frame and start syncing all of those orders as deals in HubSpot.

1.8.3.1 Mark the checkbox check, to enable the syncing.

1.8.3.2 Select the order status from the dropdown list to be synced as deals.

1.8.3.3 Select the date range from when you want to sync the orders and up to when. 

 

deal-settings-3

This is how your WooCommerce orders will be converted to HubSpot Deals in eCommerce Pipeline

1.8.4 You can view the eCommerce pipeline in HubSpot, by navigating to Sales > Deals. Then select Ecommerce Pipeline. (Know More About HubSpot Ecommerce Bridge)

 

ecommerce-sales-pipeline

1.1.9.Abandoned Carts Settings

1.9.1 Click on the checkbox, to enable abandoned cart tracking.

1.9.2 Click on the checkbox, to enable guest user abandoned cart tracking

1.9.3 Set the timer for abandoned cart, abandoned cart details of the customer to be synced over HubSpot. The minimum time-span is 5 minutes by default.

 

abandoned-cart-settings

 

Visualize your abandoned cart details in HubSpot 

 

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1.1.10.Automation Settings

You get the following ready-to-use workflows for your WooCommerce store. 

 

plugin-workflow

 

1.10.1 WooCommerce: MQL to Customer lifecycle stage Conversion
It is designed to get a qualified lead to make the first purchase.

1.10.2 WooCommerce: Welcome New Customer & Get a 2nd Order
This workflow triggers shortly after a first purchase, and is designed to push the customer towards a 2nd order.

1.10.3 WooCommerce: 2nd Order Thank You & Get the 3rd Order

This workflow triggers shortly after the 2nd Purchase and is designed to thank customers to become repeat buyers.

1.10.4 WooCommerce: 3rd Order Thank You
This workflow triggers for those customers who have placed their order for at least 3 times.

1.10.5 WooCommerce: ROI Calculation

 This workflow triggers to track conversions in your marketing system by knowing Return-On-Investment

You can view and trigger these workflows in HubSpot by going Settings > Integrations > Ecommerce

Automation

 

1.1.11.Basic and Advanced Settings

Basic Settings

Basic-settings

 

1.11.1 Click on Manage, to view pre-built groups and properties (such as contacts).

1.11.2 Click on Manage, to view pre-built HubSpot Lists

Advanced Settings 

 

Advanced-settings

 

1.11.3 Plugin Settings

 

advanced=settings-1

 

Manage all your HubSpot plugin’s additional settings from here.

1.11.4 RFM Settings (Manage ROI Tracking)

RFM (Recency, Frequency, and Monetary) segmentation allows marketers to target specific clusters of customers with communications that are much more relevant for their particular behavior – and thus generate much higher rates of response, plus increased loyalty and customer lifetime value.

 

rfm

 

1.1.12.Error Tracking

It also keeps track of the errors and troubleshoots the bugs of the extension.

 

error tracking

 

2.About MakeWebBetter's Integration With HubSpot

2.1.Overview

HubSpot WooCommerce Integration is a HubSpot connector for WooCommerce. It syncs your WooCommerce customers and orders data over HubSpot. This Integration helps you analyze your data on HubSpot with custom groups and properties, smart lists, one-click historical data sync, automated workflows, and comprehensive reporting features.

2.2.What does this Integration do?

  • Automatically sync real-time WooCommerce users, orders, and products to HubSpot.
  • One-click sync of historic customer data to HubSpot makes recognizing user behavior easy.
  • The extension automatically creates best-practiced groups, properties, active lists, and workflows that save time and provide a customized HubSpot for WooCommerce.
  • Incorporates workflows for HubSpot with a fast setup to grow your audience and increase revenue with effective automated workflow conversion tactics.

2.3.What does Historical Sync do?

Once you successfully connected your WooCommerce to HubSpot, created custom groups and properties, smart lists. Historical data sync automatically syncs existing WooCommerce data of contacts, orders, and product purchase history to HubSpot for faster access. 

This is how data flows between your HubSpot and WooCommerce. 

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3.MakeWebBetter Integration for HubSpot

3.1.Groups and their Properties we create

It creates several groups and their respective properties filled with live WooCommerce user data.Once the plugin is set up, the following groups and properties are created automatically with each WooCommerce metadata. 

3.1.2 Order Information

  • Last Order Status
  • Last Order Fulfillment Status
  • Last Order Tracking Number
  • Last Order Tracking URL
  • Last Order Shipment Date
  • Last Order Number
  • Last Order Currency
  • Total Number of Current Orders

3.1.3 Products Bought

  • Last Product Bought
  • Last Product Types Bought
  • Last Products Bought
  • Last Products Bought HTML
  • Last Total Number Of Products Bought
  • Product Types Bought
  • Products Bought
  • Total Number Of Products Bought
  • Last Products Bought Product 1 Image URL
  • Last Products Bought Product 1 Name
  • Last Products Bought Product 1 Price
  • Last Products Bought Product 1 Url
  • Last Products Bought Product 2 Image URL
  • Last Products Bought Product 2 Name
  • Last Products Bought Product 2 Price
  • Last Products Bought Product 2 Url
  • Last Products Bought Product 3 Image URL
  • Last Products Bought Product 3 Name
  • Last Products Bought Product 3 Price
  • Last Products Bought Product 3 Url

3.1.4 Shopping Cart Information

  • Shipping Address Line 1
  • Shipping Address Line 2
  • Shipping City
  • Shipping State
  • Shipping Postal Code
  • Shipping Country
  • Billing Address Line 1
  • Billing Address Line 2
  • Billing City
  • Billing State
  • Billing Postal Code
  • Billing Country

3.1.5 Customer Group

  • Customer Group/ User role
  • Accepts Marketing
  • Marketing Newsletter
  • Shopping Cart ID

3.1.6 Categories Bought

  • Last Categories Bought
  • Categories Bought

3.1.7 RFM Information

  • Total Value of Orders
  • Average Order Value
  • Total Number of Orders
  • First Order Value
  • First Order Date
  • Last Order Value
  • Last Order Date
  • Average Days Between Orders
  • Account Creation Date
  • Monetary Rating
  • Order Frequency Rating
  • Order Recency Rating

3.1.8 SKUs Bought

  • Last SKUs Bought
  • SKUs Bought

3.1.9 ROI Tracking

  • Customer New Order
  • Abandoned Cart Recovery Workflow Conversion
  • Abandoned Cart Recovery Workflow Conversion Amount
  • Abandoned Cart Recovery Workflow Conversion Date
  • Abandoned Cart Recovery Workflow Start Date
  • Current ROI Campaign
  • Customer Re-engagement Workflow Conversion
  • Customer Re-engagement Workflow Conversion Amount
  • Customer Re-engagement Workflow Conversion Date
  • Customer Re-engagement Workflow Start Date
  • Customer Rewards Workflow Conversion
  • Customer Rewards Workflow Conversion Amount
  • Customer Rewards Workflow Conversion Date
  • Customer Rewards Workflow Start Date
  • MQL Capture, Nurture & Conversion Conversion
  • MQL Capture, Nurture & Conversion Conversion Amount
  • MQL Capture, Nurture & Conversion Conversion Date
  • MQL Capture, Nurture & Conversion Start date
  • New Customer Workflow Conversion
  • New Customer Workflow Conversion Amount
  • New Customer Workflow Conversion Date
  • New Customer Workflow Start Date
  • Second Purchase Workflow Conversion
  • Second Purchase Workflow Conversion Amount
  • Second Purchase Workflow Conversion Date
  • Second Purchase Workflow Start Date
  • Third Purchase Workflow Conversion
  • Third Purchase Workflow Conversion Amount
  • Third Purchase Workflow Conversion Date
  • Third Purchase Workflow Start Date

3.1.10 Abandoned Cart Details

  • Current Abandoned Cart
  • Abandoned Cart Date
  • Abandoned Cart Counter
  • Abandoned Cart URL
  • Abandoned Cart Products SKUs
  • Abandoned Cart Products Categories
  • Abandoned Cart Products
  • Abandoned Cart Products HTML
  • Abandoned Cart Tax Value
  • Abandoned Cart Subtotal
  • Abandoned Cart Total Value

3.2.Smart Lists we create

3.2.1 Customers

This list will enroll customers according to their customer’s lifecycle stage. It filters all those customers whose customer lifecycle changes. 

3.2.2 Leads

It will list all those leads who have indicated an interest in your company’s product or service in some way, shape, or form.

3.2.3 Abandoned Cart

Send Reminders, Capture emails and Recover Lost Sales in real-time with an Automated Cart Recovery Solution for your WooCommerce store.

3.2.4 Best Customers

It is the list of those customers whose RFM (Recency, Frequency & Monetary) rating is perfect 5. It is the list of your loyal customers that are consistently positive & emotional, physical attribute-based satisfaction, and perceived value of an experience, which includes the product or services.

3.2.5 Big Spenders

This list shows the contact property whose Monetary rating is equal to 5. These are the customers who are spending lavishly and purchasing more often from your store.

3.2.6 Loyal Customers

It is the list of those customers whose Frequency and Recency of order is 5. It is the list that exhibits customer loyalty when they consistently purchase a certain product or brand over an extended period of time and describes the loyalty which is established between a customer and companies.

3.2.7 Churning Customers

It is the list of those customers whose Monetary and Order frequency is 5 but Recency is 1. The churning rate, also known as the rate of attrition, is the percentage of subscribers to a service who discontinue their subscriptions to the service within a given time period.

3.2.8 Low Value Lost Customers

It is the list of those customers whose Recency, Frequency & Monetary is 1. These are the customers who are on the verge of getting lost as their engagement with the website is very low.

3.2.9 New Customers

This list shows new contact whose Frequency and Recency is 1. They are the new customer and they are not yet engaged with your website.

3.2.10 Customers needing attention

In this list, Monetary and Frequency of the customer are 3 but Recency lies between 1 & 2. This list shows that the customer has spent time and money both on your website but his last order was long-ago.

3.2.11 About to Sleep

It is the list in which customers whose Recency Frequency and Monetary (RFM) value lie between 1 & 2 and they are about to sleep. It means that their engagement with your website is getting less on each successive day.

3.2.12 Mid Spenders

This list shows the contact property whose Monetary rating is equal to 3. It means that he not frequently buying from your store.

3.2.13 Low Spenders

This list shows the contact property whose Monetary rating is equal to 1. It notifies that your customer is not spending much on your store.

3.2.14 Newsletter Subscriber

It will list all those newsletter subscribers who have subscribed for a printed report containing news (information) of the activities of a business or an organization (institutions, societies, associations) that is sent by mail regularly to all its members, customers, employees or people, who are interested.

3.2.15 One time purchase customers

It will list all those customers whose total number of orders is 1. As the list shows, the total number of orders is 1, so you have to work hard on these customers and start nurturing them and educate them about your product and services.

3.2.16 Two-time purchase customers

It will list all those customers who have brought only 2 times from your store. You can pay special attention to those customers as they are interested but you have to educate them about your product and service.

3.2.17 Three-time purchase customers

It will list all those customers who have purchased only three times from your store. You can encourage them to buy more frequently.

3.2.18 Bought four or more times

It will list all those customers who have purchased 4 times from your store. You can provide special benefits to those customers.

3.2.19 Marketing Qualified Leads

It will enlist all those marketing qualified leads (MQL) who have been deemed more likely to become a customer compared to other leads. This qualification is based on what web pages a person has visited, what they’ve downloaded, and similar engagement with the business’s content.

3.2.20 Engaged Customers

Engaged Customers is the smart list of HubSpot that will list all your contacts whose last bought item is less than 60days. It will show the list of your loyal and regular customers.

3.2.21 Dis-engaged Customers

Disengaged Customers is the smart list where you can see the list of customers that didn’t reach you from more than 60-180 days. It is the most useful list where you can target those customers who are disengaged for a long period of time.

3.2.22 Repeat Buyers

Repeat Buyers is the smart list of HubSpot which helps to segment customers who shop on your store regularly and their HubSpot property Average days between orders are also under the count of 30 days.

3.3.Automation with Workflows

You get the following ready-to-use workflows for your WooCommerce store. 

3.3.1 WooCommerce: MQL to Customer lifecycle stage Conversion
      It is designed to get a qualified lead to make the first purchase.

3.3.2 WooCommerce: Welcome New Customer & Get a 2nd Order
      This workflow triggers shortly after a first purchase, and is designed to push the customer towards a 2nd order.

3.3.3 WooCommerce: 2nd Order Thank You & Get the 3rd Order
      This workflow triggers shortly after the 2nd Purchase and is designed to thank customers to become repeat buyers.

3.3.4 WooCommerce: 3rd Order Thank You
      This workflow triggers for those customers who have placed their order for at least 3 times.

3.3.5 WooCommerce: ROI Calculation
  This workflow triggers to track conversions in your marketing system by knowing Return-On-Investment

4.Faqs

HubSpot For WooCommerce has an optimized backend scheduler that syncs real-time user data and updates it to HubSpot without affecting the server performance. The scheduler will run every 5 minutes and push all the updates done on your store related to customers and their orders.

Adding new categories or products on your store will be auto-synced on HubSpot as our plugin continuously monitors those changes and pushes them on HubSpot. 

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