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1.Overview

HubSpot Magento 1 integration is a connector between your Magento 1 store and HubSpot CRM. Using this extension, you can sync your store’s data over the CRM platform to view, manage, track, and act on it. You can sync your products, customers, order data on HubSpot CRM using this integration. A glance at its features:  
  • Product Sync: Sync the products along with their details such as Name, Image, Price, and Description to HubSpot for your Magento store.
  • Customer Sync: Sync all the customer details from your eCommerce store to HubSpot. The details that you can sync are – Email, First Name, Last Name, Company Name, Telephone Number, Street, City, Region, Country, Post Code, and Contact Stage.
  • Deal Sync: Sync all the order details like 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 to HubSpot CRM.
  • Line Item Sync: Sync the Line Items to HubSpot and know ‌about products’ performance – which is being ordered or is high in demand. The HubSpot eCommerce Integration lets you sync the Product ID, Deal ID, Discount Amount, Quantity, Price, Name, and SKU.
  • Email: With this HubSpot Magento 1 Integration, you can create the email pattern with personalized content from HubSpot CRM and make your presence more prominent amongst your target clientele.
  • Marketing Automation: This extension comes with several HubSpot workflows you can use to automate your daily marketing tasks.
  • Analytics: Understand your customers’ behavior and purchasing patterns by understanding the analytics from the HubSpot panel. Get the comprehensive details with this Magento 1 HubSpot Integration, have deeper insights about your marketplace analytics, and turn it into your forte.
  • Abandoned Cart Recovery: This HubSpot Magento Integration enables you to send automated emails from your HubSpot CRM whenever users abandon their shopping cart. This plugin comes with the abandoned cart recovery workflow to help you save the potentially lost revenue.
  • Customer Welcome: Send the welcome email to them within a specific time period. From your HubSpot panel, initiate the email communication with shoppers once they complete the buying process, within a definite time period.
  • Customer Re-engagement: With the HubSpot eCommerce Integration, re-engage with your customers and draw their attention to your brand once again. The HubSpot eCommerce Integration allows you to send emails to communicate with your users who haven’t made a purchase with you lately.

2.Installation

For the installation process, visit the basic steps to upload or move plugins in the app/code/Makewebbetter/Package. Then you’ll have to run the Magento commands for the installation of the plugin on your Magento server.

Once you install the HubSpot Magento 1 integration, you can proceed to connect your HubSpot account with the plugin.

3.Connect HubSpot with Magento

After installing the plugin, you can connect your HubSpot portal with the plugin.

For this, navigate to HubSpot > Configuration in your Magento dashboard.

Click on the Authenticate button there to authorize and connect Magento to HubSpot.

On clicking it, a new tab of the HubSpot will be opened,

  • Login to your HubSpot account.
  • On Logging in, the HubSpot account page will appear as:
  • Click on Grant Access and the authentication process will get complete.

4.Configuration Settings

The configuration tab allows you to tweak the settings available in the plugin.

4.1.General Configuration

I’m classifying the basic configuration settings into General Configuration. Let’s see what you get here:

    • Go to your Magento Admin Panel.
    • Click on HubSpot on the top navigation bar and then click Configuration.

       

      • Enable HubSpot Integration: Enable/Disable the plugin from here. (Yes is the default state which is already selected.)
      • Abandoned Cart: Enter the time (in minutes) after which you want the inactive shopping cart to be treated as abandoned.
      • Select Cron Time: Decide the frequency of data syncing. It can be once a day, twice a day, four times a day, or every hour. For example, if you select “Every hour”, the data will sync once an hour.After clicking on Configuration, you’ll see the following screen:

You’ll see multiple settings on this page. Let’s talk about them:

      • Enable HubSpot Integration: Enable/Disable the plugin from here. (Yes is the default state which is already selected.)
      • Abandoned Cart: Enter the time (in minutes) after which you want the inactive shopping cart to be treated as abandoned.
      • Select Cron Time: Decide the frequency of data syncing. It can be once a day, twice a day, four times a day, or every hour. For example, if you select “Every hour”, the data will sync once an hour.
      • Want to Export Old Data: This setting helps you sync your existing or old data to HubSpot CRM. If a user selects Yes and clicks on the Export Old Data button, then all your existing data (products, customers, orders, and line items) will export to HubSpot.

4.2.RFM Settings

RFM Settings let you segment your customers based on three factors that are:

  • Recency: How frequently are they ordering your product? (Number of days)
  • Frequency: How many orders are they placing? (Number of orders)
  • Monetary: How much your customers are spending on your product? (Amount of money)Based on these factors, you rate them on a scale of 1 to 5, where 5 shows the customers who are most inclined towards your product and 1 indicates the least inclined.
    Once you’ve selected and entered the information mentioned above, click on the Save Config button on the top right side of the page.

     

    The configuration will be saved.

5.HubSpot Custom Group and Properties

This Magento HubSpot connector creates several custom HubSpot properties that belong to different groups. Let’s see each of these groups with the properties they encompass.

5.1.Customer view

The HubSpot custom group Customer Group holds the general contact information like their user role, customer ID on the store, etc.

Properties

  • Accepts Marketing: (field type is drop-down select) This property shows the status of if a contact accepts marketing in your store. Also, there is a filter for the property value so it can be easily modified according to your needs.
  • Customer Group/User Role: (field type is multi-line text) This property holds the information regarding the user role of the contact in the Magento store. It can be a customer, subscriber, etc.
  • Shopping Cart ID: (field type is number) This property contains the customer’s ID, which is a unique ID allotted in the Magento store.

5.2.Shopping Cart Information

The HubSpot custom group Shopping Card Fields contains information regarding the shopping and billing address of the contact on the Magento Store.

Properties

  • Shipping Address line 1: (field type is single-line text) Represents shipping address line 1.
  • Shipping Address line 2: (field type is single-line text) Represents shipping address line 2.
  • Shipping City: (field type is single-line text) Represents the shipping city of the contact in the Magento store.
  • Shipping State: (field type is single-line text) Represents the shipping state of the contact.
  • Shipping Postal Code: (field type is single-line text) Represents the shipping post/zip code given by the contact.
  • Shipping Country: (field type is single-line text) Represents the shipping country of the contact.
  • Billing Address Line 1: (field type is single-line text) Billing Address line 1 of the contact on Magento Store.
  • Billing Address Line 2: (field type is single-line text) Billing address line 2 of the contact.
  • Billing City: (field type is single-line text) Billing city used by the contact on the store.
  • Billing State: (field type is single-line text) Billing State given by the contact.
  • Billing Postal Code: (field type is single-line text) Billing post/zip code.
  • Billing Country: (field type is single-line text) Billing country of the contact.

5.3.Order Information

The HubSpot custom group Order Information contains the whole data regarding the last order placed by the customer on the Magento Store.

Properties

  • Last Order Status: (drop-down select) Shows the status of the last order made by the customer in the Magento store.
  • Last Order Fulfillment Status: (drop-down select) Last order fulfillment status on Magento store.
  • Last Order Tracking Number: (number field) Last order tracking number. It can be modified according to need.
  • Last Order Shipment Date: (date-picker) Last order shipment date. It can be modified as per need.
  • Last Order Number: (number field) Last order number of the customer in the Magento store.
  • Total Number of Current Orders: (number-field) Total count of current orders of the customer in the store. We have assumed those orders as current orders which are in either processing or on-hold or pending status. It means they are likely to be completed.

5.4.Last Products Bought

Products Bought group contains the full purchase history of contact in terms of store products. It contains the whole information regarding what the customer has purchased from you, how many products they have purchased, etc.

Properties

  • Last Product Bought: (multi-line text) Name of the last product of the last order.
  • Last Product Types Bought: (multi-line text) Last product types purchased by the customer.
  • Last Products Bought: (multi-line text) Shows the names of the product last purchased by the customer.
  • Last Products Bought HTML: (multi-line text) Holds the full HTML of the last purchased products.
  • Last Total Number Of Products Bought: (number field) Shows the count of the total number of purchased products in the last order.
  • Product Types Bought: (multi-line text) Full history of product types bought by the customer till the current date. Holds all the types of products separated by the semicolon.
  • Products Bought: (multi-line text) Full history of products bought by the customer till the current date. Holds all the names of the product separated by the semicolon.
  • Total Number of Products Bought: (number field) Shows the count of the total number of products bought by the customer.
  • Last Products Bought Product 1 Image URL: (single-line text) Shows the product image URL of the last purchased product.
  • Last Products Bought Product 1 Name: (single-line text) Shows the name of the second last purchased product.
  • Last Products Bought Product 1 Price: (number field with currency symbol) Shows the price of the last purchased product.
  • Last Products Bought Product 1 URL: (single-line text) Shows the URL of the last purchased product.
  • Last Products Bought Product 2 Image URL: (single-line text) Shows the product image URL of the second last purchased product.
  • Last Products Bought Product 2 Name: (single-line text) Shows the name of the second last purchased product.
  • Last Products Bought Product 2 Price: (number field with currency symbol) Shows the price of the second last purchased product.
  • Last Products Bought Product 2 URL: (single-line text) Shows the URL of the second last purchased product.
  • Last Products Bought Product 3 Image URL: (single-line text) Shows the product image URL of the third last purchased product.
  • Last Products Bought Product 3 Name: (single-line text) Shows the name of the third last purchased product.
  • Last Products Bought Product 3 Price: (number field with currency symbol) Shows the price of the third last purchased product.

Last Products Bought Product 3 URL: (single-line text) Shows the URL of the third last purchased product.

5.5.Categories Bought

The HubSpot custom group Categories Bought shows the full purchase history in terms of the categories of the purchased products.

Properties

  • Last Categories Bought: (multi-line text) categories for the last order of the customer on Magento store.
  • Categories Bought: (multi-line text) categories for all the orders of the customer till the current date.

5.6.RFM Information

RFM Information group provides the true power of RFM segmentation through its properties Order Recency Rating, Order Frequency Rating, and Monetary Rating. Through this group and its properties, you can easily segment your customers which will help you to target your best as well as lost customers,

Properties

  • Total Value of Orders: (number field) Shows the total value of orders of the customer.
  • Average Order Value: (number field with currency symbol) average order value of the customer.
  • Total Number of Orders: (number field) total number of orders of the customer.
  • First Order Value: (number field with currency symbol) first-order value of the customer.
  • First Order Date: (date-picker) first-order date of the customer.
  • Last Order Value: (number field with currency symbol) last order value of the customer in the store.
  • Last Order Date: (date-picker) last order date of the customer in your store.
  • Average Days Between Orders: (number field) Average days between orders of the customer.
  • Account Creation Date: (date-picker) Date when the customer registered in the store.
  • Monetary Rating: (drop-down select) Rating to the customer in between 1-5 in terms of money spent on the store.
  • Order Frequency Rating: (drop-down select) Rating to the customer in between 1-5 in terms of the number of orders placed.
  • Order Recency Rating: (drop-down select) Rating to the customer in between 1-5 in terms of how recently the order was placed.

5.7.SKU's Bought

The HubSpot custom group (Store Keeping Unit) SKUs Bought contains a full purchase history of the customer in terms of Product SKUs bought. It contains the information for all order SKUs and last order SKUs of the customer. The group contains two custom HubSpot properties and they are as:

Properties

  • Last SKUs Bought: (multi-line text) SKUs of the last order products.
  • SKUs Bought: (multi-line text) SKUs of all the orders placed by the customer till the current date.

5.8.ROI Tracking

The group, ROI (Return On Investment) Tracking manages the whole data regarding the customer conversion and the revenue gained per campaign triggered by HubSpot. It tracks and updates the customer property for every campaign data as well as the date and amount gained by their conversion.

Properties

  • Current ROI Campaign: (drop-down select) sets the current ROI campaign for the customer through which he is currently passing.
  • Abandoned Cart Recovery Workflow Conversion: (dropdown select) sets the value in Yes/No for the abandoned cart conversion.
  • Abandoned Cart Recovery Workflow Conversion Amount: (number field with currency symbol) sets the total amount gained per customer through the abandoned cart conversion.
  • Abandoned Cart Recovery Workflow Conversion Date: (date-picker) sets the date when the customer’s abandoned cart has been converted.
  • Abandoned Cart Recovery Workflow Start Date: (date-picker) sets the date when the Abandoned Cart Recovery Campaign was started for the customer.
  • Customer Re-engagement Workflow Conversion: (drop-down select) sets the value for the customer re-engagement campaign if the customer gets converted through this campaign.
  • Customer Re-engagement Workflow Conversion Amount: (number field with currency symbol) total amount gained by the customer conversion through this campaign.
  • Customer Re-engagement Workflow Conversion Date: (date-picker) the date when the customer gets converted through this campaign.
  • Customer Re-engagement Workflow Start Date: (date-picker) date when the customer re-engagement campaign was started for the customer
  • Customer Rewards Workflow Conversion: (drop-down select) status whether the customer has been converted through a customer rewards campaign or not.
  • Customer Rewards Workflow Conversion Amount: (number field with currency symbol) amount gained per customer from the conversion.
  • Customer Rewards Workflow Conversion Date: (date-picker) date when the customer was successfully converted through the customer rewards campaign.
  • Customer Rewards Workflow Start Date: (date-picker) date when the campaign was started for the customer.
  • MQL Capture, Nurture & Conversion Conversion: (drop-down select) status whether the customer has been converted through MQL nurturing campaign or not.
  • MQL Capture, Nurture & Conversion Conversion Amount: (number field with currency symbol) amount gained per customer from the conversion.
  • MQL Capture, Nurture & Conversion Conversion Date: (date-picker) date when the customer gets converted through the campaign.
  • MQL Capture, Nurture & Conversion Start date: (date-picker) date when the campaign was started for the customer.
  • New Customer Workflow Conversion: (drop-down select) status whether the customer has been converted through this campaign or not.
  • New Customer Workflow Conversion Amount: (number field with currency symbol) amount gained per customer from the conversion.
  • New Customer Workflow Conversion Date: (date-picker) date when the customer was successfully converted through this campaign.
  • New Customer Workflow Start Date: (date-picker) date when the campaign was started for the customer.
  • Second Purchase Workflow Conversion: (drop-down select) status whether the customer has been converted through a second purchase campaign or not.
  • Second Purchase Workflow Conversion Amount: (number field with currency symbol) amount gained per customer from the conversion.
  • Second Purchase Workflow Conversion Date: (date-picker) date when the customer was successfully converted through this campaign.
  • Second Purchase Workflow Start Date: (date-picker) date when the campaign was started for the customer.
  • Third Purchase Workflow Conversion: (drop-down select) status whether the customer has been converted through a third purchase campaign or not.
  • Third Purchase Workflow Conversion Amount: (number field with currency symbol) amount gained per customer from the conversion.
  • Third Purchase Workflow Conversion Date: (date-picker) date when the customer was successfully converted through this campaign.
  • Third Purchase Workflow Start Date: (date-picker) date when the campaign was started for the customer.

5.9.HubSpot Smart Contact List

Best Customers

This list will enroll customers according to their customer lifecycle stage. Whenever any customer’s lifecycle changes it would filter all those customers.

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.

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.

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, it is the percentage of subscribers to a service who discontinue their subscriptions to the service within a given time period.

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.

New Customers

This list shows new contacts whose Frequency and Recency is 1. They are the new customers who are not yet engaged with your website.

Customers Needing Attention

In this list, the Monetary and Frequency of the customer are 3 but the 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.

About to Sleep

It is the list in which customers whose Recency Frequency and Monetary (RFM) values 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.

Mid Spenders

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

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.

Newsletter Subscriber

It’ll 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.

One-Time Purchase Customers

It’ll 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 educating them about your product and services.

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 educating them about your product and services.

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.

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.

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.

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.

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.

Customers

This list will enroll customers according to their customer lifecycle stage. Whenever any customer’s lifecycle changes it would filter all those customers.

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.

Disengaged Customers

Disengaged Customers is the smart list where you can see the list of customers that didn’t reach you for 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.

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 is also under the count of 30 days.

5.10.HubSpot Workflows

MQL to Customer lifecycle stage Conversion

Aims at nurturing the marketing qualified leads (MQLs) of your store and focus on converting them to customers. The workflow automatically creates a well-automated series of emails and sends them to the MQLs at an appropriate time. On the other hand, the other workflows help in tracking the leads and customer conversion rates as well.

 

Welcome New Customer & Get the 2nd Order

Focuses on getting a second order from the same customer after they place the very first order in your store. The workflow sends the First Order Thank You mail and Second Order mail to the customer repeatedly at appropriate delays. It also tracks and sets the current ROI campaign for the customer.

 

2nd Order Thank You & Get the 3rd Order

This workflow focuses on getting the third order from the same customer after they place their second order in your store. The workflow sends the Second Order ThankYou mail with getting Third Order mail to the customer repeatedly at appropriate delays. It also tracks and sets the current ROI campaign for the customer. Basically the workflows, however, manage to make all your customers repeat customers.

 

3rd Order Thank You

This workflow focuses on keeping your customers happy and delighted. It sends the customer an automated Third Order Thank You email on placing a successful order a third time in your store.

 

ROI Calculation

Helps in calculating the Return On Investment(ROI) for different campaigns such as MQL Nurturing, Welcome New Customer and Get 2nd Order, and so on. The workflow checks for the contact’s current ROI campaign and accordingly sets the campaign conversion date, status, and amount for the contact on getting a new order. The workflow focuses on full tracking of contact conversion through different campaigns triggered.

 

Order Workflow

Captures the new order of Magento store and checks for last order value and last order date. When any customer’s property’s last order date and last order value are found to be known it changes the contact lifecycle stage to Customer on HubSpot and enrolls the contact in the ROI Calculation workflow. The workflow basically works whenever a contact’s new order comes to HubSpot and manages their HubSpot lifecycle stage.

 

Set Order Recency 1 Ratings

Sets the HubSpot contact property Order Recency Rating to 1 if the contact’s custom HubSpot property’s last order date is more than 360 days ago. It means that the customer hasn’t made any order in your store for almost one year. And whenever any contact is found active in Order Workflow, then it gets removed from the existing workflow and this leads to the workflow’s goal achievement.

 

Set Order Recency 2 Ratings

Sets the HubSpot contact property Order Recency Rating to 2 if the contact’s custom HubSpot property’s last order date is between 180 to 360 days ago. It means that the customer hasn’t made any order in your store for at least six months. And whenever any contact is found active in Order Workflow, then it gets removed from the existing workflow and this leads to the workflow’s goal achievement.

 

Set Order Recency 3 Ratings

Sets the HubSpot contact property Order Recency Rating to 3 if the contact’s custom HubSpot property’s last order date is between 90 to 180 days ago. It means that the customer hasn’t made any order in your store for at least three months. Actually, these are the customers that require some attention from your side. And whenever any contact is found active in Order Workflow, then it gets removed from the existing workflow and this leads to the workflow’s goal achievement. 

 

Set Order Recency 4 Ratings

Sets the HubSpot contact property Order Recency Rating to 4 if the contact’s custom HubSpot property’s last order date is between 30 to 90 days ago. It means that the customer hasn’t made any order in your store for at least one month. Actually, these are the customers that can be really valuable for your store. And whenever any contact is found active in Order Workflow, then it gets removed from the existing workflow and this leads to the workflow’s goal achievement.

 

Set Order Recency 5 Ratings

Sets the HubSpot contact property Order Recency Rating to 5 if the contact’s custom HubSpot property’s last order date is 30 days ago. It means that the customer has made his/her last order in your store within one month. These are the customers that were recently active in your store .

 

Update Historical Order Recency Rating

Works to manage the real-time Order Recency Rating of the customer. Automatically sets the rating by checking their last order date and enrolls to specified workflow such as Set Order Recency 5 Ratings –  or Set Order Recency 4 Ratings – for further processing. It means the workflow will take care of the customer’s Order Recency Rating on HubSpot even if they do not shop regularly.

 

After Order Workflow

Captures the new order of HubSpot contact and then decides the contact enrollment to different campaign workflows such as Welcome New Customer and Get 2nd Order or Third Order ThankYou. The workflow automatically enrolls the contact to different campaign workflows and again gets ready for further order decisions.

6.FAQ's

Yes. This HubSpot and Magento integration is compatible with all the older versions of Magento 1.

This Magento and HubSpot integration offers support for 3, 6, and 12 months. Where the 3 months of support is completely free while the rest of the plans (6 and 12 months) are paid.

The orders will be synced in the eCommerce pipeline of your HubSpot CRM with stages: Checkout Abandoned, Checkout Pending, Processed, Shipped, Canceled, Checkout Completed.

You can sync data of your Products, Orders (as Deals with their Line Items), Customers, and Abandoned Cart data over HubSpot CRM using this Magento integration with HubSpot.

 

Our HubSpot Magento 1 Integration creates 136 properties over HubSpot CRM. Each of these properties belongs to a group. The groups are mentioned below along with the number of properties fall under them:

  • Product: 6
  • Contact: 69
  • Deal: 17
  • Line Item: 7
  • List: 21
  • Workflow: 16

You can connect multiple Magento stores with HubSpot using this HubSpot Magento extension.

 

Yes. Our module syncs cart items with their images on HubSpot CRM.

Yes, you can sync all the existing data of your Magento store to HubSpot. There’s a feature called Export Old Data under Configuration in this Magento HubSpot Integration. You can use it to sync the data you already have at your Magento 1 store.

Yes. You can use this Magento 1 HubSpot integration with a free HubSpot account.

Yes. Under the Configuration page in this integration, you’ll see a Connect feature. You can use it to connect and authorize a different HubSpot portal with this plugin.

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