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1.Overview

HubSpot Magento Integration is the ultimate solution for those who want to sync data from their Magento website to HubSpot. Using this integration, you can sync data like User details, Products, Deals, and Line Items over HubSpot. Using this HubSpot Magento Integration, you can perform the following actions:  

  • Product Sync: Sync the products along with their details such as Name, Image, Price, SKU and Description to HubSpot from your eCommerce store.
  • Customer Sync: Sync all the customer details from your eCommerce store to HubSpot. The customer details that you can sync are – Email, First Name, Last Name, Company Name, SKU, Telephone Number, Street, City, Region, Country, Post Code, and Contact Stage.

  • Deal Sync: Get all the orders from your eCommerce store synced with HubSpot. The order details that can be synced using this Magento HubSpot 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.
  • Line Item Sync: Sync the Line Items to HubSpot and know in detail about your high-demand products. The Magento HubSpot Integration lets you sync the Product ID, Deal ID, Discount Amount, Quantity, Price, Name, and SKU.
  • Email: With this Magento HubSpot Integration, you may create the email pattern with personalized content from the HubSpot panel itself and make your presence more prominent amongst your target clientèle.
  • Marketing Automation: Forget the hassles of email marketing. Operate and experience the automated email marketing from the HubSpot panel with the Magento 2 HubSpot Integration, and rely on self-operating email marketing.
  • Analytics: Understand your customers’ behavior and purchasing patterns by understanding the analytics from the HubSpot panel. Get the comprehensive details with HubSpot Magento Integration, have deeper insights about your marketplace analytics, and turn it into your forte.
  • Abandoned Cart Recovery: Magento HubSpot Integration enables you to send emails to the customers from your HubSpot panel in the case of an Abandoned Shopping Cart, to procure the recovery. After a specific time period, communicate with the shoppers through an email to persuade them to take the desired action.
  • Welcome Email: On your customers’ first purchase, send the welcome email to them within a specific time period. From your HubSpot panel, initiate the email communication with shoppers once they have completed the buying process, within a definite time period.
  • Customer Re-engagement: With the HubSpot Magento Integration, re-engage with your customers and draw their attention towards your brand once again. This Magento and HubSpot Integration authorizes you to send emails to communicate with your users who haven’t purchased with you lately.

2.Installation

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

Once done with the command, you will be able to see the installed plugin on your Magento dashboard.

After installing the plugin successfully, you will be able to see the HubSpot menu on the left side, and the features of the plugin under the HubSpot menu bar as shown in the screenshot below:

3.Dashboard


The dashboard will display information about your:

  • HubSpot portal connection
  • Products syncing status
  • Deals syncing status
  • Contacts syncing status

It also displays the HubSpot lists, workflows, and properties it creates. You can check all these assets in the left panel of the dashboard.

4.Configuration & Settings

The first step in the process of integrating your Magento 2 store with HubSpot is the Configuration.

To do the Configuration:

  • Go to your Magento 2 dashboard.
  • You’ll see an icon named HubSpot in the left menu bar. Click on it.
  • After clicking on the HubSpot icon, the following menu will appear.
  • Click on Configuration at the bottom.
  • After clicking on configuration, you’ll land on the configuration page.

This page contains 3 different settings for the plugin.

4.1.General configuration

  • Enable HubSpot Integration: Select  Yes to enable the extension. (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.
  • Authorize: Once clicked on this option, it authorizes the above options selected by the admin. A new window of the HubSpot page will open up, which will ask to enter details of the signup form then it will provide authorization to access the admin panel with HubSpot.

    This is only a demo, thus it is showing Re-authenticate. In your account, “Authenticate” will be displayed.

    Click on the Authenticate button, and you’ll be asked to choose the HubSpot account you want to connect with the plugin.

     

    After selecting the account, the plugin will start creating Groups & Properties, Contact Lists, and Workflows.

    G2
    g3

    Once done, the plugin authentication will be successfully set up and you can proceed further.

4.2.Cron Configuration

  • Select Data Sync Cron Time: You can decide on what frequency Magento data gets synced to HubSpot. You can set this frequency to Once in a day, Twice in a day, Four times a day, or Every hour or Every 5 mins.
  • Auto Delete Error Log After: This allows automatic removal of error logs. If you select 30 here, the logs will be deleted after 30 days.

4.3.RFM Settings

 

The RFM settings allow you to rate your customers based on their buying behavior. There are 3 habits on which you can give ratings to your customers.

  • In the Recency column, you need to enter the numbers as a parameter for days and decide on its basis which type of customers are visiting your store most frequently. You may rate them accordingly.
  • In the Frequency column, you need to enter the numbers for the total orders placed by a customer, and based on that, you can decide about the customers who are placing the most orders and who are placing the least number of orders.
  • In the Monetary column, enter the numbers as a parameter and decide on its basis who are the customers who are spending the most on your product and who are spending the least.

Once done with all configurations, click on the Save Config button on the top right of the page to save all the changes.

5.For Downloading an Upgrade

Log into HubSpot Magento Integration solutions with the given credentials. The cPanel will appear as shown below.

On the left side menu bar. Click on “My Purchased Extensions” and then select HubSpot Magento 2 Integration to know the license details and current version of this integration.

Details regarding HubSpot Magento integration are shown in the picture above. Select the latest version of the Integration, now you can see the software version, License serial number, Upgraded version, Registered domain.

6.For Export Setting

To export data from your Magento store to HubSpot click on the Export button, all the data will be transferred through the export setting.

For the export setting, click on the left side menu bar and then click on “Export”. After clicking on Export, a new page will appear.

In the Export section, you will see the “Status” of the export and the date and time when the last export was started. You can export 4 component data like Products, Contacts, Deals, Line Items.

The export will occur through “Cron”, and the current status can be seen after reloading the page.

For 2-way contact syncing or Bi-directional syncing, you can install the add-on by CedCommerce (from HubSpot to Magento).

7.Abandoned Carts

With this setting, you can see the details of the customer’s abandoned cart.

Upon selecting an abandoned cart a new page will open up showing the details of the customer’s cart like Purchasing point, email created at, customer name, customer email address, and purchase price.

Admin can export information via CSV file/Excel XML by the option Export available at the right corner, refer to the below images for more clarity.

8.Error Logs

During the data sync process from Magento to HubSpot, if any error occurs, it will be logged in this Error Log section.

There are two options available for checking the error log, one is related to the website which is shown above in the images and another one is the HubSpot Error log, related to the HubSpot error log that can be tracked in the HubSpot tab.

Upon clicking it a new page will open up. Refer to the below image.

Admin can check Error type, object type, include resolved error and limit.

9.Cron Status

To automatically sync your Magento Store data into HubSpot, Cron is used. Here admin can check the status of the cron by referring to the below images.

10.Data Transfer

Admin can export all existing Magento store data via the export option of data transfer, it will ask to export existing abandoned cart data via a popup message, once it is selected to yes then it will also export the existing abandoned cart. If you select No then it will not export the abandoned cart, refer to the below images.

data export

11.Export Products, Customers, Orders, and Login Customer’s Abandoned Cart Data to HubSpot

The admin can export product data as well as customers, orders, and abandoned cart data to HubSpot once the Hubspot gets connected to the admin’s Magento store by following the below steps.

11.1.Export Products

Login to admin panel > Catalog > Product.

  • Select the option products and a new page will open up showing the details of listed products.

  • Select the products and then select the option available in the drop-down list of ACTION refer to the above images for more clarity.

  • Select the option Export to HubSpot from the available ACTION menu, once done it will show a message that the product has been exported to HubSpot.

    Similarly, the admin can also do the same process for customer data, orders, and login customer’s abandoned cart data to HubSpot refer to the below images for more clarity.

11.2.Export Orders

Login to admin panel > Sales > Orders.

 

You’ll see all the orders listed here. You can export them to HubSpot manually in 2 ways:

  • Bulk Order Export: If you want to export multiple orders to HubSpot at once, select the orders > click on Actions dropdown > click on Export to HubSpot and the orders will be synced on the CRM.

     


    Single Order Export:
    If you want to export a specific order to HubSpot, you can click on Sync with HubSpot link in the HubSpot Sync Action column and your order will be synced over HubSpot.

11.3.Export Customers

Login to admin panel > Customers > All customers.

hubspot customers

11.4.Export Abandoned Cart

Login to admin panel > HubSpot > Abandoned cart.

12.Catalog

Right below the HubSpot icon in your dashboard, you’ll see a “Catalog” icon in the left sidebar.

You can use this setting to check the detail of your products and export any number of products manually.

Here’s how to do it.

Click on the Catalog button. After clicking on it, these settings will appear:

Click on Products and you will see this kind of page as shown below:

Now to export products, select the ones you want to export and click on the Actions dropdown as shown below.

Click on the Export to HubSpot option and the products will be exported to HubSpot. Once the products are exported, you’ll see a message.

Click on the Export to HubSpot option and the products will be exported to HubSpot. Once the products are exported, you’ll see a message.

13.Customers

Just like the Products, you can export any specific customer data to HubSpot as well. For this, you’ll need to click on the Customers button which you can see below the Catalog button.

 

 

Click on the Customers icon and you’ll see the settings as shown below.

 

To export any specific customer’s data to HubSpot, click on the All Customers button and you’ll land on this page.

 

 

Now repeat the same steps you followed to export the Products data. Select the customers you want to export to HubSpot. Click on the Export to HubSpot button from the dropdown and your data will be exported.

 

 

14.HubSpot Workflows

HubSpot gives you the privilege to create a workflow that will reduce manual efforts and speed up the business processes. Marketing automation will help in sales, marketing, lead generation and lead nurturing.

15.Frequently Asked Questions

Yes, You can easily change the HubSpot account by clicking on the "Re-Authorised/Authorised" button.

Our HubSpot Magento Integration creates 136 properties. Each of these properties belong 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

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

You can sync data of your Products, Orders (as Deals with their Line Items), Customer, and Abandoned Cart.

Yes. You can sync all the existing data of your magento store to HubSpot.

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

Yes. Our module can sync cart items with their images.

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