HubSpot Deal Per Order Lite allows you to convert the individual potential sale of your store to HubSpot Deal. Its the easiest way to track your store’s overall sales and revenue generated through out the month or a specified time period. The best thing regarding the extension is that it works with HubSpot free CRM and without the help of any other extension.
- HubSpot Deal Per Order Lite setup and creates a new WooCommerce Order Pipeline
- WooCommerce Order Pipeline uses different deal stages for the orders with the winning probability assigned to all.
- HubSpot Deal Per Order Lite converts each and every order of your woocommerce store to HubSpot Deal with appropriate deal-stage, amount and closing date.
- HubSpot Deal Per Order Lite auto-updates the deals on HubSpot whenever any order status is changed or updated.
- It assigns the well-defined stage to the deals according to their current status on the store as order.
Methods of 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 Lite.
2) Once downloaded, install the plugin through browsing and activate it.
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 Lite Extension and uploading it to your web server via your favorite FTP application.
Steps are as follows :
1) Upload the HubSpot Deal Per Order Lite plugin folder to the /wp-content/plugins/ directory.
2) Activate it through the Plugins menu in WordPress.
After successful installation and activation of the extension, enable the feature in order to function the plugin properly.
- Enabling the extension and saving the settings will show up the options to set up new pipeline for HubSpot Deals.
- Connect and authorize your HubSpot account with the extension. This will redirect you to the HubSpot login page.
- After loggiing in, please allow access to our HubSpot APP in order to connect with the extension.
- Setup new pipeline with the help of this extension. The new pipeline is “WooCommerce Sales Pipeline”.
- The new pipeline WooCommerce Order 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.
- After the activation and full setup of extension, 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.
- Here is how your deals will be forecasted in HubSpot.