1.Overview

HubSpot is a powerful marketing and sales software that converts website leads into customers. So there should be a software solution that can integrate WooCommerce (leading e-commerce platform in the market covering 30% of all websites) with HubSpot as well. So we have created a WooCommerce extension HubWoo, which allows you to integrate WooCommerce and HubSpot. This plugin sync user-related data from WooCommerce to HubSpot, which is needed by various tools for further analysis and marketing research in HubSpot.

It creates several groups and their respective properties filled with live WooCommerce user data.

Groups and their Properties:

1- Customer Group
a- Customer Group/User role
b- Accepts Marketing
c- Shopping Cart Customer ID

 2- Shopping Cart Fields
a- Shipping address line 1
b- Shipping address line 2
c- Shipping city
d- Shipping state
e- Shipping postal code
f- Shipping country
g- Billing address line 1
h- Billing address line 2
i- Billing city
j- Billing state
k- Billing postal code
l- Billing country

3- Last products Bought
a- Last Product Bought
b- Last Product Types Bought
c- Last Products Bought
d- Last Products Bought HTML
e- Last Total Number Of Products Bought
f- Product Types Bought
g- Products Bought
h- Total Number of Products Bought
i- Last Products Bought Product 1 Image URL
j- Last Products Bought Product 1 Name
k- Last Products Bought Product 1 Price
l- Last Products Bought Product 1 Url
m- Last Products Bought Product 2 Image URL
n- Last Products Bought Product 2 Name
o- Last Products Bought Product 2 Price
p- Last Products Bought Product 2 Url
q- Last Products Bought Product 3 Image URL
r- Last Products Bought Product 3 Name
s- Last Products Bought Product 3 Price
t- Last Products Bought Product 3 Url

4- Order
a- Last Order Status
b- Last Order Fulfillment Status
c- Last Order Tracking Number
d- Last Order Tracking URL
e- Last Order Shipment Date
f- Last Order Number
g- Total Number of Current Orders

5- RFM Information
a- Total Value of Orders
b- Average Order Value
c- Total Number of Orders
d- First Order Value
e- First Order Date
f- Last Order Value
g- Last Order Date
h- Average Days Between Orders
i- Account Creation Date
j- Monetary Rating
k- Order Frequency Rating
l- Order Recency Rating

6) Categories Bought
a- Last Categories Bought
b- Categories Bought

7) SKUs Bought
a- Last SKUs Bought
b- SKUs Bought

8) Subscription Details (Note:-Only For WooCommerce Subscription Users)
a- Last Subscription Billing Interval
b- Last Subscription Billing Period
c- Last Subscription Next Payment Date
d- Last Subscription Order Completed Date
e- Last Subscription Order Creation Date
f- Last Subscription Order Number
g- Last Subscription Order Paid Date
h- Last Subscription Order Status
i- Last Subscription Parent Order Number
j- Last Subscription Products
k- Last Subscription Trial End Date
l- Related Order Completed Date
m- Related Last Order Creation Date
n- Related Last Order Paid Order

After setting up the plugin all the groups and properties associated with each WooCommerce metadata is being created at HubSpot.

Contact properties Scheduling: After creating the groups and properties, the next task would be to update contact properties and fill them with the appropriate customer data. So as soon as any customer is created, any customer places an order or even customer information is updated we store all those customers and soon after post all the updated customer data every 5 minutes. We have posted only 50 users at a time for reducing server time.

Requests Logging: You can view all the logs related to each API request, it is done for debugging purpose such that we can identify the errors.

RFM Segmentation: The auto RFM segmentation feature will be based on the rating of 5 to 1.(rating 5 is considered as best and rating 1 is considered as worst). There is a setting in an extension from where you can customize the segmentation range for Recency, Frequency, and Monetary. For your ease, there have been defaulted range values(best practiced) for RFM segmentation.

SKU Updation: If you have changed your SKU of some product then it will automatically push that updated SKU and replace with the previous one.

Categories Update: Your WooCommerce store categories will get updated as soon as you will add or edit any category.

Product Update: Your WooCommerce store products will be auto-updated over HubSpot as soon as you will add or edit them.

For “bbPress or BuddyPress” users: Our extension supports users groups created by the above plugins such as participant, Moderator, Keymasters, etc

Old Subscription Data(Only For WooCommerce Subscription User): Automatically pushes the customer’s data over HubSpot whenever their order is renewed, they re-subscribe or change them.

Exporting old users/customers to HubSpot: You can easily export your existing customers to HubSpot via one-click feature. The users can be selected by different roles to be updated.

Reflecting Changes in Orders: Whenever or customer order either subscription or simple is updated, we sync those details as well.

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2.Getting Started

Click on the “GET STARTED” button to proceed with Hubspot Woocommerce integration.

HubSpot WooCommerce Integration-get-started

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3.Connection With HubSpot

STEP 1- In order to connect the extension with HubSpot, proceed by enabling the checkboxes and hit on Save button.

HubSpot WooCommerce Integration-save-the-connection-setting

STEP 2- Now click on the Authorize button and give access to the HubSpot app.

HubSpot WooCommerce Integration-connect-with-hubspot

STEP 3- Click on GRANT ACCESS to allow the extension to sync data over HubSpot.

HubSpot WooCommerce Integration-request-for-permission

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4.Setting up HubSpot Custom Groups

STEP 1 – Click on the CUSTOM GROUPS.

STEP 2 – On clicking the custom group a pop-up appears on the screen in which choose any one of the options:

2.1 – Select I would like to go with the extension and then click on the START SETUP button to create custom groups on HubSpot.

2.2 – Select Yes, allow me to filter to select the desired custom groups from the list and then click on SAVE button to save the changes.

2.2.1 – Click on START SETUP  button to create custom groups on HubSpot.

STEP 3 – On clicking CHANGE DECISION you can either select to go with I would like to go with the extension or Yes, allow me to filter option.

 

HubSpot WooCommerce Integration-custom-group-setup

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5.Setting up HubSpot Custom fields

STEP 1 – Click on the CUSTOM FIELDS.

STEP 2 – On clicking the custom fields a pop-up appears on the screen in which choose any one of the options:

2.1 – Select I would like to go with the extension and then click on the START SETUP button to create custom fields on HubSpot.

2.2 – Select Yes, allow me to filter to select the desired custom fields from the list and then click on SAVE button to save the changes.

2.2.1 – Click on START SETUP  button to create custom properties on HubSpot.

2.2.2 – On clicking CHANGE DECISION you can either select to go with I would like to go with the extension or Yes, allow me to filter option.

HubSpot WooCommerce Integration-custom-properties-setup

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6.Setting up HubSpot Smart Lists

STEP 1 – Click on the  SMART LISTS.

STEP 2 – On clicking the smart lists a pop-up appears on the screen in which choose any one of the options:

2.1 – Select I would like to go with the extension and then click on the START SETUP button to create smart lists on HubSpot.

2.2 – Select Yes, allow me to filter to select the desired smart lists from the list and then click on SAVE button to save the changes.

2.2.1 – Click on START SETUP  button to create smart lists on HubSpot.

2.2.2 – On clicking CHANGE DECISION you can either select to go with I would like to go with the extension or Yes, allow me to filter option.

HubSpot WooCommerce Integration-setting-the-smart-lists

HubSpot WooCommerce Integration-smart-lists

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7.Setting up HubSpot Workflows

STEP 1 – Click on Workflows.

STEP 2 – Click the create button to create the workflows.

NOTE – The blurred buttons have a dependency on other workflows which can become active only when the dependent workflow has been created.
HubSpot WooCommerce Integration-setting-up-workflows

HubSpot WooCommerce Integration-workflows-list

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8.RFM Settings

STEP 1 – Click on RFM Settings, where Score will show the rating for rfm segmentation.

STEP 2 – In Recency select the days since last order.

STEP 3 – In Frequency select total orders placed.

STEP 4 – In Monetary select total money spent on orders.

STEP 5 – Now click on SAVE CHANGES to save all the changes.HubSpot WooCommerce Integration-rfm-setting

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9.Users One-Click Sync

STEP 1 – Click on ONE-CLICK SYNC.

STEP 2 – In CUSTOMERS SYNC you can export your old users and customers to HubSpot.

STEP 3 – Proceed by enabling/disabling the checkbox and select the USER ROLE from the dropdown list to mention the role of a user over HubSpot.

STEP 4 – Click on SAVE CHANGES to save all the changes.

STEP 5 – After saving the changes you can sync the customers over HubSpot by clicking on SYNC HERE.

HubSpot WooCommerce Integration-one-click-sync

 

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10.Orders One-Click Sync

STEP 1 – Click on ONE-CLICK SYNC.

STEP 2 – Click on ORDERS SYNC to Export your old orders to HubSpot.

STEP 3 – Proceed by enabling/disabling the checkboxes, select the date for All orders since and select the status for All orders with status from the dropdown list.

STEP 4 – Click on SAVE CHANGES to save all the changes.

STEP 5 – After saving the changes you can sync all the orders over HubSpot by clicking on SYNC HERE.
HubSpot WooCommerce Integration-order-one-click-sync

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11.General Settings

STEP 1 – Click on General Settings.

STEP 2 – Click on Sync Orders With Status where you can select more than one order status from the dropdown list and synchronize your orders with HubSpot.

STEP 3 – Click on Sync Users With Role where you can select more than one role of users from the dropdown list and synchronize your users with HubSpot.

STEP 4 – Click on SAVE SETTINGS to save all the changes.

STEP 5 – In the Plugin Related Settings enable or disable the checkboxes for plugin related setting.

STEP 6 – Click on SAVE SETTINGS to save all the changes.

HubSpot WooCommerce Integration-general-setting

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12.Enrolling in Workflows and Static Lists

STEP 1 – Click on Advanced Settings.

STEP 2 – In the Plugin Related Settings you can update your license and options by clicking on CLICK HERE.

STEP 3 – In the Order Activity Workflow Enrollment Settings select the status of an order by selecting the option from the dropdown list in the ACTION field and select a workflow from the dropdown list in ENROLL IN WORKFLOW field.

STEP 4 – In Customer Activity Workflow Enrollment Settings you can select new user registration and update the user profile in the ACTION field and select a workflow from the dropdown list in ENROLL IN WORKFLOW field.

STEP 5 – In the Order Activity Static List Enrollment Settings select the status of an order by selecting the option from the dropdown list in the ACTION field and select a static list from the dropdown list in ENROLL IN LIST field.

STEP 6 – In Customer Activity Static List Enrollment Settings select new user registration and update the user profile in the ACTION field and select a static list from the dropdown list in ENROLL IN LIST field.

STEP 7 – Click on SAVE SETTINGS to save all the changes.

 

HubSpot WooCommerce Integration-enrolling-in-workflows-and-static-lists

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