• 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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

HubSpot Magento Two-way Syncing Addon is an extension developed for our HubSpot Magento Integration that lets you sync your contacts between HubSpot CRM and Magento store bidirectionally.

If you install this addon, you can sync your contacts from HubSpot CRM to your Magento store or vice versa

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 Two-way Syncing addon, you can start syncing your contacts bidirectionally from HubSpot CRM to Magento or vice versa.

All the HubSpot Magento Integration Plugin’s default properties (HubSpot Contact Properties & properties created through our HubSpot Extension) data will be imported through this addon on your Magento store.

In the Configuration, you can map the HubSpot Properties to the Magento Customer Attributes which can either be default Magento customer attributes or the custom attributes that you want the details to be saved.

Moreover, if you require any further properties to be synced from Magento to HubSpot according to your business needs, those can also be managed as custom properties.

You can go to the Customer Import and Syncing section to configure the settings of this addon from your Magento configuration.

In this section, you’ll find these settings:

• Enable HubSpot Customer Import: Enable/Disable the plugin.
• Select Store for Creating New Customer: Select the store you want to create new customers in.
• Required Attributes for Creating New Customer: Select the attributes or properties you want to create in your HubSpot portal.
  
  ( * Note: Email, First Name and Last name should be selected to create customers on Magento since these are the required attributes.)
• Field Mapping: Map the plugin’s properties with HubSpot’s contact properties.

After configuring the settings, click on the Save Config button to save your changes.

To view your synced customers in Magento’s backend, you can navigate to Customers > All Customers and you’ll see all the customers synced from either platform.

To view all the synchronized contacts in HubSpot CRM, go to your HubSpot portal and navigate to Contacts > Contacts and you’ll see the synced contacts data over there.

MWB GF Integration for HubSpot connects your Gravity forms to your HubSpot CRM so that all data received through those forms is automatically sent over HubSpot. You can use this integration to sync data from Contacts, Companies, Tickets, Tasks, and Hubspot Forms.

Here are some key features of GF Integration for HubSpot:

• Connects Gravity Forms with HubSpot
• Associate Form fields with HubSpot fields
• Filter GF submissions as per feeds
• Comprehensive sync logs
• Wipe delete on deactivating plugin
• Email notification on sync error
• Delete logs after N days
• Clear and download logs

Benefits:

• Helps you automate lead generation and nurturing
• Refine your targeting by letting you filter form submission data
• Makes it simple to discover and fix errors through detailed logs

There are two ways to install the plugin:

• Automatic Installation

Follow these steps to install this GF HubSpot Integration automatically:

1. Open the dashboard of your WordPress website. From the admin panel, navigate to the sidebar.
2. Go to Plugins > Menu > Add New
3. On this “Add Plugin” page, go to the search bar and browse “MWB GF Integration for HubSpot.”
4. Find the plugin, MWB GF Integration for HubSpot, and click Install Now.

• Manual Installation

Manual installation includes uploading the desired plugin to the web server via your favorite FTP application after downloading it.

Since MWB GF Integration for HubSpot is a free plugin, you can easily download the plugin from WordPress.org. After that, you can follow these steps for manually installing the plugin:

1. Unzip the file after downloading the plugin on your system.
2. Upload the unzipped MWB GF Integration for HubSpot plugin folder to the wp-content/plugins directory.
3. Activate the plugin through the ‘Plugins’ menu in the WordPress admin panel.

On activation of our plugin, you’ll see a submenu with the name HubSpot under Forms. You can access the plugin through there.

After installing and activating the plugin both the Gravity Forms and our GF integration plugin, go to the plugin settings of our integration where you’ll see this window asking you to connect your account.

Click on the “Connect your Account” button, a window will appear asking you to authorise your app.

There are two ways to authorise your app here: 1) Using the global app, and 2) Using your own app:

1. Authorization using global app

• To do the authorization through the global app, keep the toggle disabled and click on the Authorize button.
• A list of all HubSpot portals associated with your account will be displayed. Choose the one you want to connect and click on the Choose Account button.

• That’s all required to set up this MWB GF Integration for HubSpot plugin using the global app method. Let’s move on to the second method.

2. Authorization using your own app

• To do the authorization through your own app, enable the toggle. Once you enable it, you’ll see some fields asking you to enter credentials like Client ID, Client Secret, Scopes, Redirect URI.

• At the bottom right, there’s a link that says “Show me how.” When you click on it, a popup will appear with instructions on how to obtain all of these credentials.

• After getting all the credentials, enter them in their respective fields and click on Authorize.
• The setup will now proceed in the same manner as it did in the Global App method. After successfully installing the plugin, you will see the dashboard and be able to use it.

Once you’ve successfully installed the plugin, you’ll be taken to the dashboard, where you can view the connection status and the number of forms whose data has been successfully synced over HubSpot.

Feeds are the plugin’s heart. Everything related to data sync can be done from here. So, once you’ve navigated to the feeds section, you’ll notice an Add Feeds button.

Click on the Add Feeds button to create a new feed. You’ll see this window after clicking the Add Feeds button.

At the top, you’ll see the name of your feed, as well as some other options. Here’s the detail of these options:

• Select Gravity Form

You’ll see a dropdown where you can select the form you created with the Gravity Forms plugin under this section. After selecting the form, you need to select the HubSpot Object for which you want to sync data.

• Select HubSpot Object

Using this setting, you can select the HubSpot object. These objects include Contact, Company, Task, Tickets, Checkout Form. Once you select an object, some settings will appear called Map Fields, Add New Field, Primary Field.

• • Map fields
    
    

Through this setting, you can map fields with the value those fields will hold.

• Add new field

You can add new fields you want to map data for. For example, if you want to sync the data for the Job Role as well, you can add the Job Role field from here.

• Primary field

The primary field setting allows you to specify which field will act as the primary key.

Note: Primary Field setting won’t appear if you select Task and HubSpot form object.

• Condition Filter

Condition Filter is another feature available under feeds. You can specify some conditions for form data syncing in this setting. These filters are based on AND/OR logic. In the case of AND, every condition should be true while in OR, if either of the conditions is true, the data will sync.  If no conditions are true, the form data will not be synced over HubSpot.

The logs section lets you check the details of all the data synced successfully or failed to sync. It shows multiple details like Feed name, Feed ID, HubSpot Object, HubSpot ID, Event, and Timestamp. You can also see the request and response if you click on the Expand(+) button.

This section contains these settings:

• Enable logs

Enabling this toggle will allow you to save logs. If you disable this toggle, no logs will be displayed in the logs section.

• Plugin Data

Enabling this toggle will delete all the data you’ve synced when you disconnect/deactivate the plugin.

• Email Notification

This option allows you to send an email notification whenever there is an error while syncing the data.. You can enter the email where you want to receive the notification.

• Delete logs after N days

In this setting, you can set the number of days you want to save the logs for. For instance, if you set 14 days here, all the logs older than 14 days will be deleted.

Contact form 7 Mautic integration plugin is an integration of contact form 7 with Mautic. It sends all the data ( form submissions/ entries  ) over Mautic as per the modules of Mautic. This can help in creating contacts, companies over Mautic.

Features

• Upload attachments to Mautic contacts.
•  Assign users  to contacts and companies
• Assign Company to contacts
• Add CRM entry notes
• Add contact to a segment
• Add contact to a campaign
• Assign tags to contacts
• Manually sync data
• Save form submissions
• Add notes to submissions
• Edit CF7 submissions
• Export CF7 submissions as CSV
• Additional information about submission

Contact Form 7 is a conventional plugin to create contact forms. It includes multiple features and functionalities. However, it doesn’t provide any specific feature to sync form data with the CRM like Mautic.

Therefore, this plugin helps you in syncing all your form submissions and entries over Mautic, and to do so, you must have the following conditions fulfilled.

1. You must have the Contact Form 7 plugin installed and activated.
2. You should have an active Mautic account.
3. Get the MWB CF7 Integration with Mautic installed and activated. It is the free version of the plugin and you can get it on WordPress.org or download it from here, directly. 

Note: If you already have the .zip file of the plugin, please proceed with the installation process else buy the plugin to proceed further.

• Go to the WordPress admin panel > Plugins > Add New > Upload Plugin.
• Click on the Choose Plugin option and select the downloaded .zip file of the CF7 Integration with Mautic plugin. 
• Click on “Install Now”. 
• Go to Plugins > Installed Plugins > CF7 Integration with Mautic. Click on “Activate” to enable the plugin.

After your plugin is installed and activated, you’re all set to proceed ahead with the connection and authorization process. 

To start working with Contact Form 7 Integration plugin and to sync data over Mautic, you need to connect the plugin with your Mautic account first. And then you need to Authorize the connection. To do so, please follow the steps mentioned below – 

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Follow the steps below to proceed with the basic authentication type – 

• Select the Authentication Type as “Basic” from the drop-down menu.
• Add your Username, Password, and Mautic URL.
• Click on the “Authorize” button.

Note: The short guide is attached below to guide you through the Basic authentication process.

Critical: You don’t need to enable the API keys in the Mautic account while using Basic authentication.

Note: The oauth2 Authentication type requires you to enable the API keys for a more secure connection.

To Connect your Mautic Contact Form 7 integration plugin using the OAuth2 authentication type, follow the steps below –  

• Select the “OAuth2” from the Authentication Type drop-down menu.
• Add your Client ID, Client Secret ID, and your base Mautic URL.
• Click on the “Authorize” button. 

Note: You can generate your Client ID and Client Secret ID from the API Credentials tab of your Mautic Settings menu. For more information, refer to the short guide attached below or connect with us.

After you submit all the required information, click on Authorize. If you’re establishing the connection for the first time, you’ll be prompted with a window asking for the permissions. Click on “Accept” to proceed.

Once the authorization completes, you’ll be notified with the “Setup Completed Successfully with CF7 Integration with Mautic” message. Click on “View Dashboard” to proceed further with the plugin.

This section will help you learn more about the plugin features and how they work.

Once your authentication process completes successfully, you’re redirected to the Dashboard. The dashboard of the CF7 Integration with Mautic includes basic information like –

• The connection details and status
• Buttons to Re-Authorize” or “Disconnect” the connection.
• Synced Contact Forms details
• Total CF7 form submissions
• Resources to help you in case of doubts and confusion like documentation, support, and contact us links.

• Mautic Connection Status: This section of the dashboard includes the connection details like connection type, last token expiry period, connected instance, and buttons to re-authorize and disconnect. 
• Synced Contact Forms: This section of the CF7 integration with the Mautic plugin dashboard shows the count of total Contact Form 7 forms synced over Mautic and also contains a link to the data sync log tab.

• Documentation, Support, Connect: The last section of the dashboard includes direct links to help you out in your preferred ways, in case of any confusion or problem in understanding the plugin.

Feeds are the association rules that help you to map the contact form fields with the Mautic objects to sync the data in a more organized manner.

To Add New Feeds, you must ensure to select the contact form from the drop-down menu that you wish to create feeds for. Then follow the steps as below – 

• Go to WordPress Dashboard > Contact > Mautic > Feeds > Select Form > Add Feeds
• New Feed Page will open. Add the feed name and fill in the required feed details before you “Publish” the feed. the admin can name it.

• Select Form: Select the CF7 form from the drop-down menu that you want to create feeds for.
• Select Object: Select the object you want to associate your CF7 form data fields with Mautic fields. This Mautic CF7 Integration plugin provides 2 objects to select from – Contact and Company.
• Map Fields: Add the fields to your feed first before you proceed with the mapping. Once the fields are added, go to “Map Fields” settings and select the “Field Type” as “Standard Value” or “Custom Value”. Then select the “Field Value” to be mapped from the drop-down menu. Field Value options include the fields from your selected forms.
• Add New Field: To map your contact form 7 data fields with Mautic, you need to first add the required fields. You can select the fields from the provided options and then click on “Add Field”.

This setting allows you to add AND/OR logic statements while syncing the contact form submission data over Mautic. This implies that the form data will only be synced over Mautic when the condition is fulfilled.

Swipe the toggle button right to enable this setting. After enabling this setting, you can associate your form contacts with the user you select from the drop-down menu.