HubSpot CRM Integration for Order Tracking

What this article covers

This article explains how to configure the new HubSpot CRM integration using Infigo MegaScripts.
You’ll learn how the integration works, what’s included, and how to set it up to automatically create or update contacts, deals, and order data in HubSpot when a customer places an order.

About this feature

The HubSpot CRM integration allows you to automatically synchronise Infigo customer and order information with your HubSpot environment.
When configured, Infigo uses a MegaScript to connect with the HubSpot API — creating or updating contacts, deals, and related records whenever an order is placed.

This ensures your sales and marketing teams can track live order progress directly in HubSpot without manual data entry, maintaining a single, accurate source of truth between systems.

What’s included

• A new integration workflow between Infigo and HubSpot CRM

• Ability to create or update contacts, deals, and orders automatically

• Integration built on MegaScripts, giving you full control over mapping and behaviour

• Support for affiliate-based deal naming and linking

• Configurable success and error handling pages

Key settings

• MegaScript trigger: Set to run On Place Order so HubSpot receives data when orders are confirmed.

• HubSpot Properties: Define mapping for deal and contact objects (pipeline, deal stage, owner ID, etc.).

• Affiliates: Links orders to affiliate data for structured deal naming and tracking.

• Plugin Connection: Managed through Connect: Scripting to tie your MegaScript instance to storefront events.

Use cases

• Sales automation: Automatically create a HubSpot deal whenever a customer places an order.

• Customer management: Keep customer and contact details in sync between HubSpot and Infigo.

• Marketing visibility: Give sales and marketing teams a unified view of order status and pipeline performance.

• Affiliate tracking: Use affiliate links to group deals or attribute them to sales partners.

Step-by-step implementation

Step 1 – Create the MegaScript

1. Ask our support team for the needed MegaScript and they will provide this. Then go to Admin → MegaScript Management and click Add New. Create a new script using the MegaScript our support team provided.

2. Navigate to Admin → MegaScript Instances and create a new instance based off of the script you created above

3. Choose Trigger on Event and set it to Place Order.

4. Enter your configuration JSON, including HubSpot connection details, for example:

    

   {
logLevel: 4,
pluginSystemName: 'mis.scripting',
hubSpotProperties: {
deal: {
pipeline: 'default',
dealStage: 'closedwon',
associationCategory: 'HUBSPOT_DEFINED',
associationTypeId: 3,
// hubspot_owner_id: xxx,
},
contact: {
// hubspot_owner_id: xxx
}
}
}

5. Save the MegaScript.

Step 2 – Connect the MegaScript to your storefront

1. Navigate to Connect Plugins → Connect Scripting.

2. Select your storefront and assign the MegaScript you just created to the Place Order event.

3. Save changes.

Step 3 – Set up affiliate tracking (optional)

1. Go to Admin → Affiliates and create a new affiliate.

2. Copy the generated affiliate URL.

3. Share this URL or use it in campaigns — orders placed through it will automatically link to the affiliate ID.

Step 4 – Test the integration

1. Place a test order in your storefront.

2. In HubSpot, verify that:

   • A contact is created or updated for the customer’s email address.

   • A deal is created in the correct pipeline and stage.

   • The deal name matches your affiliate or customer mapping.

3. Confirm no duplicate records are created.

Step 5 – (Optional) Customise error handling

1. Use the success and error configuration options in your MegaScript to display different pages depending on API response.

2. This helps provide clear messaging to users or trigger internal notifications if synchronisation fails.

Tips & best practice

• Test your configuration with a sandbox HubSpot account before going live.

• Keep API credentials secure — do not hardcode keys in plain text.

• Review HubSpot rate limits if you expect high order volumes.

• Use MegaScript logging (logLevel 4) for detailed troubleshooting.