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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.

This is a quick reference for bulk linking Infigo customers to a Connect integration user by setting the customer’s External ID during Customer CSV Import.

It applies to any Connect plugin that exposes a customer external reference field via the CSV Import page or when clicking the Connect Link button on a customer entry. Common examples include Connect: printIQ, Connect: Tharstern, Connect: CERM, and Connect: Veracore.

This does not bulk create customers in your MIS or other external system. It links customers across systems using the external identifier.

For the full customer import walkthrough and troubleshooting, use the main guides here:

• https://academy.infigo.net/p/2428

• https://academy.infigo.net/p/291

When to use this

Use this when you are implementing an MIS or integration alongside Infigo and you want to:

• Bulk import customers into Infigo.

• Bulk update existing Infigo customers.

• Avoid opening each customer record just to press a Connect button, by supplying the external ID in the import instead.

Before you start

1. Ensure your Connect plugin is enabled and configured. Use the Academy setup guide for your plugin.

2. Gather the correct external identifier for each customer from the connected system. The exact value depends on the integration and the customer record structure in that system.

3. Keep imports manageable. We recommend 200 customers per CSV, then upload multiple files one after another if needed.

Step by step: bulk link customers to a Connect plugin via CSV Import

1) Download the Customer Template CSV

Go to Admin → Customers → Customer Management → CSV Import, then select Download Customer Template CSV.

2) Find the correct External ID column header for your Connect plugin

On the same CSV Import page, look for the info section that lists plugin link columns. It will show you the exact header text to use for each enabled Connect plugin.

Important notes:

• The headings are case sensitive.

• The value is usually not required, so you can include it only for customers you want to link.

3) Add a new column to your CSV using that exact header

Add a new column to the template CSV. The column header must match what the page shows for your plugin.

Example only: if you are using Connect: printIQ, the header shown is Mis.PrintIQ. Your environment may show different headers depending on which plugins are enabled.

Then populate each row with the customer’s external ID from the connected system.

4) Populate the rest of the customer rows as normal

Fill out the customer details you want to import or update. You do not need to fill every field. The importer validates the rows and reports any issues so you can fix and re upload.

For the full field list and import behaviour, use:

• https://academy.infigo.net/p/2428

• https://academy.infigo.net/p/291

5) Upload the CSV and run the import

Upload your CSV in the CSV Import tab and run the import. Infigo will create or update the customers, and store the external ID values so the customers are linked to the relevant Connect integration without needing per customer manual linking.