Overview video
0:00 Connect your storefront to HubSpot
0:03 Connect HubSpot sends customers, departments and orders from your storefront to your HubSpot account, so they're in your CRM without anyone re-keying them.
0:13 A new department becomes a HubSpot Company. A customer who registers becomes a Contact, matched on email first. And, if you turn deals on, every placed order becomes a Deal. It's one way, from your storefront to HubSpot, and it runs in the background.
0:29 Here's what HubSpot receives when a customer registers and creates a department. A Company with the department name, and a Contact with their email, name, phone and address, linked to it.
0:41 With deals on, the order arrives as a Deal on that Contact. It's named after the company, its amount is the order total, and it goes into the pipeline and stage you choose.
0:52 You connect with a private app token from your HubSpot account, pasted into the plugin's settings in your admin area.
0:59 Records are created once, and later changes aren't sent. The step-by-step guide on this page shows the full set-up.
Step-by-step video
0:00 Set up Connect HubSpot
0:03 In this tutorial we'll connect your storefront to HubSpot, and look at what arrives there. Before you start, ask Customer Support to enable Connect HubSpot for your storefront.
0:14 Go to Configuration, Plugins, then Connect Plugins. Connect HubSpot is listed here, with a Configure button and a Check Connection button.
0:23 Next, in Configuration, Settings, Connect Settings, tick Connect HubSpot under Enabled Connect Plugin, and save.
0:31 Now, in HubSpot, a user with full administrator permissions creates a private app. Give it these four scopes: read and write contacts, write companies, and write deals. Then copy its access token. Treat it like a password.
0:46 Back in Connect Plugins, click Configure next to Connect HubSpot. Paste the token into Access token. Leave the API URL as it is.
0:56 Create companies is on by default, so each department created from now on becomes a HubSpot Company. Untick it if you only want Contacts. The association settings can stay as they are.
1:08 Field mapping is optional. Leave it on None to send the standard fields. A Mega Script here replaces them for that record type.
1:17 To send orders, tick Create deals. Then enter the pipeline and stage as the ids HubSpot uses for them, not their display names. You'll find both in your HubSpot deal pipeline settings.
1:29 Save. Then, on Connect Plugins, click Check Connection. A green message confirms your storefront reached HubSpot.
1:37 From now on, new departments become Companies, customers who register become Contacts, and, with deals on, placed orders become Deals. It all happens in the background, so nobody waits for HubSpot.
1:50 Your departments are in Customers, Departments. Each new one becomes a HubSpot Company, together with its first customer.
1:58 When a customer registers with a new department, HubSpot gets the Company, and a Contact linked to it, with their email, name, phone and address. Blank fields are left out.
2:09 And each placed order becomes a Deal on that Contact, with the order total as its amount.
2:16 If the check fails, the message includes HubSpot's own reason. Invalid authentication means HubSpot didn't accept the token. Paste a fresh one, and check again.
2:27 To dig deeper, tick Verbose Logging Enabled in Connect Settings. Every HubSpot call is logged, with customer details masked. Failed calls are always logged. Turn it off again when you're done.
2:39 That's it. New customers, departments and orders now arrive in HubSpot. Remember, records are created once, and later changes aren't sent.
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