This website uses cookies

Our website, platform and/or any sub domains use cookies to understand how you use our services, and to improve both your experience and our marketing relevance.

HubSpot Integration For WooCommerce: A WordPress Plugin For Sales Management

June 18, 2021

8 Min Read
HubSpot-Integration-For-WooCommerce

With the continually evolving business landscape, proficiency in closing sales is not enough anymore. For maximizing profits and achieving that extra growth, you need to learn some new sales management techniques.

Sales management deals with the following operational aspects:

  • Forming sales strategies
  • Merchandising and pricing of products
  • Promotion activities
  • Planning, supervising, and tracking sales personnel
  • Optimizations for achieving desired results

In order to achieve sustainable growth, online businesses need to implement all of the above processes.

WordPress is a massive ocean of plugins that you can deploy to customize and optimize the platform to fit your business model. One such plugin is WooCommerce.

WooCommerce is an eCommerce plugin that gives you the flexibility of transforming your website into a fully functional online store. There are over 1,800,000 live sites that are currently using WooCommerce. Many websites are integrating their software/tool with WooCommerce like LearnDash is fully integrated with WooCommerce. It is a robust solution for everyone who either has an active online store or are planning to launch one.

Now, HubSpot is an all-in-one inbound marketing software for launching and managing effective marketing campaigns and increasing the number of happy customers. In fact, HubSpot is a complete stack that offers marketing, sales, and customer service with a completely free CRM at its core.

What can you expect more?

But this review is neither about WooCommerce nor HubSpot. The review is about an incredible plugin – HubSpot Integration For WooCommerce by MakeWebBetter.

Why do you need HubSpot Integration For HubSpot?

Integrating HubSpot and WooCommerce can turn your eCommerce store into a marketing and sales powerhouse. The only problem is the absence of a native integration between HubSpot and WooCommerce. Thus, MakeWebBetter’s HubSpot Integration For WooCommerce is a readily available FREE solution.

Now there are several third-party integrations on the market. MakeWebBetter is one of HubSpot’s Gold Solutions Partner with 30+ positive reviews for its remarkable integration process.

overall rating

Not only this, but the plugin has also received great appreciation at the world’s most powerful review platform, Trustpilot.

trus pilot

With over 170+ reviews, the plugin enjoys a rating of 4.7 out of 5 stars. In short, Hubspot Integration For WooCommerce is a great deal for people looking to sync their WooCommerce contacts.

Now, let’s see some major features of the plugin that makes it a great option as a bridge between WooCommerce and HubSpot.

HubSpot Integration For WooCommerce Features

The following is a list of the prominent features of the HubSpot Integration For WooCommerce plugin

1. All Your WooCommerce Data At One Place

The plugin lets you sync all your WooCommerce data like products, customers, and order with the HubSpot CRM for quick success.

HubSpot Integration For WooCommerce Features

The dashboard offers pre-mapped fields and pre-built workflows. Thus, based on your customer’s purchase history, you can send your post-purchase follow-ups.

2. Track Your Performance With Ecommerce Reporting

For sustainable growth, making data-driven decisions is imperative — this where the HubSpot Integration For WooCommerce plugin comes into action.

Track Your Performance With Ecommerce Reporting

Once the plugin imports all your WooCommerce data to HubSpot, the next thing you’ll see all your eCommerce data on the screen. With the help of this data, you can make smart decisions for optimizing your marketing efforts and improve your sales revenue.

3. Customer Segmentation Based On RFM Score

Hubspot Integration For WooCommerce allows you to analyze customer behavior and put them into different segments. It uses the conventional yet highly effective customer segmentation technique, the Recency, Frequency, and Monetary Analysis (RFM) model.

hubspot woocommerce integration pro

The RFM model lets you create a highly effective customer targeting strategy. By knowing their RFM score, you can target a specific group of prospects that are highly profitable for your business.

4. Automate Your Processes With Workflows

With the help of HubSpot Integration For WooCommerce, you can create workflows for automating your marketing tasks. You might be aware of the fact that lead nurturing is made up of a series of steps, and each level has to be undertaken carefully for building effective customer relationships and conversion rates.

Automate Your Processes With Workflows

The plugin comes with pre-built eCommerce workflows that are ready-to-use and cover almost all aspects of a buyer’s journey. The plugin gives you the power of segmenting your customers on the basis of their RFM score, and later, with the help of automated workflows, you can take action on it.

5. Manage WooCommerce Orders With HubSpot Deals

The WooCommerce orders are known as deals in HubSpot. The HubSpot deals are actually opportunities in which there are chances your HubSpot contact (prospect) is ready to take some action, like making a purchase.

Manage WooCommerce Orders With HubSpot Deals

The HubSpot Integration For WooCommmerce gives a visual representation of your sales process known as the sales pipeline.

The best part, HubSpot deals provide an easy revenue forecast and let the merchant make a prediction of profit and loss on the discounts offered to customers.

6. Easy To Use Ecommerce Dashboard

The most important feature for any plugin or software is how convenient it is to use. So let me tell you that the HubSpot Integration For WooCommerce comes with an easy to use that eCommerce dashboard that is very convenient even for a non-technical individual.

Although I’ll be discussing the setup later in this article, for now, I would like to mention that on setting up the plugin, it gives you 7 default reports on your dashboard.

Here are the seven pre-built reports:

  • Order snapshot
  • New sale process summary
  • Average Order Value by source
  • Lifetime Order Value by source
  • Net new customers vs. last month
  • Sales processed this month vs. goal
  • Number of abandon carts recovered

So, these were some major features offered by HubSpot Integration For WooCommerce. Apart from these, there are many other generic features that I haven’t discuss like:

  • Re-establish relations with customers who have abandoned carts in your store.
  • Mapping of HubSpot contact properties in the form of WordPress user fields.
  • ROI Tracking reports.
  • Creating targeted coupons and discount offers.

Now, without any further delay, let us into the next part of this article – “How to set up HubSpot Integration For WooCommerce?”

Steps To Install And Setup HubSpot Integration For WooCoomerce

Now we’ll start with the interesting part of this article and i.e. how to install HubSpot Integration For WooCommerce and start syncing your WooCommerece data on HubSpot. Also, in this process, you’ll see how easy the plugin is as mentioned by me earlier:

1- Connecting HubSpot Account To WooCommmerce

The plugin can be easily downloaded from your WordPress dashboard or click on the link:

Now the next step is to connect your existing HubSpot account.

Free Download Link

If you’re new to HubSpot then click on the, “Create A Free Account” button and create a free HubSpot account.

2- Creating Groups And Properties in HubSpot

So once you’ve logged into your HubSpot account or created a new account, the next move is setting up groups and properties.

– Navigate To Groups And Properties

Once you’ve logged into your Hubspot account and hit the continue button and navigate to “Groups and Properties.”

– Creating Groups and Properties

When you click on the “Create Groups And Properties Button”, the plugin will automatically sync the following information:

  • Order Information
  • Cart Abandonment Details
  • Previous Purchases
  • New Purchases

And so on…

– View Groups And Properties

For viewing your groups and properties navigate to Settings and then Properties. 

Creating Groups And Properties in HubSpot

Now select your desired group or properties to make edits.

3- Setting Up Smart Customer Segmentation Lists

Once the integration is successfully enabled, you’re are ready to segment your customers into different groups as per their purchase history, actions, behavior, or RFM score.

Just follow these simple steps:

– Creating Lists

Got to the List tab and click on Create List. Once the list is created, the WooCommerce customer information will be automatically updated and will reflect on HubSpot.

– View Lists and Make Edits

To view, your lists navigate to Contacts and then Lists. Now select the desired list to edit.

Setting Up Smart Customer Segmentation Lists

4- Syncing WooCommerce Historical Data With HubSpot

This step will let you see all your WooCommerce data in HubSpot thus, letting you engage with your customers or contacts right away.

Just drag your cursor to the Sync tab and click Sync Now.

Syncing WooCommerce Historical Data With HubSpot

You’ll now able to see all your WooCommerce customer data on the HubSpot’s dashboard.

Once the WooCommerce data is synced you can now visit your Centralised Dashboard and perform various functions like creating offers, change Abandon Cart Settings, automating sales and marketing tasks, or even seeing your customer order history known as deals in HubSpot.

I’ll discuss some of these properties in brief:

Sync Settings

The feature lets you export all your WooCommerce customer and also WordPress user data to HubSpot.

Sync Settings

– Deal Settings

Here you can map the deal stages with eCommerce pipeline deal stages. Though, the mapping is already done for the default WooCommerce order statuses.

Deal Settings

– Abandon Cart Settings

Here you can sync all the abandoned cart details to HubSpot for a specific time span. Thus, letting you visualize your abandoned cart details in HubSpot.

Abandon Cart Settings

– Automation Settings

The best feature that makes me crave for this plugin is automated workflows. With HubSpot Integration for WooCommerce, you get some pre-defined workflow templated that automates the redundant marketing tasks like sending an eMail.

You can also create your own custom workflows that match well with your goals.

Automation Settings

– RFM Settings

The RFM settings are available within the Advanced Settings of the plugin.

RFM Settings

With the RFM segmentation, you can target a specific cluster of customers based on their Recency, Frequency, and Monetary score.

Advance settings

So now you can be more relevant or personalized when talking about communicating with your customers.

With this, we’re over with the installation and plugin set up. I’ve also, discussed the usability of some basic and important features of the plugin that optimizes customer targeting and lead generation processes.

Final Thoughts

I hope you found this article useful and I was successful in covering all the aspects of HubSpot Integration For WooCommerce. HubSpot and WooCommerce are two powerful entities that rule the eCommerce world. Connecting your WooCommerce store with HubSpot allows you to make the most out of them.

With HubSpot Integration For WooCommerce, you can have all of that, and that too free.

So what are you waiting for?

Download and install the plugin to automate your sales and marketing processes to capture leads and build a strong customer base.

Disclaimer-  This is a guest post by Himanshu Rauthan. He is an entrepreneur, Co-Founder at MakeWebBetter, BotMyWork, and the Director of CEDCOSS Technologies. He has worn many hats in his career – programmer, researcher, writer, and strategist. As a result, he has a unique ability to manage multi-disciplinary projects and to navigate complex challenges.

Share your opinion in the comment section. COMMENT NOW

Share This Article

Customer Review at

“Great performance for the price, and plenty of control”

Sean P [SMB Owner]

Saud Razzak

Saud is the WordPress Community Manager at Cloudways - A Managed WooCommerce Hosting Platform. Saud is responsible for creating buzz, spread knowledge, and educate the people about WordPress in the Community around the globe. In his free time, he likes to play cricket and learn new things on the Internet. You can email him at [email protected]

×

Get Our Newsletter
Be the first to get the latest updates and tutorials.

Thankyou for Subscribing Us!

×

Webinar: How to Get 100% Scores on Core Web Vitals

Join Joe Williams & Aleksandar Savkovic on 29th of March, 2021.

Do you like what you read?

Get the Latest Updates

Share Your Feedback

Please insert Content

Thank you for your feedback!

Do you like what you read?

Get the Latest Updates

Share Your Feedback

Please insert Content

Thank you for your feedback!

x

For 4 Months

Promo: BFCM2021
  • 28

days

  • 28

Hours

  • 28

Mins

  • 28

Secs