HubSpot Enhanced Ecommerce

#Overview

WP Fusion’s Enhanced Ecommerce Addon (available for Plus and Professional license holders) supports sending ecommerce transaction data as Deals to your HubSpot account for sales made in:

• WooCommerce
• Easy Digital Downloads
• Event Espresso
• GiveWP
• Gravity Forms
• LifterLMS
• MemberPress
• and Restrict Content Pro

#Getting started

Once you install the addon, Deals will automatically be added to Hubspot when someone makes a purchase on your site.

The deal title will be name of the order in WooCommerce (or other supported ecommerce plugin), and the deal value will be set to the total amount of the sale.

The default stage for new deals is Sales Pipeline » Closed Won, but you can change this via the Enhanced Ecommerce tab in the WP Fusion settings.

If you’ve just added a new pipeline or stage, click Resynchronize Available Lists and Fields on the Setup tab to load the latest values.

#Products

Optionally you can have WP Fusion sync products from WooCommerce (or any other supported ecommerce plugin) to HubSpot, and add those products as line items on deals.

When you’ve enabled Sync Products, products will automatically be created in HubSpot as people check out in WordPress.

You can also manually associate WooCommerce and other products with HubSpot product IDs. For more info see the Enhanced Ecommerce Overview documentation.

#How it works

When a customer checks out on your site, WP Fusion will create a new deal in Hubspot with the order label, date, and invoice total. This sale data will be associated with the contact record who made the purchase.

If you’ve enabled Sync Products, then each of the products from the order will be synced to HubSpot with their name, price, and SKU. Each product will then be associated with the deal.

#Multi-currency

If you’re selling in multiple currencies, for example using WooCommerce Multi-Currency, WP Fusion can sync order totals to HubSpot in the currency used at checkout.

To set this up you will first need to add any desired currencies to HubSpot by going to Settings » Account Defaults » Currencies.

#How it looks

#WooCommerce

#Event Espresso

#GiveWP

#Video – Enhanced Ecommerce – Hubspot

#WooCommerce order statuses

If you’re using WooCommerce you can also associate WooCommerce order statuses with deal stages in HubSpot. This setting appears under the Enhanced Ecommerce tab in the WP Fusion settings.

When the order status is updated in WooCommerce, the deal stage will be updated in HubSpot.

#Modifying the API data

WP Fusion supports using filters to modify the data sent to HubSpot with an ecommerce order.

#Ignore free orders

This example bypasses creating a deal for any free orders.

function ignore_free_orders( $deal, $order_id ) {

	if ( empty( $deal['properties']['amount'] ) ) {
		return false;
	}

	return $deal;

}

add_filter( 'wpf_ecommerce_hubspot_add_deal', 'ignore_free_orders', 10, 2 );

#Exclude taxes

This example subtracts the amount of tax paid (if applicable) from the deal total.

function orders_tax_exclusive( $deal, $order_id ) {

	$order = wc_get_order( $order_id );

	$deal['properties']['amount'] -= $order->get_total_tax();

	return $deal;

}

add_filter( 'wpf_ecommerce_hubspot_add_deal', 'orders_tax_exclusive', 10, 2 );

#Custom deal fields

At the moment WP Fusion doesn’t have a visual interface for associating WordPress data with custom deal fields in HubSpot.

However you can still make this work using the wpf_ecommerce_hubspot_add_deal filter.

First go into the Properties editor in HubSpot and find the internal name for your property.

In this case we’re going to update the Custom Deal Text Field field, which has an internal name of custom_deal_text_field, and update it with the edit link to a WooCommerce order.

function my_custom_deal_properties( $deal, $order_id ) {

	/* $deal is structured like:

	$deal = array(
		'associations' => array(
			array(
				'to'    => array(
					'id' => 123, // contact ID.
				),
				'types' => array(
					array(
						'associationCategory' => 'HUBSPOT_DEFINED',
						'associationTypeId'   => 3,
					),
				),
			),
		),
		'properties'   => array(
			'deal_currency_code' => 'USD', // currency.
			'dealname'           => 'WooCommerce Order #123', // title.
			'pipeline'           => 'default', // pipeline.
			'dealstage'          => 'closedwon', // stage.
			'closedate'          => 1614617984000, // closed date - microseconds since the epoch
			'amount'             => 123.00, // total deal amount.
		),
	); */

	$deal['properties']['custom_deal_text_field'] = admin_url( 'post.php?post=' . $order_id . '&action=edit' ); // set the custom property.

	return $deal;

}

add_filter( 'wpf_ecommerce_hubspot_add_deal', 'my_custom_deal_properties', 10, 2 );

And here in HubSpot you can see that when WP Fusion creates the deal, the custom properties are automatically populated:

#Customize note content

If you enable the Add Note options in the WP Fusion Enhanced Ecommerce settings, WP Fusion will attach a note (also known as an “engagement”) to your newly created deals containing the products purchased and line item totals.

It’s possible to override the contents of this note using the wpf_ecommerce_hubspot_add_engagement filter.

/**
 * Add address to HubSpot note
 */
function add_address_to_note( $engagement_data, $order_id ) {

	/* $engagement_data is structured like:

	$engagement_data = array(
		'engagement'   => array(
			'type' => 'NOTE',
		),
		'associations' => array(
			'dealIds' => array( $deal_id ),
		),
		'metadata'     => array(
			'body' => $body,
		),
	); */

	$order      = wc_get_order( $order_id );
	$order_data = $order->get_data();

	$new_text = '<br />Address:';
	$new_text .= '<ul>';
	$new_text .= '<li>Address 1: ' . $order_data['billing']['address_1'] . '</li>';
	$new_text .= '<li>Address 2: ' . $order_data['billing']['address_2'] . '</li>';
	$new_text .= '<li>City: ' . $order_data['billing']['city'] . '</li>';
	$new_text .= '<li>State: ' . $order_data['billing']['state'] . '</li>';
	$new_text .= '<li>Postcode: ' . $order_data['billing']['postcode'] . '</li>';
	$new_text .= '</ul>';

	$engagement_data['metadata']['body'] .= $new_text;

	return $engagement_data;
}

add_filter( 'wpf_ecommerce_hubspot_add_engagement', 'add_address_to_note', 10, 2 );

This example appends the customer’s billing address to the contents of the note.

For more information on engagements, see the HubSpot API documentation.