HubSpot Overview

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
  • LifterLMS
  • MemberPress
  • Give
  • 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 “Sync Products” is enabled, products are automatically synced from WordPress to HubSpot at checkout

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.

How it Looks

WooCommerce

The deal is added to HubSpot and associated with the contact record of the customer
A note is added to the deal containing the products purchased (if “Add Note” is selected)

Event Espresso

The Event Espresso transaction is synced to HubSpot as a deal, including the contact who made the registration, and a line item (in the right sidebar) indicating the ticket purchased.

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 Addons tab in the WP Fusion settings.

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

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(
			'associatedVids' => array( 123 ), // associated contact IDs
		),
		'properties'   => array(
			array(
				'name'  => 'dealname',
				'value' => 'WooCommerce Order #123', // title
			),
			array(
				'name'  => 'pipeline',
				'value' => 'default',
			),
			array(
				'name'  => 'dealstage',
				'value' => 'closedwon',
			),
			array(
				'name'  => 'closedate',
				'value' => 1614617984000, // closed date - microseconds since the epoch
			),
			array(
				'name'  => 'amount',
				'value' => 122, // total deal amount
			),
		),
	); */

	$deal['properties'][] = array(
		'name'  => 'custom_deal_text_field', // This sets a custom property
		'value' => admin_url( 'post.php?post=' . $order_id . '&action=edit' ),
	);

	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:

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