How to Set Up WooCommerce HubSpot Integration in 5 Easy Steps (7 Automated Use Cases Included)

Editorial Team
December 28, 2023
How to Set Up WooCommerce HubSpot Integration in 5 Easy Steps (7 Automated Use Cases Included)

WooCommerce HubSpot integration can be a game changer that enhances user experience and optimizes various business processes.

You can sync your WooCommerce orders with HubSpot integration and create post-purchase engagement campaigns.

Not just that, you can further nurture relationships with your contacts and drive repeat purchases in your store.

As WooCommerce doesn't integrate with HubSpot CRM by default, you need to find the right plugin that seamlessly integrates HubSpot with WooCommerce.

In this post, we'll demonstrate the step-by-step process to set up WooCommerce HubSpot integration in your store.

Furthermore, we'll also explore some crucial must-have automations you can set up with the WooCommerce - HubSpot connection.

WooCommerce HubSpot Integration: Possible Solutions

HubSpot is a popular inbound customer relationship management platform designed to help businesses attract, engage, and delight customers.

It offers a comprehensive suite of tools to empower businesses to optimize their online presence and enhance customer relationships.

HubSpot doesn’t offer direct integration with WooCommerce. However, you can set up the integration with the help of WordPress plugins.

These are the two WordPress plugins you can use:

  • HubSpot for WooCommerce
  • FunnelKit Automations

Let’s go through them one by one.

HubSpot for WooCommerce

The HubSpot for WooCommerce plugin by MakeWebBetter lets you integrate your WooCommerce store with HubSpot.

It helps you grow your business by turning visitors into leads, nurturing leads into paying customers, and thereby fostering the overall growth of your business.

Pros

  • Sync your WooCommerce data - This plugin lets you seamlessly synchronize the WooCommerce order and customer data with your HubSpot account.
  • Track abandoned carts - Track and recover the abandoned carts in your WooCommerce store.
  • Send responsive emails - Create and send beautiful, responsive emails to your leads and customers.
  • Create insightful reports - Create insightful reports on your WooCommerce customers and orders to analyze the performance growth of your business.

Cons

  • Limited automation triggers and actions - The availability of limited triggers and actions limits your ability to drive sales into your store. You can’t set up crucial WooCommerce triggers such as winback campaigns, product subscription workflows, advanced post-purchase sequences, etc.
  • Complex interface - There is a lot of back-and-forth interaction involved. Once you create an automation with a single click on this plugin, you have to go to your HubSpot account dashboard to customize the actions the way you want there.
  • High costs - While WooCommerce and HubSpot for WooCommerce plugins are free, syncing your WooCommerce customers in HubSpot may require upgrading to higher pricing plans.
  • Dependency on different integrations - WooCommerce HubSpot integration may require you to depend on other integration plugins. For example, if you use Gravity Forms to create your form, you’d need a Gravity Form HubSpot add-on for integration.

FunnelKit Automations

FunnelKit Automations is an all-in-one marketing automations and broadcasts CRM designed for WooCommerce and WordPress.

You can set up profitable marketing automations, send email/SMS broadcasts, check detailed analytics, view in-depth contact profiles, etc. - all in one window inside your WordPress dashboard.

Pros

  • Centralized automation platform - FunnelKit Automations is a centralized automation hub that integrates with different WordPress plugins, CRMs, third-party tools, and applications. You don’t need any extra plugins to form a connection with your WooCommerce store.
  • Smart automations - Set up all kinds of automations with different triggers, actions, delays, and goals. These automated sequences include winback campaigns, cart abandonment, upsells and cross-sells product recommendations, welcome emails, smart post-purchase workflows, and more.
  • Easy-to-use interface- You get access to the canvas builder, where you can set up automation workflows. Its easy and intuitive interface allows you to add advanced innovations with a few simple clicks.
  • Conditional workflows - Create smart rule-based conditional automated sequences for your WooCommerce store. For example, you can set up automations for order totals greater than $100 and choose actions you want in your marketing campaigns for them.
  • Advanced integrations - FunnelKit Automations lets you send data to different automation platforms, such as Zapier, Pabbly, Make, Integrately, etc. This allows you to fulfill highly advanced automated use cases the way you want.
  • Detailed analytics - It goes beyond the usual email open rate and click rate. You can now get detailed analytics into orders placed, revenue generated, conversions, and more such data for each campaign.

Cons

  • Premium plugin - FunnelKit Automations’ pricing plan starts at $149.50 annually. However, the pricing seems justified, given the number of features it provides. Moreover, you get one year of customer support 24/7.

Our experts recommend using FunnelKit Automations to connect WooCommerce with Hubspot. It makes the integration process so easy.

Plus, its features, user interface, support, pricing, and the fact that it’s a WooCommerce-centric CRM make it a powerful tool for WordPress.

Get a copy of FunnelKit Automations here:

Refer to our document on step-by-step instructions to install FunnelKit Automations on your website.

How to Set Up WooCommerce HubSpot Integration?

In this section, we’ll demonstrate how you can set up HubSpot and WooCommerce integration. We will use FunnelKit Automations to integrate HubSpot with WooCommerce. 

Step 1: Log in to your HubSpot account

Go to HubSpot and log in to your account.

Login to your HubSpot account either by signing in with Google, Microsoft or SSO

Step 2: Go to the Settings section

You'll be directed to the HubSpot dashboard.

Click on the Settings section from here.

Establish the woocommerce hubspot connection by going to the hubspot settings section

Step 3: Create a private app

Click on Integrations from the left sidebar.

HubSpot API keys are no longer used as an authentication method. Instead, go to the Private Apps.

Go to the private apps - Hubspot no longer uses the api method

Then, hit the ‘Create a private app’ button.

Click on the create a private app button

Enter the name and description of your private app.

Give a name and description of this private app

Next, navigate to the Scopes tab and approve permissions for this app:

Approve permissions for this app in the scopes section

Click on the ‘Create app’ button once done.

Next, confirm the app creation by clicking on ‘Continue creating’ to generate the access token for this app.

Confirm the app creation by hitting the continue creating button

This will create your private app.

Step 4: Copy the access token

Next, copy the generated access token as shown below:

Copy the woocommerce hubspot integration access token

Step 5: Paste the API keys to set up WooCommerce HubSpot integration

Go to the Connectors section under FunnelKit Automations and click on the ‘Connect’ button under HubSpot.

Navigate to the connectors section in funnelkit automations

Paste the API keys and hit ‘Connect’.

Paste the copied access token or hubspot api key to connect woocommerce hubspot integration

You'll get a popup prompt that your HubSpot account is successfully connected.

That's it! This is how you can connect HubSpot with WooCommerce.

How to Create an Automation for WooCommerce HubSpot Integration?

Let’s start by setting up a simple automation with WooCommerce HubSpot integration.

Here, we’ll add our WooCommerce customers to a simple list in HubSpot.

Step 1: Create an automation

Go to the Campaigns ⇨ Automations under FunnelKit Automations and hit the ‘Add new Automation’ button.

Now that you've set up woocommerce hubspot integration, go to automations and click on add new automation

You’ll see a list of pre-defined automation recipes that can be imported and customized. Further, you can even create automations from scratch.

Here, we’ll create our automation from scratch and enter the name of your automation.

Hit start from scratch and enter the name of your automation

Clicking on ‘Create’ will add a new automation.

Step 2: Choose the ‘Order Created’ event trigger

Click on ‘Select Trigger’ and choose the ‘Order Created’ event under WooCommerce.

Select the 'order created' event trigger

Next, configure your event by specifying the order statuses or selecting specific products for which the event should be triggered.

Configure the woocommerce order created event trigger - set the order status, order contains, automation runs on contact

Hit the ‘Save’ once you’ve configured your event trigger.

Step 3: Add the contacts to the HubSpot list

Now that you’ve added the event trigger, let’s specify the action for this automation.

Click on the plus (+) icon and hit the ‘Action’ button.

Click on the plus icon and select action for woocommerce hubspot integration use case

Next, specify the ‘Add Contact to List’ action under HubSpot CRM and click ‘Done’.

Set the add contact to list action

Next, choose the list from the drop-down and hit ‘Save’.

Choose the HubSpot list from the dropdown menu

The triggered contacts will get added to this list.

If you don’t see any list, first create a list in your HubSpot account and sync it using FunnelKit Automations.

Step 4: Toggle the automation to active

Now, it’s time to activate this automation.

For that, toggle the automation to ‘Active’ from the top right.

Toggle the woocommerce hubspot integration automation to active

That’s it! Your WooCommerce HubSpot automation is now live.

Once your customer places an order from your store’s checkout page, it’ll automatically add the contact to this list.

See your woocommerce hubspot automation in action to add a woocommerce customer to a hubspot list

7 WooCommerce HubSpot Integration Use Cases to Set Up in Your Store

By integrating HubSpot with WooCommerce, you can manage and optimize your online business effortlessly.

Here are the 7 important WooCommerce HubSpot use cases you can set up right now.

Use Case #1: Set up a post-purchase sequence based on order total

Post-purchase interactions are always beneficial to help keep your customers engaged in your business.

You can set up a post-purchase sequence based on order total.

You can then incentivize your customers with a discount coupon of, let’s say, 20% if their order total is more than $100. Customers spending less than $100 will get a 10% discount coupon.

Similarly, you can create two separate follow-up workflows for your customers and add them to these workflows by setting up conditional automations.

To set up a conditional workflow, choose the ‘Condition’ after you’ve submitted the event trigger.

Add condition to your woocommerce hubspot integration automation

Next, select the ‘Order Total’ condition and set it to greater than 100.

Choose the order total greater than 100 condition

Once done, click on the action under the if-yes condition.

Add an action under the if-yes condition

Next, select the ‘Add Contact to Workflow’ action.

Next, select the add contact to workflow action

Choose the HubSpot workflow you want to assign to.

Select the post-purchase sequence for high value orders workflow

Similarly, choose the other HubSpot workflow for the if-no condition.

Choose the hubspot workflow you want to add your triggered contacts for the if-else condition

Your post-purchase sequence for WooCommerce HubSpot integration is complete. Now, the triggered contacts will be added to your workflow and will run there in your HubSpot CRM account.

Use Case #2: Add new leads to your HubSpot contacts

Lead generation is the foundation of successful customer acquisition strategies. This way, businesses thrive in competitive markets and build lasting relationships with their audience.

You can now use any form plugins to create a form and capture leads in HubSpot with the help of FunnelKit Automations.

Let’s say you’ve created your form with Contact Form 7, you can easily integrate and capture data by sending them to your HubSpot account.

Choose the ‘Form Submits’ event trigger and configure your form.

Set and configure the form submits event trigger for your woocommerce hubspot integration use case that adds new leads to your HubSpot contacts

Next, add the ‘Create Contact’ action under HubSpot CRM.

add the 'create contact action under hubspot crm in funnelkit automations

Use the ‘Form Field’ merge tag to enter the data in your form.

configure the form field merge tag

Select the email field and copy the generated merge tag.

copy the form field merge tag

Next, paste it into the field.

paste the email merge tag

Similarly, do this for the first name and last name fields.

paste all the data values of first name, last name and email using the merge tags in funnelkit automations

Now, when a lead submits their form, it’ll capture and create a contact with their information into your HubSpot account.

See your new leads getting captured with this woocommerce hubspot integration use case

This is another helpful WooCommerce HubSpot integration use case! You can now nurture these leads and convert them into paying customers.

Furthermore, you can even create a HubSpot contact from new WooCommerce orders.

Use Case #3: Add abandoned cart shoppers to your HubSpot workflows

As per research done by Baymard Institute, 7 out of 10 shoppers online tend to abandon their carts and leave without making a purchase.

It’s important to capture these carts and send cart abandonment recovery automations to bring shoppers back to complete their purchases.

All you have to do is select the ‘Cart Abandoned’ event trigger.

Add the cart abandoned event trigger for abandoned cart recovery automation for woocommerce hubspot integration

Next, assign the ‘Add Contact to Workflow’ action.

Add the triggered abandoned shopper to the workflow

You can even set up conditional workflows based on their cart total. 

If the cart total is greater than $50, send them to a workflow. Otherwise, send them to another workflow.

Set up conditional cart abandonment sequence for your woocommerce hubspot integration automation use case

FunnelKit Automations has a live cart-capturing feature that lets you capture your shoppers’ details on the checkout page.

You can also level up this WooCommerce HubSpot integration use case by creating dynamic discount coupons to incentivize your shoppers’ purchases.

Use Case #4: Create a deal for new WooCommerce orders

HubSpot deals help businesses manage and track their sales opportunities.

This way, you can streamline your business processes, improve collaboration, and ultimately close deals efficiently.

You can set an order fulfillment deal when a new order gets placed in your store.

All you have to do is select the ‘Order Created’ event trigger.

Next, add a ‘Create Deal’ action below your ‘Order Created’ event.

woocommerce hubspot integration automation to create a deal for new woocommerce orders placed in your store

Now, when a user purchases something from your WooCommerce store, this automation will create a deal.

You can access these deals from your HubSpot account:

See your deals getting reflected in your hubspot account

Use Case #5: Manage subscription cancellations

Offering subscription-based products lets you generate recurring revenue for your business.

However, it’s difficult to retain customers and give them a positive experience every time they visit your website. 

No matter how hard you try, you’ll ultimately face cancellations!

But you can segment your subscription cancellations and re-engage them with automated or blast emails/SMS.

Let’s see how you can send all your canceled subscribers to a HubSpot list.

Choose the ‘Subscription Status Changed’ event trigger and configure it. Here, we’ll choose the To Status to ‘Cancelled’.

Configure the subscription status changed and put it to cancelled for your next woocommerce hubspot integration automation

Next, add the ‘Add Contact to List’ action and select the list name from the drop-down.

Add the subscription cancelled users to a list in your hubspot account

This will capture all your contacts who have canceled their subscriptions.

See your subscription cancellations get collected in the list with this woocommerce hubspot integration

Now, you can send them an email or SMS and offer them special discounts or talk about new features that encourage them to activate their subscription plan.

Use Case #6: Update contact fields from new WooCommerce orders

Ensure seamless communication and data synchronization by updating the fields of your HubSpot contacts.

Let’s say you want to collect the phone numbers to send SMS campaigns. You can do that by keeping the phone number mandatory when someone places an order from the checkout page.

FunnelKit Automations connects with Twilio and Bulkgate to help you send text message campaigns.

Navigate to Automations and choose the ‘Order Created’ event.

Next, select the ‘Update Contact Fields’ action under HubSpot CRM.

Add the update contact fields action to set up woocommerce hubspot integration use case

There are many fields you can choose to update the contact information.

For this WooCommerce HubSpot integration use case, we’ll hit ‘Add New’ and select the ‘Phone Number’ field.

Now, paste the contact phone number merge tag there.

update the phone number field with the help of merge tags

This will fetch the contact’s phone number into the field in your HubSpot account.

Now, you can use this phone number to send transactional or promotional SMS.

Use Case #7: Add inactive customers to winback workflows

A research done by Forbes states that 65% of a company’s business comes from existing customers. It’s because there is a trust factor associated with them.

Also, it costs five times more to attract new customers than it does to retain existing customers.

That’s why it’s important to set up winback campaigns in your business. 

These campaigns help you reconnect with your inactive or disengaged customers to revive their interests and encourage them to make purchases in your store.

Choose the ‘Customer Win Back’ event trigger and configure it. Here, we’ve set up the last ordered period between 45 and 90 days.

Next, schedule the winback automation to run every day at 11:00 AM.

Configure the customer winback trigger to set up woocommerce hubspot integration use case for re-engagement campaigns

Now specify the ‘Add Contact to Workflow’ action and select the workflow from the dropdown.

Add the triggered inactive contacts to the workflow created in your hubspot account for winback campaigns

Make sure to put emails in your workflow created in the HubSpot account for winback campaigns, encouraging customers to return to your WooCommerce website and make purchases.

Well done! This is how you can set up winback campaigns for the WooCommerce HubSpot automation use case.

These were some use cases shown to give you a headstart! There are unlimited opportunities you can try with this integration.

Set Up WooCommerce HubSpot Integration and Automate Your Business Processes

We hope that you understand how to connect WooCommerce and HubSpot by now.

It’s time to embrace the synergy between WooCommerce and HubSpot. As per our experts’ pick - FunnelKit Automations gives you one centralized integration between the two.

It powers 10000+ WooCommerce stores - this plugin has been constantly bringing sales and improving customer communication.

This integration opens doors to unparalleled opportunities, from streamlined operations to elevated customer experiences.

Not just that, the seven use cases we shared will help you build the foundation for automating your business processes.

So why wait? Get FunnelKit Automations and unleash the maximum potential of HubSpot for your WooCommerce store.

Author: Editorial Team
The Editorial Team at FunnelKit (formerly WooFunnels) is a passionate group of writers and copy editors. We create well-researched posts on topics such as WordPress automation, sales funnels, online course creation, and more. We aim to deliver content that is interesting and actionable.

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