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.
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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:
Let’s go through them one by one.
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
Cons
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
Cons
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.
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.
Go to HubSpot and log in to your account.
You'll be directed to the HubSpot dashboard.
Click on the Settings section from here.
Click on Integrations from the left sidebar.
HubSpot API keys are no longer used as an authentication method. Instead, go to the Private Apps.
Then, hit the ‘Create a private app’ button.
Enter the name and description of your private app.
Next, navigate to the Scopes tab and approve permissions for this app:
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.
This will create your private app.
Next, copy the generated access token as shown below:
Go to the Connectors section under FunnelKit Automations and click on the ‘Connect’ button under HubSpot.
Paste the API keys and hit ‘Connect’.
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.
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.
Go to the Campaigns ⇨ Automations under FunnelKit Automations and hit the ‘Add new Automation’ button.
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.
Clicking on ‘Create’ will add a new automation.
Click on ‘Select Trigger’ and choose the ‘Order Created’ event under WooCommerce.
Next, configure your event by specifying the order statuses or selecting specific products for which the event should be triggered.
Hit the ‘Save’ once you’ve configured your event trigger.
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.
Next, specify the ‘Add Contact to List’ action under HubSpot CRM and click ‘Done’.
Next, choose the list from the drop-down and hit ‘Save’.
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.
Now, it’s time to activate this automation.
For that, toggle the automation to ‘Active’ from the top right.
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.
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.
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.
Next, select the ‘Order Total’ condition and set it to greater than 100.
Once done, click on the action under the if-yes condition.
Next, select the ‘Add Contact to Workflow’ action.
Choose the HubSpot workflow you want to assign to.
Similarly, choose the other HubSpot workflow for the if-no 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.
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.
Next, add the ‘Create Contact’ action under HubSpot CRM.
Use the ‘Form Field’ merge tag to enter the data in your form.
Select the email field and copy the generated merge tag.
Next, paste it into the field.
Similarly, do this for the first name and last name fields.
Now, when a lead submits their form, it’ll capture and create a contact with their information into your HubSpot account.
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.
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.
Next, assign the ‘Add Contact to Workflow’ action.
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.
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.
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.
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:
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’.
Next, add the ‘Add Contact to List’ action and select the list name from the drop-down.
This will capture all your contacts who have canceled their subscriptions.
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.
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.
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.
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.
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.
Now specify the ‘Add Contact to Workflow’ action and select the workflow from the dropdown.
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.
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.
