HubSpot CRM is a Marketing, Sales, and Customer service platform that helps companies grow better. The HubSpot CRM platform makes it easy for your entire company to work together — from marketing, to sales, to customer service.
Benefits of Installing HubSpot
Get automated push of Orders from your EvoX Store to HubSpot.
Automate the pushing of your abandoned baskets from EvoX to HubSpot.
Push All Existing Customers & User details from EvoX to HubSpot with the click of a button.
Get informative events of all updates from EvoX to HubSpot.
Installation
To enable the HubSpot Integration in the app store you can request it from our sales team or contact us using the chat in Admin.
To install HubSpot, you will need your API Key from your HubSpot Account and we handle the heavy lifting of having your store in EvoX integrated to your HubSpot account.
Get API Key From Your HubSpot Account
From your HubSpot account, go to Settings → Integrations → API Key → Show to obtain your API Key.
Note: If the API Key has never been activated, you can do so on the HubSpot API Key page, then click Show.
Install From The App Store
Enable the HubSpot Integration App from the App Store under the Data category. Go to the EvolutionX Admin and click App Store → HubSpot. Provide following informations:
The API Key obtained from your HubSpot account
Select your Email Sender from a list of registered SES e-mail Address on your account
Provide an email address to receive Data Sync notification Emails
and click on "Save" to install.
With the HubSpot App installed, the system will push the following to your HubSpot Account:
Users Created or Updated from the EvoX Admin or from your Web Store.
Customers Created or Updated from the Admin or from your Web Store.
All Orders made from your Web Store (From the time of Successful Installation).
Abandoned baskets from your Web Store (Needs configurations on the Admin).
E-Commerce Store On HubSpot
After successful installation of the HubSpot App, we create a store in HubSpot where you can easily manage your Contacts and Orders.
To access your store on HubSpot, go to Settings → Integrations → Ecommerce
From here you can view store data that includes Products, Customers, and Orders.
Push Of User & Customer Data To HubSpot
Once you have the HubSpot App installed, you will be able to do a bulk push of your EvoX customer & user records to HubSpot. This functionality allows you to push all your existing records to HubSpot or records from a specified date. This functionality can come in very handy after a large import of data into EvoX.
To use the Push Button, Go to the EvolutionX Admin and click App Store → HubSpot. Inside the installed Hubspot App page, you will see a "Push To HubSpot" Button. Click the Button and Select the type of Push you want:
Push All Checkbox - This will pull all of your existing EvolutionX records to HubSpot.
Select a Date Field - Choose a date from which you'd like records to be transferred from Evolution to HubSpot. Tip: This option is best to use after you've initially pushed all records because it takes far less time to sync.
You will receive a prompt telling you the push process has started and you can also follow through on the progress of the Push process by clicking on the "View Push Logs" link just below the Push Button.
N.B- Please note that the Push Operation is one-directional (From EvoX to HubSpot) and does not support syncing your existing HubSpot records to EvoX.
Abandoned Basket (or Cart) Rules SetUp & Order Status Mapping
With the abandoned basket (or cart) functionality on EvoX, store owners have the power to follow-up on potential customers who created baskets (or carts) but didn't complete the checkout. With the HubSpot App installed, we would also help to push those abandoned baskets (or carts) to your HubSpot account.
When setting up the abandoned basket (or cart) on your store, you will need to define "Rules" that govern what makes a basket (or cart) to be considered abandoned in your store. Under the Rules, you have "conditions" and "actions" that will help to tell us what to do with the abandoned baskets (or carts).
👍 Important: In order to push abandoned baskets to HubSpot, you need to set the action for your rule as "Fire Events".
To understand more about the abandoned baskets (or carts) & setting them up, please use the link below:
Order Status Mapping
With HubSpot installed, all Orders made on your store will be automatically synced with your HubSpot Account and those orders can be managed from Settings → Integrations → E-Commerce → Orders on your HubSpot Account.
We have aligned the Status of the Orders on EvoX with the status expected on HubSpot and below is the mapping between both orders:
Status Code | EvoX Status | HubSpot Order/Deal Stage |
1 | New Order | Checkout_completed |
2 | In Progress | Checkout_completed |
3 | Dispatched | Shipped |
4 | Part Dispatched | Shipped |
5 | Delivered | Shipped |
6 | Cancelled | Cancelled |
7 | Completed | Processed |
8 | Ready To Dispatch | Checkout_completed |
9 | On Hold | Checkout_completed |
| Abandoned Cart Status | Checkout_abandoned |
Hubspot Properties
When you click sync button with Hubspot or certain events are fired in EvoX (e.g. Order update, Order create, Customer create, Customer Update, User create, User Update), we push data to Hubspot. Some of the data exists in hubspot (e.g. company name, contact email) but others do not. For these fields we create custom properties. Below is a list of the properties and explanation behind their meaning.
Hubspot Property | Hubspot Record type | Definition |
EvoX id | Contact/Company | For storing EvoX user & customer id |
EvoX User Role | Contact | For storing EvoX roles on contact information |
EvoX Customer Labels | Company | For storing EvoX labels on company information |
EvoX Customer Reward Points | Company | For storing EvoX Customer Reward Points on company information |
EvoX Last order date | Contact/Company | The most recent order by creation date that is also marked with a completed status. |
EvoX Month to Date Order Amount | Contact/Company | The total amount ordered, starting from the beginning of the current month. We calculate using subtotal only (i.e. delivery & tax is not included) |
EvoX New order date | Contact/Company | The most recent order by creation date. This will include orders of any status type. |
EvoX Month to Date Order Count | Contact/Company | A count of the number of orders, starting from the beginning of the current month, without regard to the order status. |
EvoX Previous 30 Order Amount | Contact/Company | This is the previous months total orders. For example, if today's date is Oct 7th. This would be Sept 1st-30th order totals. We calculate using subtotal only (i.e. delivery & tax is not included) |
EvoX Previous 30 Order Count | Contact/Company | This is the previous month's total number of orders. For example, if today's date is Oct 7th. This would be Sept 1st-30th total number of orders. |
EvoX Previous 60 Order Amount | Contact/Company | This is the total amount value of orders for the two previous months. For example, if today's date is Oct 7th. This would be August 1st- Sept 30th order totals. We calculate using subtotal only (i.e. delivery & tax is not included) |
EvoX Previous 60 Order Count | Contact/Company | This is the total number of orders for the two previous months. For example, if today's date is Oct 7th. This would be August 1st- Sept 30th total number of orders |
EvoX Previous 90 Order Amount | Contact/Company | This is the total amount value of orders for the three previous months. For example, if today's date is Oct 7th. This would be July 1st- Sept 30th order totals. We calculate using subtotal only (i.e. delivery & tax is not included) |
EvoX Previous 90 Order Count | Contact/Company | This is the total number of orders for the three previous months. For example, if today's date is Oct 7th. This would be July 1st- Sept 30th total number of orders |