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
Automated push of Orders from your EvoX Store to HubSpot.
Automated push of your Abandoned Baskets (or Abandoned Carts) from EvoX to HubSpot.
Automated push of User & Account information from EvoX to HubSpot.
Automated push of unique EvoX properties (such as Last Order Date or Month to Date Order Count) from EvoX to HubSpot.
Push by date Orders, from EvoX to HubSpot.
Push by date Users & Accounts, from EvoX to HubSpot.
Installation
👍 Important: You must have the a minimum of Sales or Marketing Professional plan or better to use this integration. Each plan has it's limitations. We need minimum of 1 pipeline, products library, deal creation, custom property creation.
To enable the HubSpot Integration in the app store you can request it from our sales team or contact us using the chat in the EvolutionX Admin.
Install From The App Store
Enable the HubSpot V2 Integration App from the App Store under the Marketing category.
Go to the EvolutionX Admin and click App Store → HubSpot V2. Then click Authorize HubSpot.
You'll be redirected to a HubSpot page where you can choose your account and connect it to the ES TECH GROUP App.
If you agree with the requested access, click Connect app to continue the installation.
Back in the EvolutionX App Store, provide the following information:
The "Enable Sync" option allows you to test the synchronization between EvoX and HubSpot (see Enable Sync for more details).
By default, the HubSpot V2 integration will create a new deals pipeline in your HubSpot portal labeled "EvoX Store".
To set custom pipeline stage ID's, toggle on the "Set custom HubSpot stages for my pipeline" (see Order Status Mapping).
Enable the "Child Accounts Order Data" option to include the monthly order count and amount from child accounts in the parent account details in HubSpot. (see Child Accounts Order Data)
If you don't want to update the Account Name in HubSpot when you update a user or account in EvoX, enable the "Create Only Account Name" option.
Select your Email Sender from a list of registered SES e-mail addresses on your account.
For testing, you can provide an email address to receive data sync notification emails. Any time a Push to HubSpot is run within the HubSpot V2 app, this email address will receive a notification.
Click Save to install.
👍 Important: After installing the HubSpot V2 App, you will need to validate your settings. Do so by clicking Validate Settings.
Set up Custom Stage ID's
To set up Custom Stage ID's from your HubSpot Account, follow the steps in the gif below.
Note: Setting your own Custom Stage ID's is not required.
With the HubSpot V2 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 (From the time of Successful Installation).
Customers Created or Updated from the Admin or from your Web Store (From the time of Successful Installation).
All Orders made from your Web Store (From the time of Successful Installation).
Abandoned baskets from your Web Store (Needs configurations on the Admin).
Push Of User, Customer, and Order Data To HubSpot
Once you have the HubSpot V2 App installed, you will be able to do a bulk push of your EvoX user, accounts, and order 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 V2.
Inside the installed Hubspot App page, you will see a "Account & User Push" Button and a "Order Push" Button. Click the button and select the type of Push you want:
Push All Checkbox - This will push 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 EvolutionX 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 by clicking on the "View Push Logs" link just below the Push button.
👍 Important: The data push from EvolutionX to HubSpot is one-directional. It does not support syncing your existing HubSpot records back to EvolutionX.
Abandoned Basket (or Cart) Rules Set Up & 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 V2 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 V2 installed, all Orders made on your store will be automatically synced with your HubSpot Account and those orders can be managed from Sales → Deals on your HubSpot Account.
👍 Important: Only products from orders and abandoned baskets/carts will be pushed to HubSpot.
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 | New Order |
2 | In Progress | In Progress |
3 | Dispatched | Dispatched |
4 | Part Dispatched | Part Dispatched |
5 | Delivered | Delivered |
6 | Cancelled | Cancelled |
7 | Completed | Completed |
8 | Ready To Dispatch | Ready to Dispatch |
9 | On Hold | On Hold |
10 | Ready for Pickup | Ready for Pickup |
| Abandoned Cart Status | Abandoned Cart Status |
Hubspot Properties
When an order is placed in EvolutionX or when you manually push data from Evolution to HubSpot, that information will be stored in HubSpot under Contact, Company and Deal Properties.
Note: Not all EvolutionX data will push across to HubSpot, but many important properties will.
The following properties will be updated in your HubSpot portal:
EvoX Property | EvoX / HubSpot Record Type | HubSpot Property |
User Name | User / Contact | First Name |
User Name | User / Contact | Last Name |
User Email | User / Contact | |
User Email Domain | User / Contact | Email Domain |
User Phone Number | User / Contact | Phone Number |
User Account | User / Contact | Associated Company |
Account Company | Account / Company | Company Name |
Product Name | Product / Product | Name |
Product Description | Product / Product | Description |
Product SKU | Product / Product | SKU |
Product Price | Product / Product | Unit Price * |
Product Catalog ID | Product / Product | Catalog ID |
Product Image | Product / Product | Image Url |
Product URL | Product / Product | URL |
Quote ID | Quote / Deal | Deal Name (EvoX Cart ID-XXXX) |
Quote Status | Quote / Deal | Deal Stage |
Quote Created At | Quote / Deal | Close Date |
Quote Subtotal | Quote / Deal | Amount |
Quote Item Price | Quote Item / Line Item | Line Item Unit Price |
Quote Item Quantity | Quote Item / Line Item | Line Item Quantity |
*The unit price for a product in HubSpot is determined by the price from the first order in which the product was created. Subsequent orders with the same product will not update this unit price.
EvoX Properties
In addition to standard HubSpot properties, the HubSpot V2 app will also automatically create unique EvoX properties.
Those unique EvoX properties and their definitions are listed below:
Hubspot Property | Hubspot Record type | Definition |
EvoX id | Contact/Company | For storing EvoX user & customer id |
EvoX Store ID | Contact/Company | For storing EvoX Store 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 |
EvoX Product ID | Product | For storing EvoX product id |
EvoX Order Number | Deal | For storing EvoX Order ID |
EvoX Abandoned Cart URL | Deal | In the case of a quote sent to HubSpot being an Abandoned Basket (or Cart), the URL for this cart will be added to this field. |
EvoX Product ID | Line Item | For storing EvoX Product ID |
EvoX Quote ID | Line Item | For storing EvoX Quote ID |
Child Accounts Order Data
With this option toggled on, the values and dates for the list below in the parent account/company in HubSpot will be the sum of those from the child accounts:
EvoX Last order date
EvoX Month to Date Order Amount
EvoX New order date
EvoX Month to Date Order Count
EvoX Previous 30 Order Amount
EvoX Previous 30 Order Count
EvoX Previous 60 Order Amount
EvoX Previous 60 Order Count
EvoX Previous 90 Order Amount
EvoX Previous 90 Order Count
👍 Important: If any orders are placed with the parent account, the values and dates for those orders will not be combined with those from the child accounts.
Enable Sync
This option allows you to test the synchronization between EvoX and HubSpot without immediately sending all data to HubSpot. When this option is toggled off, you will not see the "Account & User Push" button or the "Order Push" button, but you will be able to see a "Push to HubSpot" button in the User details and Order details sections. Pressing this button will immediately send the respective User or Order to HubSpot.
When this option is enabled, all users and orders will start being sent to HubSpot automatically. It may be necessary to run the "Account & User Push" and the "Order Push" to send existing data to HubSpot.
Searching items in HubSpot
The following fields will be used to search in HubSpot to check if a specific object already exists or needs to be created:
EvoX Property | EvoX / HubSpot Record Type | HubSpot Property |
User ID | User / Contact | EvoX User ID |
User Email | User / Contact | |
User Email | User / Contact | Additional Emails |
Account ID | Account / Company | EvoX Customer ID |
Product SKU | Product / Product | SKU |
Quote ID | Quote / Deal | EvoX Order Number |
Reauthorize HubSpot Integration
As part of the HubSpot V2 integration upgrade, we have implemented a new authorization process. Customers will need to reauthorize their connection to the updated HubSpot app. This ensures continued access and compliance with the latest security protocols.
How to Reauthorize
Go to the EvolutionX Admin and navigate to App Store → HubSpot V2. Then click the "Reauthorize HubSpot" button.
You will be redirected to the HubSpot authorization page where you can select your account and grant permissions to the new app.
Once authorized, you will be redirected back to the EvolutionX Admin.
Important Notes
If your account has not been reauthorized yet, a warning will appear prompting you to reauthorize immediately.
While this reauthorization is required now, it may be necessary again in the future for other reasons. If this occurs, we will notify you in advance.
FAQs
Some of my accounts aren't syncing to HubSpot.
Check to see if there is a user associated with that account(s). Only accounts with users are created in HubSpot.
My orders aren't syncing to HubSpot.
If you have custom pipeline stages defined on your app, confirm the values are correctly set up with the HubSpot ID's. You can see how to get those ID's here.