HubSpot & WooCommere Sync

WooCommerce to HubSpot order/deal Sync Setup Guide

Instructions for setting up WooCommerce to HubSpot order/deal Sync.

Pre-requisites: Signup and Login

• Go to Syncito login page to sign up or log in to your account. You can log in quickly with your Google, Apple, or Microsoft account, or manually with your email address and password.



• You can create a new sync connection after logging in successfully.

Connect your WooCommerce and HubSpot account

• Click on the Get Started Now to create a new connection.



• You will be prompted to fill out the four-step form to begin the sync.

1. Select App

• Fill in the Connection name (as per your choice), Source App, and Destination App.
• Click Save & Next to proceed further.



• Choose whether to sync Order/Deal or Customer/Contact as the object type for your connection.


Sync.
• Click on the Next button.

2. Authorize Connection

• You need to authorize your WooCommerce store and HubSpot portal, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.

2.1 Authorize WooCommerce Store:

• In our case, the source is WooCommerce, so here is how you can authorize a WooCommerce store, as shown below.



• To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain, client key and client secret of your store, as seen in the image below.(Refer to this step to create a new client credential in WooCommerce store).
• Click on the Authorize button.



• If your Client Credentials are correct and you have required permission, then you will see a success message there, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.




2.2 Authorize HubSpot Portal:

• Next, authorize the destination account; in our case, the destination is HubSpot. Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.



• Now click the Connect app button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.



• Select the authorized portal from the drop-down list and click the Save & Next button.

3. Attribute Mapping

• To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected WooCommerce store and the HubSpot portal, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.
• On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.
• In our case, we have chosen Order as the object type, so accordingly, the required attribute is already selected on the destination side. So for basic sync, we need to map that required attribute to the source attribute.
• For further mapping, click on the Add button and map the attribute you want to sync from source to destination.



• Note: For order sync, we have an associated object line item and Customer
• For associate line items : If you have a product with the SKU ("sku123") in your WooCommerce account and another product with the same SKU ("sku123") on HubSpot's end, then we associate that product id with line item; otherwise, we create line item without product id.
• For associate users : If the user already exists in Hubpot, it will be associated with the deal; if it does not exist, we will create it in Hubpot before associating it with the deal.
• Map the attribute that you want to sync and click on the Save & Next button.

4. Save and Publish

• After mapping the attributes, you will see this page. Click on the Save & Publish button to launch your connection and start real-time sync between connected apps.



• Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.



• To test the sync, let’s create an order in your WooCommerce account.





• Now, check your HubSpot; a new deal is created or an existing one linked already will be updated.



• As you can see, the associate user in the WooCommerce order is also associated with the HubSpot deal.

WooCommerce to HubSpot Customer/Contact Sync Setup Guide

Instructions for setting up WooCommerce to HubSpot Customer/Contact Sync.

Pre-requisites: Signup and Login

• Go to Syncito login page to sign up or log in to your account. You can log in quickly with your Google, Apple, or Microsoft account, or manually with your email address and password.



• You can create a new sync connection after logging in successfully.

Connect your WooCommerce and HubSpot account

• Click on the Get Started Now to create a new connection.



• You will be prompted to fill out the four-step form to begin the sync.

1. Select App

• Fill in the Connection name (as per your choice), Source App, and Destination App.
• Click Save & Next to proceed further.



• Choose whether to sync Order/Deal or Customer/Contact as the object type for your connection.



• Click on the Next button.

2. Authorize Connection

• You need to authorize your WooCommerce store and HubSpot portal, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.

2.1 Authorize WooCommerce Store:

• In our case, the source is WooCommerce, so here is how you can authorize a WooCommerce store, as shown below.



• To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain, client key and client secret of your store, as seen in the image below.(Refer to this step to create a new client credential in WooCommerce store).
• Click on the Authorize button.



• If your Client Credentials are correct and you have required permission, then you will see a success message there, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.




2.2 Authorize HubSpot Portal:

• Next, authorize the destination account; in our case, the destination is HubSpot. Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.



• Now click the Connect app button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.



• Select the authorized portal from the drop-down list and click the Save & Next button.

3. Attribute Mapping

• To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected WooCommerce store and the HubSpot portal, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.
• On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.
• In our case, we have chosen Customer / Contact as the object type, so accordingly, the required attribute is already selected on the destination side. So for basic sync, we need to map that required attribute to the source attribute.



• For further mapping, click on the Add button and map the attribute you want to sync from source to destination.



• Map the attribute that you want to sync and click on the Save & Next button.

4. Save and Publish

• After mapping save, you will see this page. Click on the Save & Finish button to launch your connection and start real-time sync between connected apps.



• Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.



• To test the sync, let’s create a user in your WooCommerce account.



• Now, check your HubSpot; a new contact is created or an existing one linked already will be updated.

HubSpot to WooCommerce Order/Deal Sync Setup Guide

Instructions for setting up HubSpot to WooCommerce Order/Deal Sync.

Pre-requisites: Signup and Login

• Go to Syncito login page to sign up or log in to your account. You can log in quickly with your Google, Apple, or Microsoft account, or manually with your email address and password.



• You can create a new sync connection after logging in successfully.

Connect your WooCommerce and HubSpot account

• Click on the Get Started Now to create a new connection.



• You will be prompted to fill out the four-step form to begin the sync.

1. Select App

• Fill in the Connection name (as per your choice), Source App, and Destination App.
• Click Save & Next to proceed further.



• Choose whether to sync Order/Deal or Customer/Contact as the object type for your connection.



• Click on the Next button.

2. Authorize Connection

• You need to authorize your HubSpot portal and WooCommerce store, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.

2.1 Authorize HubSpot Portal:

• In our case, the source is HubSpot. Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.



• Now click the Connect App button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.



• Select the authorized portal from the drop-down list and click on the Save & Next button.




2.2 Authorize WooCommerce Store:

• In our case, the destination is WooCommerce, so here is how you can authorize a WooCommerce store, as shown below:
  To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain, client key and client secret of your store, as seen in the image below. (Refer to this step to create a new client credential in WooCommerce store).
• Click on the Authorize button.



• If your Client Credentials are correct and you have required permission, then you will see a success message there, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

3. Attribute Mapping

• To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected HubSpot portal and the WooCommerce store, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.
• On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.
• In our case, we have chosen Order as the object type, so accordingly, the required attribute is already selected on the destination side. So for basic sync, we need to map that required attribute to the source attribute.
• For further mapping, click on the Add button and map the attribute you want to sync from source to destination.



• Note: For order sync, we have an associated object line item and Customer.
• For associate line items : If you have a product with the SKU ("sku123") in your HubSpot account and another product with the same SKU ("sku123") on WooCommerce end, then we associate that product id with line item; otherwise, we create line item without product id.
• For associate users : If the user already exists in WooCommerce, it will be associated with the order; if it does not exist, we will create it in WooCommerce before associating it with the order.
• After mapping the attribute you want to sync, click Save and Next.

4. Save and Publish

• After mapping the attributes, you will see this page. Click on the Save & Finish button to launch your connection and start real-time sync between connected apps.



• Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.



• To test the sync, Go to your HubSpot portal and create a deal.



• Now, check your WooCommerce store order section; you will see a new order is created or an existing one linked already will be updated.



• As you can see, the associate user in the HubSpot deal is also associated with the WooCommerce order.

HubSpot to WooCommerce Customer/Contact Sync Setup Guide

Instructions for setting up HubSpot to WooCommerce Customer/Contact Sync.

Pre-requisites: Signup and Login

• Go to Syncito login page to sign up or log in to your account. You can log in quickly with your Google, Apple, or Microsoft account, or manually with your email address and password.



• You can create a new sync connection after logging in successfully.

Connect your WooCommerce and HubSpot account

• Click on the Get Started Now to create a new connection.



• You will be prompted to fill out the four-step form to begin the sync.

1. Select App

• Fill in the Connection name (as per your choice), Source App, and Destination App.
• Click Save & Next to proceed further.



• Choose whether to sync Order/Deal or Customer/Contact as the object type for your connection.



• Click on the Next button.

2. Authorize Connection

• You need to authorize your HubSpot portal and WooCommerce store, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.

2.1 Authorize HubSpot Portal:

• In our case, the source is HubSpot. Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.



• Now click the Connect App button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.



• Select the authorized portal from the drop-down list and click on the Save & Next button.




2.2 Authorize WooCommerce Store:

• In our case, the destination is WooCommerce, so here is how you can authorize a WooCommerce store, as shown below:
  To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain, client key and client secret of your store, as seen in the image below. (Refer to this step to create a new client credential in WooCommerce store).
• Click on the Authorize button.



• If your Client Credentials are correct and you have required permission, then you will see a success message there, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

3. Attribute Mapping

• To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected HubSpot portal and the WooCommerce store, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.
• On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.
• In our case, we have chosen Customer / Contact as the object type, so accordingly, the required attribute is already selected on the destination side. So for basic sync, we need to map that required attribute to the source attribute.



• For further mapping, click on the Add button and map the attribute you want to sync from source to destination.



• After mapping the attribute you want to sync, click Save and Next.

4. Save and Publish

• After mapping save, you will see this page. Click on the Save & Finish button to launch your connection and start real-time sync between connected apps.



• Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.



• To test the sync, go to your HubSpot portal and create a contact.



• Now, check your WooCommerce store User section; you will see a new user is created or an existing one linked already will be updated.