How do I integrate with Hubspot?
The following steps will allow you to integrate and connect your Shift4Shop store to Hubspot CRM
The screen will take you to an "Application Authorization Request" page where you will initiate the API integration.
At this point, you will be prompted to log into your Shift4Shop Online Store Manager.
Next, you will see a list of permissions that the HubSpot App will use for your store's information.
This will begin the onboarding process. If you are not logged into your Hubspot account, you'll be prompted to do so. After logging into your HubSpot account, follow the screen prompts (on HubSpot) to select your account and complete the connection. After a few moments, the page will refresh and you will be presented with the following information
Clicking this menu will take your to HubSpot App settings.
Upon your initial setup, you will need to synchronize your store's data to your HubSpot account.
In the following order:
Depending on the size of your database, the process will take time. You can always check on the status or click on the "Refresh" button to see the progress. As the information is updated, it will appear immediately on your HubSpot account.
Also note that - before orders can be synchronized - the customer and product records must be exported to HubSpot first.