Knowledgebase: Add-Ons

How do I integrate with Hubspot?

 

The following steps will allow you to integrate and connect your Shift4Shop store to Hubspot CRM

Note
If you do not have a HubSpot CRM account, click here to sign up.

  1. First, go to https://app-hubspot.3dcart.com/ and click on the "Install App" button.

The screen will take you to an "Application Authorization Request" page where you will initiate the API integration.

  1. Enter your store's secure URL (with https:// prefix) into the Store URL field
  2. Click on Proceed

At this point, you will be prompted to log into your Shift4Shop Online Store Manager.

  1. Log into the Shift4Shop OSM

Next, you will see a list of permissions that the HubSpot App will use for your store's information.

  1. Click "Authorize" to continue.
  2. When the page refreshes, click on the button labeled "Initiate Onboard Process"

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

Additional Information
After the Onboarding Process is complete, you will have a new HubSpot menu item on the left-hand navigation menu.

Clicking this menu will take your to HubSpot App settings.


Sync Status

Upon your initial setup, you will need to synchronize your store's data to your HubSpot account.

  1. Click on the "View Sync Status" button

In the following order:

  • Click "Sync All" for Customers and await successful confirmation message
  • Click "Sync All" for Products and await successful confirmation message
  • Click "Sync All" for Orders and await successful confirmation message

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.

Additional Information
It's important to note the following:

  • Customers will be shown on HubSpot as "Contacts" and the integration will export all of your Shift4Shop store's customers.
  • Products will be shown on HubSpot as "Line Items" and the integration will export all of your Shift4Shop store's products.
  • Orders will be shown on HubSpot as "Deals" and the integration will export orders in New and Shipped status only.

Also note that - before orders can be synchronized - the customer and product records must be exported to HubSpot first.


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