Setting up HubSpot Magento Integration: 2 Easy Methods

on Activate, CRMs, Data Integration, e-commerce, Hevo Activate, HubSpot, Magento, Sales Analytics, Tutorials • March 29th, 2021 • Write for Hevo

Hubspot Magento Integration- Featured Image

Does your organization use Magento (Adobe Commerce) for eCommerce store website creation and HubSpot for Customer Relationship Management? Do you require synchronizing data between these two platforms? If yes, this article will help you with a step-by-step guide to implement your HubSpot Magento Integration and improve your Customer Relationship Management service.

Table of Contents

What is HubSpot? 

HubSpot Logo - HubSpot Magento Integration
Image Source: www.hubspot.com

HubSpot offers a set of completely managed applications for managing the entire customer flow of an organization. It helps organizations market their product, track how their leads are interacting with their Marketing collaterals, onboard leads as customers, manage their buying experience, and provide customer service as long as they stay.

HubSpot uses a suite of three applications to achieve this: Marketing Hub, Sales Hub, and Service Hub.

Key Features of HubSpot

  • Automated emails and workflows help increase efficiency.
  • The metrics for reporting and Marketing are made available in a single place.
  • The CRM software provided by HubSpot helps you get a detailed insight into your prospects allowing you to approach them more effectively.
  • HubSpot’s Service Hub allows you manage built-in service requests and integrates with your CRM software as well.
  • HubSpot offers a Marketing platform that is intuitive and easy to use.

What is Magento (Adobe Commerce)? 

Magento Logo - HubSpot Magento Integration
Image Source: Mage.xo

Magento (Adobe Commerce) is an eCommerce platform that allows businesses to sell their products or services online. Magento (Adobe Commerce) is one of the most popular open-source software with a customer base of 240000+ customers and a market share of 30%. Magento eCommerce platform provides the correct tools to create excellent prospects to attract more customers, which allows selling more products.

Magento (Adobe Commerce) is open-source. Its source code is available under OSL (Open Software License), which can be easily modified by the developers to enhance the functionality according to their needs. The Magento (Adobe Commerce) software is mostly used by small businesses to power their online stores.

Key Features of Magento (Adobe Commerce)

  • Simple Design: Magento (Adobe Commerce) has an easy-to-use UI and provides a lot of customization options. You need not have a strong knowledge of any programming language or technical background to use its features or extensions.
  • Easy Management: You can easily manage your products, services, contents, or offerings with Magento (Adobe Commerce). You can add, edit, delete, and manage your online products easily without any technical assistance.
  • Product Listing: Magento (Adobe Commerce)allows you to list an unlimited number of products and categories that you wish to sell. If you’re using the Enterprise edition, Magento (Adobe Commerce) customer support will help you set up a monthly/yearly plan, providing you access to thousands of customizable templates and plugins to help you build your website smoothly.
  • Management & Maintenance: Magento (Adobe Commerce) has a pre-built user management system that allows you to manage the users (add/modify/delete) at your end. You can also provide them with access to your clients with adequate permissions, allowing them to manage their users. 
  • Customizable Theme: Magento (Adobe Commerce) has a vast library of bundled themes and is readily available for you to use and customize to build beautiful websites. The available themes are easy to customize and can be done with basic programming knowledge.
  • Optimized Search Engine: Magento (Adobe Commerce) provides an excellent and optimized search engine to use right out of the box. Magento (Adobe Commerce) allows you to align your design with SEO services offered for optimal search engine results. 
  • Own your Data: Magento (Adobe Commerce) allows you to own your data so that you can easily migrate. It would be traumatic if the services you’re using disappeared suddenly, and all of your data vanished in no matter of time. With Magento, you will own your data, website, and content.

For further information on Magento (Adobe Commerce), you can check the official website here.

Understanding the Need for HubSpot Magento Integration

A business that uses HubSpot for Customer Relationship Management [CRM] and Magento (Adobe Commerce) for an online shopping system for their eCommerce Store often needs to synchronize data between HubSpot and Magento (Adobe Commerce).

Bringing back the customer data to HubSpot is necessary for the functioning of the Customer Relationship Management process. Activity and contact information of the customer can help ease out the process of providing targeted and personalized services to the customer. This synchronized and consolidated data can also help further in implementing useful analytics processes. 

Methods to connect Magento (Adobe Commerce) to HubSpot

Method 1: HubSpot Integration using HubSpot Magento 2 Extension by CED Commerce

This method makes use of extensions available in HubSpot Marketplace. You are required to HubSpot Magento 2 Integration Extension by CED Commerce to implement your integration between platforms. The user is required to clean the data manually before proceeding to run the integration.

Method 2: Using Hevo Activate to Implement HubSpot Magento Integration

Get Started with Hevo for free

Hevo Activate provides a hassle-free solution and helps you directly transfer data from Magento (Adobe Commerce) to HubSpot without any intervention in an effortless manner. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Hevo Activate’s pre-built integration with Magento (Adobe Commerce) (among 100+ Sources) will take full charge of the data transfer process, allowing you to focus on key business activities. It helps transfer data from HubSpot to a destination of your choice for free.

Sign up here for a 14-day Free Trial!

Pre-Requisites 

  • Working knowledge of HubSpot.
  • An active HubSpot account.
  • An active Magento (Adobe Commerce) account

Methods to Implement Your HubSpot Magento Integration 

Method 1: HubSpot Integration using HubSpot Magento 2 Extension by CED Commerce

The easiest way to install HubSpot Magento 2 Extension by CED Commerce is through the HubSpot marketplace. You will now go through the steps required to accomplish this.

HubSpot Magento Integration Step 1: HubSpot Marketplace 

Head to your HubSpot dashboard and click the marketplace icon.

Upper title bar with Marketplace Icon - HubSpot Magento Integration
Image Source: www.ecosystem.hubspot.com/marketplace

HubSpot Magento Integration Step 2: Connected Apps Option

Under “Manage”, click the “Connected Apps” option and choose “Visit App Marketplace”

Visting App MarketPlace - HubSpot Magento Integration
Image Source: www.ecosystem.hubspot.com

HubSpot Magento Integration Step 3: Search for HubSpot Magento 2

Type HubSpot Magento 2 in the search bar and search for it.

Installing Magento 2 Extension - HubSpot Magento Integration
Image Source: www.ecosystem.hubspot.com

HubSpot Magento Integration Step 4: Subscriptions and Installation

Select Magento 2 from the results, and install the extension after purchasing the subscription.

Search results on Marketplace - HubSpot Magento Integration
Image Source: www.ecosystem.hubspot.com

HubSpot Magento Integration Step 5: Setting up Configuration Settings

Configuration needs to be completed by accessing the admin panel in the Magento (Adobe Commerce) extension and selecting HubSpot Icon on the Left Navigation Bar.

Left Navigation Bar - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

The user needs to open the HubSpot Tab. After clicking on the HubSpot menu the sidebar will open and the following menu appears.

HubSpot Tab - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

You are required to select the “Configuration” option in the sidebar.

Configuration in Side Bar - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

The following configuration page will open up.

Configuration Page - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

HubSpot Magento Integration Step 6: General Configuration for Integration 

The user is first required to select “Yes” in the “Enable HubSpot Integration” selection to enable the extension.

Enabling HubSpot Integration - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

Then the user needs to enter the time interval in the “Abandoned Cart” section, based on which the inactive shopping cart could be treated as abandoned.  

Abandoned cart time interval - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

Further, the user needs to “Authorize” and fill up the subsequent signup form by providing the relevant credentials to provide authorized access to the admin panel. 

Authorisation - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

HubSpot Magento Integration Step 7: Performing CRON Configuration 

Cron Time Configuration - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

The user needs to decide the frequency at which Magento Data gets synced to HubSpot by performing a selection in the “Select Data Sync Cron Time” option. It can be once a day, twice a day, four times a day, or every hour.

Data Sync Cron Time selection - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

Then the user needs to decide the interval of automatic removal of error logs in the “Auto Delete Error Log” option. It can be set for several days.

Auto Delete Error Log Selection - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

HubSpot Magento Integration Step 8: Performing RFM Settings

The RFM setting is to analyze the customers and divide them into groups based on how recently they made a purchase, how often they buy things, and the average value of their orders. The user can categorize the customers on the basis of three metrics Recency, Frequency, and Monetary Value. 

RFM settings Page - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

After the configuration, the user needs to save the changes by clicking on the “Save Config” button.  

Save Configuration Button - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

HubSpot Magento Integration Step 9: Authentication of the extension 

The user is required to click on the “Authenticate” Button to authorize and connect to HubSpot.

Authentication Button - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

After the user clicks on “Authenticate”, the HubSpot login window will open where the user will be required to enter the relevant credentials to login into the HubSpot account. 


Account Credentials window - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com


The user needs to “Grant Access” for the authentication process to get complete.

Grant Access Button - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

After these steps of configurations and initial setup, you will be able to see setup progress as shown in the image below.

Progress Bar for Extension - HubSpot Magento Integration
Image Source: www.docs.cedcommerce.com

Limitations of using HubSpot Magento 2 Extension for HubSpot Magento Integration

The limitations of using this extension are: 

  • The established sync is one way, with data flow only from Magento (Adobe Commerce) to HubSpot.
  • The lack of two-way synchronization can cause various issues with transfer of data between HubSpot and Magento (Adobe Commerce). 
  • The user is responsible for cleaning the data. 
  • Follows a one-time purchase model, but offers no free trials for implementation of the extension. 

Method 2: Using Hevo Activate to Implement HubSpot Magento Integration

Hevo Data Cover Image - HubSpot Magento Integration

Hevo Activate helps you directly transfer data from Magento (Adobe Commerce) and various other sources to CRMs such as HubSpot, various SaaS applications, data warehouses, and a lot more, in a completely hassle-free & automated manner. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. It helps transfer data from HubSpot to a destination of your choice for free. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.

Hevo Activate takes care of all your data preprocessing needs and lets you focus on key business activities and draw a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination. 

Check out what makes Hevo Activate amazing:

  • Real-Time Data Transfer: Hevo Activate with its strong integration with 100+ sources, allows you to transfer data quickly & efficiently. This ensures efficient utilization of bandwidth on both ends.
  • Data Transformation: It provides a simple interface to perfect, modify, and enrich the data you want to transfer. 
  • Secure: Hevo Activate has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
  • Tremendous Connector Availability: Hevo Activate houses a large variety of connectors and lets you bring in data from numerous marketing & SaaS applications, databases, etc. such as Airflow, HubSpot, Marketo, MongoDB, Oracle, Salesforce, Redshift, etc. in an integrated and analysis-ready form.
  • Simplicity: Using Hevo Activate is easy and intuitive, ensuring that your data is exported in just a few clicks. 
  • Completely Managed Platform: Hevo Activate is fully managed. You need not invest time and effort to maintain or monitor the infrastructure involved in executing codes.
  • Live Support: The Hevo Activate team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.

Conclusion

This article introduces you to the various methods that can be used to integrate Magento (Adobe Commerce) and HubSpot. It also provides in-depth knowledge about the concepts behind every step to help you understand and implement them efficiently. These methods, however, can be challenging especially for a beginner & this is where Hevo Activate saves the day.

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Hevo Activate helps you directly transfer data from a source of your choice to a data warehouse or any SaaS application, CRMs, etc. in a fully automated and secure manner without having to write the code repeatedly. Hevo with its strong integration with 100+ sources & BI tools, allows you to not only export & load data but also transform & enrich your data & make it analysis-ready in a jiffy. It helps transfer data from HubSpot to a destination of your choice for free.

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