How to integrate HubSpot CRM with Magento 2

You are looking for the answer to the question how to integrate HubSpot CRM with Magento 2, this article is for you. We can’t deny the importance of HubSpot CRM to e-commerce stores. If you still don’t understand the benefits that HubSpot CRM brings, read some of the suggestions below carefully.

HubSpot CRM is one of the leading CRM platforms on the market that makes it easy to create contact and company profiles. This is a smart application and includes all the features needed for e-commerce stores. In addition, HubSpot CRM allows you to monitor every transaction, control all your business operations. Certainly, HubSpot CRM will be your tool to help you boost sales and increase conversion rates significantly.

How to integrate HubSpot CRM on Magento 2

To integrate HubSpot CRM

• Step 1: Sign up the Zapier account
• Step 2: Sign up the HubSpot CRM account
• Step 3: Integrate Magento 2.x
• Step 4: Integrate HubSpot CRM for your Magento 2 store

Step 1: Sign up the Zapier account

• Signup Zapier

Step 2: Sign up the HubSpot CRM account

• Signup HubSpot CRM

After logging into Zapier, choose Make a Zap to start integrating

Step 3: Integrate Magento 2.x

• In this step, choose Magento 2.x so that Zapier can get all data from your store.

• Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

• After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

• After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

• Wonderful! You have just tested Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate HubSpot CRM

• In Choose an Action App field, choose HubSpot CRM and click on Continue.

• Then, you need to choose one of the options in drop-down list of Select HubSpot CRM Action field. After selecting, click on continue.

• Next, you need to select HubSpot CRM account. Please click on Connect an Account.

• Now, your screen will display as an image below. Next, please enter Hub ID that is found in user information of the HubSpot CRM account, then click on Yes, Continue.

• Next, you have to set up HubSpot CRM or Update Contact. Now, please enter all required fields on page, then choose continue box.

• Wow, you have tested HubSpot CRM sucessfully. Finally, choose Finish and set the name your zap to complete.

• Your Zap is working and it will auto-check for your Magento 2.x new customer.

• After all, you have just done the integration and the result is the following image:

• Now, you have just integrated HubSpot CRM with Magento 2.
• Good Luck ^^

PDF Invoice samples for Magento 2

Want to apply these above Invoice templates for your store?

See how