Setup HubSpot CRM
Turn your sales process into a revenue-generating machine. With Hubspot CRM Get an up-to-the-minute view of your entire sales funnels on a clean, visual dashboard. You can sort deals won and lost, appointments scheduled, contracts sent over, and track performance against quotas you set in one simple view. HubSpot CRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call.
With detailed reports on sales activity, productivity, and individual performance, you’ll never be in the dark about how your team is tracking toward quota, and you’ll have all the data you need to coach your team to success.
Integrate your HubSpot CRM with the OnPrintShop system and sync contacts between the two. In this Integration, you will have the control to decide any one way from the below sync-type as per your business need:
- One-way:
- In this sync, only the OnPrintShop contacts will be created in HubSpot. HubSpot contacts will never be created in the OnPrintShop system.
- When the OnPrintShop contacts created in HubSpot are updated in HubSpot, they will be updated back into OnPrintShop through HubSpot webhook. And, when contact details are updated in OnPrintShop they will be updated in the HubSpot system as well.
- Two-way:
- In this sync, OnPrintShop contacts will be created in HubSpot as well as HubSpot contacts will be created in the OnPrintShop system.
- When contact details are updated in any of the systems, they will be reflected in the other system.
Read the below systematic guide to integrate Hubspot CRM with your OnPrintShop website.
Create a Hubspot CRM account from – https://app.hubspot.com/signup/crm
Now, with the same account create the developers account from –https://app.hubspot.com/signup/developers/step/user-info
For the integration, you’ll require OPS’s Endpoint URL i.e. the Webhook URL. Get this URL from OPS Technical Team.
To get the API Key login into your Hubspot Account:
If you are already using Hubspot then you see the following screen. Click on the Continue with this user:
Now, go to the Setting:
Here, under Integrations go to API Key. Copy the key and save it for future references:
To get the Client ID and Secret Key login into your Developers Account.
On the home screen click on the Create an app button. Next, fill the Application details and create the Application.
Once the Application is created the create app button will change into Manage apps:
Click on the Manage Apps and select your application. Click on the Basic Info from the left hand side menu and select the Auth tab:
You’ll find the Client ID and Client Secret key. Copy and save it for future reference.
Redirect URL – In OPS Admin Panel
Visit your Admin Panel and go to the Store Configuration >> External Service Settings >> Accounting tab >> Hubspot.
Here, under Redirect URL, paste the OPS’s endpoint URL.
Note: Above Redirect URL (also called OPS’s endpoint URL or Webhook URL) will be provided by the OPS Technical Team.
Redirect URL – In Hubspot
Open your Hubspot developers account and click on the Manage App, select your App:
- Here, under Install URL (OAuth), paste the URL given in below format – https://app.hubspot.com/oauth/authorize?client_id=xxxxxxxxxxxxxxxx&redirect_uri=xxxxxxxxxxxxxxxx&scope=contacts Here, you need to replace the client_id with the Client ID saved in Step 3 and replace the redirect_uri with the Redirect URL in the above step.
- Under Redirect URL paste OPS’s endpoint URL given by the Technical Team (the one used in Step – 3).
Webhook URL – In Hubspot
Open your Hubspot developers account and click on the Manage App, select your App:
Select Webhooks from the left hand side menu and paste OPS’s endpoint URL given by the Technical Team (the one used in Step – 3) in the Target URL.
Create Subscription/Create Webhook
Open your Hubspot developers account and click on the Manage App, select your App:
Under Webhooks, set Event Throttling time as 1 per minute (enter 1 and select 'per minute' from the dropdown). Now, click on the Create subscription.
Fill the new webhook subscriptions form in the following manner:
- For object type, choose the Contacts.
- In the Listen for which events, choose events based on your sync type:
- If Sync Type is One-way, choose the Property changed.
- If Sync Type is Two-way, choose the Created and Property changed
- Under which properties select the properties to sync between OnPrintShop to Hubspot. Add the following parameters – firstname, lastname, email, mobilephone, address, city, state, zip, and country.
- Finally, click on Subscribe. Once the Webhook subscription is created in Hubspot Developer Account, activate it as well as all the events involved in the particular subscription.
To generate Auth Code, run the following URL in the web browser.
- Client ID: Client ID used in the previous step
- Redirect URL: Redirect URL used in the previous step
Once you run it, you will be asked to Login into your HubSpot CRM account:
Upon successful login, you’ll be asked to ‘Grant Access’:
Click on the Grant Access. As soon as access is granted, you’ll be redirected to a screen as shown below –
Copy and save the Auth Code for future references.
Login in to your OPS Admin Panel and go to the Store Configuration >> External Service Settings >> Others tab >> Hubspot:
Here on this screen, paste all the credentials derived in previous steps:
- Sync Type – Select one-way or two-way.
- One Way – In this sync, only OnPrintShop contacts will be created in HubSpot.
- Two Way – In this sync, OnPrintShop contacts will be created in HubSpot as well as HubSpot contacts will be created in the OnPrintShop system.
- API Key: Saved in Step – 2
- Client Secret and Client ID: Saved in Step – 3
- Redirect URL: Endpoint URL given by the OPS Technical Team (the one used in Step – 3).
- Auth Code: The code generated in Step – 5.
- Custom/Extra Fields Sync – If you want to sync any other HubSpot fields apart from those mentioned above (in Step – 3.4), then follow the below steps –
- Mention the HubSpot fields/property’s Internal Field Name in this textbox (for multiple fields, enter each in a new line).
- To get the internal name of the fields/properties, go to Properties Listing in your HubSpot CRM account. While editing the property you’ll get its internal name (as shown in the image below):
Then, map those fields with OnPrintShop customer extra fields. To map create customer extra field, in Block/Field Name Enter the HubSpot field/property’s internal name (as shown in the image below):
Note:
- In the Custom/Extra Fields Sync text box, the ‘Internal field name’ can be of standard or custom HubSpot fields.
- You can configure HubSpot Standard fields in HubSpot Webhook, with this it will sync two ways (i.e. OnPrintShop to HubSpot CRM and vice-versa.
- Any HubSpot custom fields cannot be mapped in Webhook. Therefore, the HubSpot Custom fields will only sync one-way (i.e. OnPrintShop to HubSpot).
Exceptional Fields
- Address 2 and Consent for communication
- The HubSpot custom fields – Address 2 and Consent for communication are exceptional. You will not have to map them manually with any OnPrintShop extra fields.
- These fields will be automatically mapped with the OnPrintShop field – ‘Address 2’ & ‘Send newsletter’ respectively if they are created in your HubSpot CRM account.
- Source
- If you want the source identification of any Contact/Customer in the OnPrintShop system i.e. whether the contact was created in OnPrintShop or HubSpot, create a Source extra field with Block/Field name as ‘source’, set its validation as – Ready Only.
- Then, mention its Block/Field name (i.e. ‘source’) in the ‘Custom/Extra fields sync’ textbox.
After configuring all the derived credentials, click on the Generate access token button to generate the access token and allow the two systems to access specific data.
Note: Make sure that the ‘Auth code’ and ‘Access token’ both are generated within the time-lapse of 10 minutes, else you will have to regenerate them for successful sync.
Once all the above steps are completed successfully, you are all set to sync data between OnPrintShop and HubSpot CRM.
Sync Contacts: It will sync (create & update) all the OnPrintShop contacts into the HubSpot CRM.