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:

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.

Redirect URL – In Hubspot

Open your Hubspot developers account and click on the Manage App, select your App:

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:

To generate Auth Code, run the following URL in the web browser.

https://app.hubspot.com/oauth/authorize?client_id=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx&scope=contacts%20automation&redirect_uri=xxxxxxxxxxxxxx

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:

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):

Exceptional Fields

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.

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.