Setup HubSpot CRM

overview & purpose integrating hubspot crm with onprintshop enables businesses to gain better visibility into their sales pipeline while keeping customer and order data aligned across both systems hubspot provides a centralized dashboard to track deals, monitor sales activity, and analyze performance, helping teams stay informed and focused on revenue growth by connecting hubspot with onprintshop, admins can sync customer and order data based on their business requirements the integration offers flexible synchronization options, allowing you to choose how contacts and orders are shared between the two systems read the below systematic guide to integrate hubspot crm with your onprintshop website how to integrate choose the sync type admins can select the appropriate sync type based on their operational and business needs one way order and contact sync is ideal when hubspot is used primarily for sales tracking and reporting, while two way contact sync is suitable for teams that actively manage customer information in both systems this flexible approach ensures accurate data synchronization while giving admins full control over how information flows between onprintshop and hubspot one way sync in a one way sync , order and contact data flows from onprintshop to hubspot when this sync type is enabled, contacts created in onprintshop are created as contacts in hubspot, and orders placed in onprintshop are created as deals in hubspot this allows sales teams to view and track customer orders directly within hubspot without manual data entry contact updates are kept in sync using hubspot webhooks if a contact that originated from onprintshop is updated in hubspot, the updated information is pushed back to onprintshop automatically similarly, when contact details are updated in onprintshop, the changes are reflected in hubspot this ensures contact information remains consistent while maintaining a one way flow for order data two way sync with two way contact sync , contacts are synchronized between onprintshop and hubspot in both directions when enabled, contacts created in either system are automatically created in the other any updates made to contact details in onprintshop or hubspot are reflected across both platforms this provides a unified and up to date customer database for teams working in both systems please note that two way synchronization applies only to contacts order data continues to follow a one way sync model from onprintshop to hubspot pre requisites for hubspot crm integration pre requisites for hubspot crm integration create a hubspot crm account from – https //app hubspot com/signup/crm now, with the same account, create the developer's account from – https //app hubspot com/signup/developers/step/user info for the integration, you’ll require onprintshop’s endpoint url, i e , the webhook url get this url from the onprintshop technical team 1 log in to the hubspot account 1 log in to the hubspot account to get the api key, log in to your hubspot account if you are already using hubspot, then you see the following screen click on the sign in with this user 2 get the client id and secret key 2 get the client id and secret key to get the client id and secret key, log in to your developer's account on the home screen, click on the create an app button fill in the details in the app info tab, provide the redirect url in the auth tab and then click on the create app once the application is created, go to the auth tab you’ll find the client id and client secret key copy and save it for the next steps 3 webhook configuration 3 webhook configuration redirect url – in the onprintshop admin panel visit your admin panel and go to the store configuration >> external service settings >> accounting tab >> hubspot here, under redirect url, paste the onprintshop’s endpoint url note the above redirect url (also called onprintshop’s endpoint url or webhook url) will be provided by the onprintshop 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 onprintshop’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 onprintshop’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 4 4 integration into onprintshop admin panel integration into onprintshop admin panel login in to your onprintshop admin panel and go to the store configuration >> external service settings >> others tab >> hubspot here on this screen, paste all the credentials derived in the previous steps sync type – select one way or two way one way – in this sync, onprintshop contacts and orders will be created in hubspot two way – in this sync, onprintshop contacts will be created in hubspot as well and hubspot contacts will be created in the onprintshop system client secret and client id saved in step 3 redirect url endpoint url given by the onprintshop technical team (the one used in step 3) custom/extra fields sync – if you want to sync any other hubspot fields apart from those mentioned above (in step 3), then follow the steps below 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 create a 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’ are both 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 5 sync orders and map fields 5 sync orders and map fields field mapping order and hubspot field mapping defines how order related information from onprintshop (ops) is transferred to hubspot during synchronization this configuration ensures that all required order details are correctly mapped to the corresponding deal , contact , and company fields in hubspot to start with, click on the field mapping button under hubspot sync actions by setting up this mapping, admins can control how data such as order information, customer details, and company data are populated in hubspot, ensuring accuracy and consistency when orders are synced order status mapping order status and deal stage mapping allows admins to link ops order statuses with hubspot deal stages this configuration ensures that each order synced to hubspot reflects the correct stage in the sales pipeline based on its current status in onprintshop to do so, click on the order status mapping button available under hubspot sync actions admins can define and manage this mapping from the configuration settings, enabling better sales tracking and improved visibility of order progress within hubspot sync orders a dedicated order sync page is provided for manually syncing orders from onprintshop to hubspot click on the sync order button this page allows admins to search and filter orders using criteria such as date range , store , and order status after selecting one or more orders, admins can initiate the sync by clicking sync before sending data to hubspot, the system validates the selected orders if an order has already been synced, the existing deal in hubspot is updated instead of creating a duplicate 6 sync contacts 6 sync contacts the sync contacts will sync (create & update) all the onprintshop contacts into the hubspot crm 7 view sync logs and reports 7 view sync logs and reports the logs & reports section allows admins to track and review the outcome of each hubspot sync request this helps in monitoring sync activity and identifying any issues during the synchronization process each log entry includes key details such as the reference id (order id or user id), hubspot id , action performed , sync status , and created date these logs provide clear visibility into both successful and failed sync attempts and assist in troubleshooting when required