HubSpot is a popular inbound marketing and CRM software. The UltraCart StoreFront platform has support for firing their tracking pixel as each page loads as well as creating a deal once the customer orders. This tutorial will guide you through the configuration process.
Main Menu > Storefronts > Storefront host > (Storefront menu) "Privacy and Tracking > Scroll down to Hubspot
Conversion Pixel Configuration
First click on 'StoreFronts' from your menu.
Then click on 'Conversion and Tracking' tab
Next, click on the Other tab as shown below.
Scroll down to the HubSpot section and configure the portal id, API key, and the form guid.
Pipelines and Stages
To find the names of your Pipelines and Stages, login to Hubspot, click Settings at the top of your screen, then click the
Deals link from the left menu. Scroll down to Deal Pipelines and Stages. That section will provide you with the names of all your Pipelines and Stages.
Information Sent to HubSpot
When the form is posted on the receipt load it sends the following information:
When the Deal is created we send the following information:
- dealstage = appointmentscheduled (Conversion Pipeline / Stage configuration fields override this value)
- closedate = current date/time
- dealname = UltraCart order ID (Configuration flag may be set to use Item ID instead)
Additionally, UltraCart will create the following custom deal properties and populate them when a conversion deal is created:
- Order ID
- Order Date
- First Name
- Last Name
- Address 1
- Address 2
- Day Phone
- Evening Phone
- Shipping Method
- Upsell Path
- Coupon (first coupon)
- Coupon (csv of all coupons)
- Item (Item ID)
- Item Quantity
- Item Description
- Item Amount
- Items (csv of all Item IDs)
- Item Quantities (csv of all Item Quantity)
- Item Descriptions (csv of all Item Descriptions)
- Item Amounts (csv of all Item Amounts)
- Upsell Flags (csv of 'Y' and 'N' for each item, indicating if that item was an upsell item)
- Shipping Handling
- Order Total
- Upsell Purchased ('Y' if the order contained at least one upsell purchase, 'N' otherwise)
Finally, when a conversion deal is created, any relevant Contact properties are updated with Order details. This includes City, Country, First Name, Last Name, Phone, Address, State, and Zip.
Testing the Integration
First you need to make sure that you configure a test credit card like the screenshot below. We always recommend deleting test cards when you are finished with them to prevent any type of affiliate fraud.
During the checkout flow you want to view the source to the page and make sure that the view page pixel is being injected property. Search the source for HubSpot and you should find.
In the network tab of your browser's developer tools you can watch the requests. First let's look for the HubSpot analytics code firing on any page of the checkout. You can see the pixel firing by looking for "portal id".js in the Name list. The screenshot below shows what it looks like.
If you use the properly configured test card which will cause pixels to fire on the receipt, then you will also see the form post occur.
The form post happening on the receipt causes the first name, last name and email address to post to the HubSpot form and a contactVid to be created. A few seconds after the payment is processed on the order, UltraCart will make API calls to HubSpot to create a Deal based upon the contactVid for in the amount associated with the order. If everything worked properly, this deal should appear within your HubSpot interface.
Helpful HubSpot Documentation Links to assist you
How do I find my HubSpot portal ID?
How do I get my HubSpot API Key?
How do I find my form guid?