前言介紹
- 這款 WordPress 外掛「Integration for HubSpot and WooCommerce」是 2019-06-09 上架。
- 目前有 100 個安裝啟用數。
- 上一次更新是 2025-04-24,距離現在已有 10 天。
- 外掛最低要求 WordPress 3.8 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 5.3 以上。
- 有 2 人給過評分。
- 還沒有人在論壇上發問,可能目前使用數不多,還沒有什麼大問題。
外掛協作開發者
外掛標籤
hubspot | hubspot and woocommerce | hubspot crm woocommerce | hubspot woocommerce plugin | hubspot and woocommerce integration |
內容簡介
這個 WordPress 外掛讓你可以輕鬆在 HubSpot 中建立聯絡人、公司、任務和交易,當有人透過 WooCommerce 下單時。欲了解更多請至crmperks.com。
HubSpot WooCommerce 整合設置
前往 WooCommerce -> 設置 -> HubSpot 標籤,然後新增新帳號。
前往 WooCommerce -> HubSpot 資訊欄,然後建立新的饋送。
將所需的 HubSpot 欄位對應到 WooCommerce 訂單欄位。
測試輸入並傳送至 HubSpot。
前往 WooCommerce -> HubSpot 日誌,並驗證訂單是否已傳送至 HubSpot。
連接 HubSpot 帳號
透過簡單的 OAuth 2.0 認證或 API 金鑰,連接 HubSpot 帳號到 WooCommerce。同時,您可以連接多個 HubSpot 帳號。
欄位對應
簡單地選擇 HubSpot 物件(聯絡人、公司、任務、交易),然後將 WooCommerce 訂單欄位對應到該 HubSpot 物件的欄位(聯絡人、公司、任務、交易)。
匯出事件
選擇何時傳送 WooCommerce 訂單數據至 HubSpot。例如,於訂單完成時將 WooCommerce 訂單傳送至 HubSpot。
CRM 日誌
此外掛會詳細記錄儲存每個 WooCommerce 訂單是否已傳送至 HubSpot,而且您可以輕鬆地重新傳送訂單至 HubSpot。
錯誤報告
若傳送數據至 HubSpot 時出現錯誤,會發送包含錯誤詳細資料的電子郵件至指定的電子郵件地址。
主鍵
您可以透過設置主鍵欄位,更新在 HubSpot CRM 中的舊物件(聯絡人、公司),而不是創建新物件(聯絡人、公司)。
篩選訂單
預設上,所有 WooCommerce 訂單都會傳送至 HubSpot,但您可以套用篩選器及設置規則以限制傳送至 HubSpot 的訂單。例如,在傳送至 HubSpot 時只傳送特定城市的訂單。
分派物件
您可以將任務和交易分派給任何聯絡人,同樣地,將任何聯絡人添加到公司。
以記事方式傳送數據
將一對多的 WooCommerce 訂單欄位資料以聯絡人/公司備註的方式傳送至 HubSpot CRM。
高級版
高級版提供以下功能:HubSpot WooCommerce Plugin Pro
將 WooCommerce 訂單項目新增至 Hubspot 交易產品。
HubSpot 自訂欄位。
將 HubSpot 聯絡人新增至交易、票證、任務、公司。
批次傳送 WooCommerce 訂單至 Hubspot。
HubSpot 電話號碼欄位。
在 HubSpot CRM 中將聯絡人新增至清單和工作流程。
在 HubSpot CRM 中將任何物件(聯絡人、交易、票證、公司等)分配至擁有人。
在 HubSpot 中更新交易和票證。
在 HubSpot CRM 中設置票證狀態、交易階段和狀態。
追蹤 WooCommerce 客戶的 Google Analytics 參數及地理位置。
使用常用電子郵件及電話查閱服務查詢引導的電子郵件和電話號碼。
高級附加元件
我們提供 20 多個高級附加元件,並定期新增新元件,您很可能會擁有你所需的所有元件。查看所有附加元件
想要傳送數據至其他 CRM 嗎?
我們有提供 20+ CRM 的高級版擴充元件。
原文外掛簡介
Easily create any object like Contact, Company, Task, Deal, Lead, Cart, Order in HubSpot when an order is placed via WooCommerce. Learn more at crmperks.com
Unlock Powerful HubSpot Integration with Our Enhanced Features
We’ve added a host of new features to our WooCommerce HubSpot integration, making it more powerful and versatile than ever.
Automate WooCommerce Order Syncing with HubSpot
Take your eCommerce integration to the next level by automatically synchronizing your WooCommerce orders and customers with HubSpot. Generate HubSpot objects such as Orders, Deals, Carts, and Invoices directly from WooCommerce orders, ensuring your sales and marketing teams have up-to-date data at all times.
Seamless Support for All HubSpot Objects
Effortlessly create and manage any HubSpot object, including Contacts, Companies, Tasks, Tickets, Deals, Leads, Carts, Orders, Invoices, Listings, Services, Courses, and even Custom Objects. Easily associate objects with one another for example, linking a contact to an order, lead, deal, or invoice with just a few clicks.
HubSpot WooCommerce Integration Setup
Go to WooCommerce -> Settings -> HubSpot tab then add new account.
Go to WooCommerce -> HubSpot Feeds tab then create new feed.
Map required HubSpot fields to WooCommerce Order fields.
Send your test entry to HubSpot.
Go to WooCommerce -> HubSpot Logs and verify, if entry was sent to HubSpot.
Connect HubSpot Account
Connect HubSpot Account to WooCommerce by simply oauth 2.0 authentication or your Private Hubspot App. Also you can connect multiple HubSpot accounts.
Fields Mapping
Simply Select HubSpot Object(Contact, Company, Task, Deal) then map WooCommerce Order fields to HubSpot Object(Contact, Company, Task, Deal) fields.
Export Event
Choose event, when WooCommerce Order data should be sent to HubSpot. For example , send WooCommerce Order to HubSpot on Order Completion.
CRM Logs
Plugin saves detailed log of each WooCommerce Order whether sent or not sent to HubSpot and easily resend an Order to HubSpot.
Error Reporting
If there is an error while sending data to HubSpot, an email containing the error details will be sent to the specified email address.
Primary Key
Instead of creating new Object(Contact, Company) in hubspot CRM, you can update old object(Contact, Company) by setting Primary Key field.
Filter orders
By default all Woocommerce orders are sent to HubSpot, but you can apply filters & setup rules to limit the orders sent to HubSpot. For example sending Orders from specific city to HubSpot.
Assign Objects
You can assign task and deal to any contact, similarly add any contact to a company.
Send Data As Notes
Send one to many WooCommerce Order fields data as Contact/Company Note in hubspot CRM.
Premium Version.
Following features are available in Premium version only.HubSpot WooCommerce Plugin Pro
Add WooCommerce Order Items as Products to Hubspot Deals, Orders, Invoices, Carts.
HubSpot Custom fields and custom objects.
Assign one object to others objects(e.g assign Contact to Order).
Add HubSpot Contact to Deal, Order, Invoice, Ticket, Task, Company.
Send WooCommerce Orders in bulk to Hubspot.
HubSpot Phone Number fields.
Assign Pipeline and stage to any Hubspot Object.
Add a Contact to lists and workflows in Hubspot CRM.
Assign owner to any object(Contact, Deal, Ticket, Company etc) in Hubspot CRM.
Update deals and tickets in HubSpot.
Set Ticket Status , Deals stage and Status in Hubspot CRM.
Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
Lookup lead’s email and phone number using popular email and phone lookup services.
Premium Addons
We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons
Want to send data to other crm
We have Premium Extensions for 20+ CRMs.View All CRM Extensions
Our free HubSpot Plugins
Contact Form 7 HubSpot
Gravity Forms HubSpot
各版本下載點
- 方法一:點下方版本號的連結下載 ZIP 檔案後,登入網站後台左側選單「外掛」的「安裝外掛」,然後選擇上方的「上傳外掛」,把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二:透過「安裝外掛」的畫面右方搜尋功能,搜尋外掛名稱「Integration for HubSpot and WooCommerce」來進行安裝。
(建議使用方法二,確保安裝的版本符合當前運作的 WordPress 環境。
1.1.4 | 1.1.7 | 1.1.9 | trunk |
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