Connect your PrestaShop online shop with HubSpot to synchronise your data (customers, orders, products, analytics, coupons, etc.) in HubSpot and thus benefit from all its tools to convert leads and potential customers into buyers and retain them.
To get the most out of this addon, you will need a HubSpot account (PRO plan is the minimum recommended requirement) and a PrestaShop shop.
*If you don’t have an account and you want us to advise you on how to create one, click here.
*Create a free account here.
1. Download the PrestaSyncro addon
You can download the module on the following platforms:
- from the HubSpot APP Marketplace (accessing this from your account or from the public Marketplace)
- from the PrestaShop Marketplace website
- from the syncrosuites.com website
- from Tiralíneas
2. Installing the module in PrestaShop
Once the PrestaSyncro addon has been downloaded to your computer, go to the private area ofyour PrestaShop store.
To do this you will need a username and password, and that user must also have permissions to install Addons or Modules.
Once you are there, if you have access to manage modules, you will see the Modules section in the left side menu.
Click on Modules > Modules:
Here you will see a view similar to the one below, where you will see the current modules that your shop has.
To upload the PrestaSyncro addon or module, click on Upload a module.
Here you can drag the module you have downloaded and load it or Select the file saved on your computer.
Once uploaded, the system will notify you that everything has been installed correctly with this message: Module installed!
The next step is the set-up. Click on the Settings button.
3. PrestaSyncro module set-up
Once the PrestaSyncro addon is installed, we have to configure the synchronisation with your HubSpot account. You will see a panel like this.
Click the Connect your account button to connect the module with your HubSpot account.
*If you don’t have an account and you want us to advise you on how to create one, click here.
3.1. Connection with HubSpot
The HubSpot configurator will appear and here you have to click on the account that you want to connect with your PrestaShop.
*All the HubSpot accounts to which you have access will appear here. Remember to choose the one that corresponds to your PrestaShop shop.
Click on the account and click on the Choose Account button.
Here it is simply a case of reviewing the objects to which you will give access in order to enjoy the complete application functionality. It is recommended that you connect the account using a Super Admin account. Once you have reviewed these, click on the Connect the application button at the bottom.
*You may have to validate the reCaptcha for security reasons.
Once you have done this, you will have connected the HubSpot account with your PrestaShop shop.
In HubSpot, in the Connected Applications section, you will always have the option to contact support and to access the documentation that you are reading now.
3.2. Set-up in PrestaShop
We return to our PrestaShop panel. We click on the HubSpot section that we now have in our PrestaShop side menu.
At this point we are going to define the name of the Store in HubSpot (this is the name that we will see in our HubSpot) and the referral URL of the online shop.
*This is designed more for customers who have several PrestaShop shops with multishop and want to identify the history of orders, shopping baskets and customers for each. Our addon, as you can see, allows multishops!
Once the records are defined, click on DEFINE SHOP.
The following steps are very important: create the properties and groups necessary to complete the set-up of the PrestaSyncro integration of PrestaShop and HubSpot.
Click on the button Create group and properties. It’s a very quick process.
In the next step, you can assign the stages of the purchase cycle that correspond to the 6 in HubSpot. This will create a new pipeline in HubSpot. *If you have a starter account, a new exclusive ecommerce pipeline will be generated.
The last step is synchronisation. If you want, you can launch it now and start working. In this step you can either sync all of your records or apply a filter to only sync records created from a specific date. Once the first synchronisation is done, later synchronisation will be done automatically.
We have finished the set-up! Easy, wasn’t it? :)
3.3. PrestaSyncro dashboard
You are connected. The first thing you will see is that you are connected and where (if you are a regular HubSpot user you will know that your account has an ID).
The next two pieces of data are the validators.
Thanks to this addon, in addition to integrating PrestaShop with your HubSpot, you will now have the HubSpot analytics script installed. Without entering any additional code. This will allow you to take all the statistics and analytics to HubSpot. From HubSpot Chats, you can also create forms and other elements that will now be seen directly in your PrestaShop, without changing any code or needing the help of a programmer. Sounds good, doesn’t it?
4. Synchronisation
We have now finished the set-up. Now it’s time to carry out the first synchronisation.
This time the migration will be carried out on everything you have in PrestaShop at the level of Customers, Products, Orders and Shopping baskets. *In the coming weeks you will be able to synchronise from the date that you choose without having to migrate everything.
