Automatically add customers as a Contact in HubSpot and segment them into Lists with SamCart's HubSpot Integration.

SamCart's Integration Engine allows you to automatically add customers as a Contact and segment them into a list within HubSpot, freeing up time for you to focus on driving more traffic to your SamCart pages instead of adding data manually to your CRM!

Below, we'll break down how to connect SamCart with HubSpot, and how to create rules allowing you to automate the process.

Connecting SamCart With HubSpot

Start by clicking over to your Marketplace Settings, then select the Integrations tab up top. 

Here, you'll see a list of all your active integrations that are connected via the Integration Engine. To add a new HubSpot integration, click either of the New Integration button:

This will prompt a box to appear asking for a Label for the integration as well as the API Key. Once these are added, click Add Integration

Once HubSpot is successfully integrated, it will appear in the Integration Setup tab. 

Now we're ready to create some Integration Rules! Below, we'll go over the two types of Integration Rules in SamCart. 

Creating Integration Rules at the Product Level 

Now that SamCart is "connected" to HubSpot, you'll need to establish simple rules that tell the Integration Engine what to do when certain actions takes place in your SamCart Marketplace. 

Head over to your Product and click into the Integrations tab (1), then click New Rule (2)

First, you’ll need to decide what action you want to perform on your integration. An action is the functionality available in an Integration you are connected to. In the Integration dropdown, select your connected Integration you'd like to set up a rule for. Then select the Integration specific Action. 

Once you have your Integration and Action selected, click on Next Step.

Next, you’ll need to select a trigger. A trigger is the event inside of your SamCart Marketplace that tells the Integration Engine it’s time to make something happen in a connected application. 

In the first dropdown on the second step, you will want to select either eCommerce or Courses. eCommerce rules will apply to actions on your product pages, while Courses triggers will be anything related to the Courses app. The available triggers in the dropdown will be specific to the selected integration. In this example, we’ll use the Product Purchased trigger as it’s the most common. 

Select Product Purchased from the drop-down menu and click Next Step:

NOTE: Each application has different Actions available. The following are available on HubSpot Integration

  • Product Purchased - fires when a product is purchased as a primary product, upsell, order bump, or payment option.

  • Product Refunded - fires when a refund occurs inside of SamCart for the product.

  • Product Partially Refunded - fires when a partial refund occurs inside of SamCart for the product.

  • Prospect Created (i.e. Cart Abandonment) - fires 2 hours after a prospect is created. See more information on the Cart Abandonment feature here.

  • Subscription Canceled - fires when the Subscription Status turns to "Canceled” or "Delinquent."

  • Subscription Charged - fires each time your customer completes a successful recurring charge.

  • Subscription Charge Failed - fires when your customer experiences their first recurring payment failure.

  • Subscription Delinquent - fires when the Subscription Status turns to "delinquent." Delinquency occurs after 4 failed payments in a row. See more information on the Subscription Saver and Dunning feature here.

  • Subscription Recovered - fires when your customer is within the Dunning Cycle and has a successful charge.

  • Subscription Restarted - fires when you manually restart a user's subscription from either the fully delinquent status or canceled status.

  • Subscription Charge Refunded - fires when a refund occurs inside of SamCart for a customer's subscription charge.

  • Subscription Charge Partially Refunded - fires when a partial refund occurs inside of SamCart for a customer's subscription charge.

  • Upsell Purchased - fires when the product is purchased as an upsell.

  • Subscription Completed - (for Limited Subscriptions only) fires when a limited subscription has it’s final successful charge.

Creating Global Integration Rules

Global Rules aren't too different from Product-Level Integration Rules, except for the fact that they're triggered by every Product in your Marketplace. For example, if you'd like all new customers, regardless of the Product they purchased, to be added as a Contact all with the same List, you'd create a Global Rule

To create a Global Rule in SamCart, head back to your Marketplace's Integration Settings and navigate to the Global Rules tab.

Click on the Global Rules tab (1) and select New Rule (2):

Once you've done that, the steps to creating a Global Rule are identical to that of a Product-Level Integration Rule. Reference the "Creating Integration Rules at the Product Level:" section above for a detailed breakdown on how to proceed. 

After your Global Rule is created, it will appear under the Global Rules tab: 

Syncing E-commerce Data with HubSpot

Our HubSpot integration now allows for SamCart to post e-commerce data to your HubSpot e-commerce dashboard. If you have an existing HubSpot integration, the first step will be to reconnect the integration. If you just set up your HubSpot integration, you can skip ahead to Creating Integration Rules

Authenticating HubSpot

Navigate to SamCart’s Integration Engine and locate your HubSpot integration. Click Edit (1), and in the popup that appears select Reconnect with OAuth (2).

You will be redirected to HubSpot to log in and give SamCart the ability to post e-commerce data.

Next, navigate back to your SamCart Integration dashboard to Refresh the integration. This step only needs to be done once, and will ensure that SamCart receives custom field mapping and additional data from HubSpot.

Creating Integration Rules

Now that you have successfully reconnected with HubSpot, you can set up integration rules that will create a new e-commerce pipeline in HubSpot. SamCart order details will show in HubSpot's e-commerce dashboard, deal pipelines, and contact records.

After clicking New Rule, select a trigger from the drop down list.

Select HubSpot (1) as the Integration, and Sync Ecommerce Deal (2) as the action. Then click Next Step (3):

That’s it! On every order sent over to HubSpot, SamCart will create/update the following information:

  • Contact: name, email, phone number, billing address
  • Deal (SamCart's "Orders"): shipping & line item price, tax, quantity, discount (coupon amount) if applied
  • Product: name, description, price

Here is a list of triggers that you can use with the Sync Ecommerce Deal action:

Custom Field Mapping

To map custom fields, click on the Settings icon to open the integration mapping screen:

Click + Add Custom Field Mapping to select which SamCart Custom Field and HubSpot Contact Deal you want to map. Please note that, when mapping SamCart Custom Fields into custom properties in HubSpot, you will see a long list of custom properties to map to with prefixes of “Contacts” and “Deals.” Choosing the right mapping is important to ensure your data lands where you expect!

NOTE: You can only map SamCart Custom Fields to HubSpot custom properties that are the data type of “Text.” All non-text HubSpot custom properties with data such as date, multi-select, checkbox, etc. cannot be mapped to SamCart custom fields.

Frequently Asked Questions

Q: I've set up my integration correctly but nothing is showing up in HubSpot after running a Sandbox Mode/test order.

A: Check the email address you used in your Sandbox Mode/test order. If you used the same email address for another Contact already located in HubSpot, it's likely the Contact won't be added again. Try again using a different email address.

Q: My integration seems to be functioning properly, but a customer wasn't added seemingly at random. What happened? 

A: If an integration rule fails to fire, there's always a reason. The Integration Engine keeps a record of the last 1,000 integration events that took place in your Marketplace, and they can be viewed by heading to Marketplace Settings > Integrations > Logs.

Here, you can search for the event in question and check if anything went wrong. 99% of the time the Logs can provide insight into exactly what might've went wrong with that action. 

Q: The Tag I'm looking for isn't showing up when I try to create an integration rule. What should I do? 

A: If you don't see what you're looking for when creating a rule hit the Refresh button before looking again: 

If you created the List after you set up the integration with SamCart for the first time, there's a good chance you'll need to Refresh the list in order for it to fetch your current settings.  

Q: How can I delete, re-name, or refresh my integration if I made some changes in HubSpot? 

A: Head to Marketplace Settings > Integrations and click the Edit, Refresh, or Delete buttons to make these changes to your integration: 

Q: I've already integrated with HubSpot via the old integration system. Can I have both running?

A: There's nothing stopping you from running both at the same time, though we do recommend switching everything over to the new Integration Engine

Q: When creating a rule, I do not see my tag or list. What do I do?

A:  This is due to integrations only showing some of your tags to help it load faster! If you start typing in the name of the tag/list then it'll appear. If you are still not seeing your tags/lists, you might need to “Refresh” the connection to your integration. 

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