HubSpot Deal Per Order Lite

Description

Looking for an automated free system to convert every WooCommerce store order into HubSpot Deal and easily forecast your sales and revenue?

Make a smart move by choosing HubSpot Deal Per Order Lite. This plugin motivates the conversion of each order into HubSpot deal automatically.

There are no hidden costs involved with the plugin installation for HubSpot CRM or any other helping extension. Also, extended support to HubSpot free CRM makes tracking much easier.

HubSpot Deal Per Order Lite plugin connects your store to your HubSpot account and creates a special “WooCommerce Sales Order Pipeline”. The order pipeline holds 6 stages and passes on every order to your HubSpot account in Sales deal section. Every order is then converted into the HubSpot deal and is assigned to a contact and a valid deal stage.

Note: HubSpot Deal Per Order Lite works even with HubSpot free CRM. It means you can get the full sales reporting feature in the free CRM as well.

WooCommerce Order Pipeline with Deal Stage Names

  • Failed
  • Canceled
  • Pending
  • On-hold
  • Processed
  • Shipped (completed orders)

Main features

  • Converts each and every order of your ecommerce store to HubSpot Deal with appropriate deal-stage, amount and closing date.

  • Auto updates the deals on HubSpot whenever any order status is changed.

  • Assigns the well-defined stage to the deals according to their current status on store as order.

  • HubSpot Deal Per Order Lite setup and creates a new “WooCommerce Order Pipeline” with 6 stages similar to woocommerce order status.

  • WooCommerce Sales Pipeline uses different deal stages for the orders with the winning probability assigned to all.

Note: The features listed below are available with the Premium version of HubSpot Deal Order that implies you need HubSpot Deal Per Order Premium version to take advantage of these exclusive features. You can get the premium version here!

Premium features

  • Forecast Your Sales and Revenue

  • Proper tracking of Orders

  • HubSpot deal pipeline helps you to track your deal’s progress

  • Assign Tasks for your unpaid orders

  • Real time Order Tracking

Benefits

  • Shop Orders can be converted and seen as HubSpot Deals with the associated revenue and contact with that.

  • HubSpot Deals allows you to track your overall revenue and sales generated from your store.

  • HubSpot Deal Per Order Lite will make the forecasting easy for the revenue fixed to be generated from certain deals.

  • Tracking contacts with orders (as deals) in pending or on-hold have become easy with HubSpot Deal Per Order Lite.

  • Managing and focussing on contacts with more driven revenue is now easy.

MINIMUM REQUIREMENTS

  • WordPress 4.0 or greater
  • WooCommerce 3.0.0 or greater
  • PHP version 5.6 or greater
  • MySQL version 5.0 or greater

Want Help!

  • To know more regarding the extension you can visit here

  • For Plugin Documentation you can visit here

  • For More Plugins By MakeWebBetter visit here

  • For More Plugins By MakeWebBetter over codecanyon you can visit here

Support

If you need support or have any question then kindly use our online chat window here or send us email at support@makewebbetter.com

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Screenshots

  • General settings to get started.
  • Authorizing and connecting HubSpot account with the extension.
  • Allowing access to our HubSpot app
  • Creating new pipeline for new deals.
  • WooCommerce order Pipeline on your HubSpot.
  • Completed with plugin setup.
  • HubSpot Deals in the WooCommerce Order Pipeline.
  • Deal Forecast in HubSpot fre CRM

Installation

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of HubSpot Deal Per Order Lite, log in to your WordPress dashboard, navigate to the Plugins menu and click Add New.

In the search field type “HubSpot Deal Per Order Lite” and click Search Plugins. Once you’ve found our HubSpot Deal Per Order Lite plugin you can view details about it such as the point release, rating and description. Most importantly of course, you can install it by simply clicking “Install Now”.

Manual installation

The manual installation method involves downloading our HubSpot Deal Per Order Lite and uploading it to your webserver via your favourite FTP application. The WordPress codex contains instructions on how to do this here.

Updating

Automatic updates should work like a charm; as always though, ensure you backup your site just in case.

FAQ

Will I get the HubSpot deals reporting and sales forecast with free CRM?

Yes, HubSpot allows these two features even in the free CRM. You can get the deals forecast from the sales dashboard section and can generate frequent reports in the basid of that.

How can I see all my new deals created by the extension?

In the HubSpot Deals section, there is a filter for the pipelines and on selecting the WooCommerce Order Pipeline, it will show up all the new deals created under WooCommerce Order Pipeline.

Is this plugin a add-on or works independently?

The plugin HubSpot Deal Per Order Lite is a single and main extesnion that works independently. All you have to do is to connect your HubSpot account and setup a new pipeline and you are ready with the plugin setup.

How does it work?

The plugin creates a new deal on HubSpot every time a order is placed on your store. Also on order status transition, the same will be reflected on HubSpot.

Does this plugin have a premium version too?

Yes, you can get the premium version of HubSpot Deal Per Order Lite by clicking here

Contributors & Developers

“HubSpot Deal Per Order Lite” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.0

  • First version

1.0.1

  • Bug Fixes