Do you feel overwhelmed by all the considerations you need to make before setting up your data integration?
By default, there are many fields that come “out of the box” in a HubSpot portal, but users can also create new, custom properties as they please.
A custom property is a property that you create to meet your unique needs. Once you create a custom contact property, it becomes available on every contact record in your CRM.
Whenever you create a custom property, you need to select a field type. Every field type has a superpower-one thing that it’s really, really good at.
It is very important to decide what customer data your business relies on. Apart from the data that we are already syncing (link for our fields, that we are creating and syncing).
Create your own custom property-fields as per your business
Yes, It entirely depends on your business. Here’s an example to help you think up some ideas. if you are selling a subscription product, your business marketing strategy should depend on –
1- Which subscription product your customer has purchased?
2- At what stage your customer’s subscription is (active / paused / unsubscribed)?
3- How many months so far your customers enjoyed your subscription?
4- Which plan currently your customer is using?
If you are using any of the well known WooCommerce extension, you can get our list of suggestions from here (there will be a button, that will open a form and ask them to submit the email, and in the drop-down, we will have some options like learndash|bbpress|buddypress etc).
How to Sync data from WooCommerce to HubSpot
When creating a custom contact, company, or deal property in HubSpot, it’s important to keep in mind what type of information you want this property to collect and store. This will determine what you choose as the field type for this property.
Decide all of the customer data that you want to sync from WooCommerce to HubSpot. Everyone has a different business so you too, and there are always some special customer data that your store have. That is very important to decide marketing strategy for that customer.
How Hubspot helps in keeping all the customers’ records?
In HubSpot, the properties hold information about a contact, company, deal, etc. For example, a contact record’s First name property holds the contact’s first name, while the Contact owner property contains the HubSpot user who interacts with the contact regularly.
In addition to HubSpot’s default contact properties, default company properties, default deal properties, and default ticket properties you may need properties that resonate more closely with your particular industry or marketing/sales funnel. As a result, you can create properties of your own.
If you have those customer details in the HubSpot, you can segment the customer by creating the lists. You can visualize your report about how you are performing and can set your goals by starting the campaign to convert for the highly valued subscription.
HubSpot Field to Field Sync Plugin will map and synchronize existing HubSpot custom contact properties with the WordPress users’ fields (custom as well as default both).
The selected properties can be mapped to the desired user field of WordPress by just enabling the add-on & doing some mappings.
All you’ll need to do in order to see and interact with your HubSpot data from within your CRM is set up a quick and simple integration with HubSpot!