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Deal Per Order for HubSpot

开发者 MakeWebBetter
更新时间 2019年10月4日 20:21
捐献地址: 去捐款
PHP版本: 5.6 及以上
WordPress版本: 5.1.1
版权: GPLv3 or later
版权网址: 版权信息

标签

wordpress woocommerce ecommerce free crm HubSpot deals deal per woocommerce order revenue forecast hubspot sales sales dashboard hubspot free crm

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详情介绍:

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 Deal Per Order for HubSpot. This plugin motivates the conversion of each order into the 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. Deal Per Order for HubSpot 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 the Sales deal section. Every order is then converted into the HubSpot deal and is assigned to a contact and a valid deal stage. Note: Deal Per Order for HubSpot works even with HubSpot free CRM. It means you can get the full sales reporting feature in the free CRM as well.

安装:

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 Deal Per Order for HubSpot, log in to your WordPress dashboard, navigate to the Plugins menu and click Add New. In the search field type " Deal Per Order for HubSpot" and click Search Plugins. Once you've found our Deal Per Order for HubSpot 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 Deal Per Order for HubSpot 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.

屏幕截图:

  • General settings to get started.
  • Authorizing and connecting HubSpot account with the extension.
  • Allowing access to our HubSpot app
  • Creating a 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 free CRM

升级注意事项:

1.0.2
  • Bug Fixes

常见问题:

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 to forecast from the sales dashboard section and can generate frequent reports based on 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 an add-on or works independently?

The plugin Deal Per Order for HubSpot is a single and main extension that works independently. All you have to do is to connect your HubSpot account and set up 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 an order is placed on your store. Also on order status transition, the same will be reflected on HubSpot.

更新日志:

1.0.2 1.0.1 1.0.0