To use the HubSpot configuration, you first need to authorize the Cart2Quote HubSpot API with your HubSpot CRM
To authorize Cart2Quote, please go to your Magento Backend:
Located: System > Configuration > Cart2Quote > HubSpot API Configuration > Capsule API Configuration
– Press HubSpot verification
– Choose your account
– HubSpot is now fully activated
Deal value mapping
Configure the total that is added to the deal by selecting a total type in the “Configure expected value mapping” field.
Configure Status mapping:
1. Configure your Pipelines (if haven’t already done that)
In HubSpot go to Settings > Sales > Deals > Deals Pipelines and Stages: press “Add another pipeline”
2. Configure mapping of the quote status and the milestones
Go to: System > Configuration > Cart2Quote > CHubSpot API Configuration > Status Mapping > Pipeline
3. Select the Pipeline in the dropdown. After that configure the Pipeline stages for each quote status.
4. Save the page
Configure the sales representative mapping:
Go to: System > Permissions > Users > Select the sales representative you want to map
You can select the sales representative you want to map to a HubSpot owner in the field “HubSpot Owner username.”
1. Magento Customer
The customer is created only when a customer does not exist in HubSpot.
This will be checked on each quote save (create quote, change status or update prices)
The deal will be created when a quote saves (create quote, change status or update prices)
The quote will be mapped to deal with a unique ID, each quote saves the deal will be updated.