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HubSpot is a powerful platform that offers a variety of tools to help businesses grow and succeed. One of these tools is the Commerce Hub, which allows businesses to create an online store and manage their sales and customer data all in one place.
In this tutorial, we’ll walk you through the process of setting up your shopping cart and checkout in the HubSpot Commerce Hub. By the end, you’ll have a fully functional online store that integrates seamlessly with your HubSpot CRM.
Why Use the HubSpot Commerce Hub?
The Commerce Hub is a valuable tool for businesses looking to expand their online presence and streamline their sales process. Here are a few reasons why you should consider using the Commerce Hub for your online store:
Integration with HubSpot CRM
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The Commerce Hub integrates seamlessly with the HubSpot CRM, allowing you to track and manage all of your customer data in one place. This makes it easier to personalize your marketing and sales efforts and provide a better customer experience.
Easy to Use
The Commerce Hub is designed to be user-friendly and intuitive, making it easy for businesses of all sizes to set up and manage their online store. You don’t need any coding or technical skills to get started, and the platform offers a variety of templates and customization options to fit your brand.
The Commerce Hub offers a range of advanced features to help you optimize your online store and increase sales. These include abandoned cart recovery, product recommendations, and the ability to create discounts and promotions.
Setting Up Your Shopping Cart
Before you can start selling products through your online store, you’ll need to set up your shopping cart. Here’s how to do it:
Step 1: Create a New Shopping Cart
To create a new shopping cart, log into your HubSpot account and navigate to the Commerce Hub. Click on “Shopping Carts” in the left-hand menu, then click “Create shopping cart” in the top right corner.
Step 2: Choose a Template
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Next, you’ll need to choose a template for your shopping cart. HubSpot offers a variety of templates to choose from, or you can create your own custom design.
Step 3: Customize Your Shopping Cart
Once you’ve chosen a template, you can customize it to fit your brand. This includes adding your logo, changing colors and fonts, and adding any necessary pages or sections.
Step 4: Add Products
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Now it’s time to add your products to your shopping cart. Click on “Products” in the left-hand menu, then click “Create product” in the top right corner. You can add product details, images, and pricing information here.
Step 5: Set Up Payment Options
To accept payments through your online store, you’ll need to set up payment options. HubSpot offers integrations with a variety of payment processors, including PayPal and Stripe. Simply choose the one that works best for your business and follow the instructions to set it up.
Creating Your Checkout Process
Once your shopping cart is set up, you’ll need to create your checkout process. This is the final step in the purchasing process and is where customers will enter their payment and shipping information.
Step 1: Create a Checkout Page
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To create a checkout page, navigate to “Checkout” in the left-hand menu and click “Create checkout page” in the top right corner. You can choose from a variety of templates or create your own custom design.
Step 2: Customize Your Checkout Page
Next, you’ll need to customize your checkout page to fit your brand. This includes adding your logo, changing colors and fonts, and adding any necessary pages or sections.
Step 3: Set Up Shipping Options
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To offer shipping options to your customers, you’ll need to set them up in the Commerce Hub. Navigate to “Shipping” in the left-hand menu and click “Create shipping method” in the top right corner. You can choose from a variety of options, including flat rate, weight-based, and real-time carrier rates.
Step 4: Test Your Checkout Process
Before launching your online store, it’s important to test your checkout process to ensure everything is working correctly. You can do this by placing a test order and going through the entire purchasing process.
Integrating with HubSpot CRM
Once your shopping cart and checkout process are set up, you’ll need to integrate them with your HubSpot CRM. This will allow you to track and manage all of your customer data in one place.
Step 1: Connect Your Shopping Cart to Your CRM
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To connect your shopping cart to your CRM, navigate to “Settings” in the left-hand menu and click “Integrations”. Click “Connect” next to the HubSpot CRM integration and follow the instructions to connect your accounts.
Step 2: Set Up Contact Properties
Next, you’ll need to set up contact properties in your CRM to track customer data from your online store. This includes information such as order history, abandoned cart data, and customer preferences.
Step 3: Create Workflows
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Workflows are a powerful tool in HubSpot that allow you to automate tasks and personalize your marketing and sales efforts. You can create workflows to trigger based on actions taken by customers on your online store, such as making a purchase or abandoning their cart.
The HubSpot Commerce Hub is a valuable tool for businesses looking to expand their online presence and streamline their sales process. By following the steps outlined in this tutorial, you can set up a fully functional online store that integrates seamlessly with your HubSpot CRM. With advanced features and easy-to-use templates, the Commerce Hub is a great choice for businesses of all sizes.