How does contact sync actually work in the integration?

Before diving into the contact syncing process, it’s important to understand that there are two types of users on a WooCommerce website: Registered Users and Guest Users.
Registered users are those who sign up on the website before making any purchase, while guest users are those who place an order without signing up. The information of registered users is typically stored in the “Users” section of the WordPress website, whereas guest user information is saved in the billing details of the order.
When an order is placed on the website, the contact information associated with that order is synced to HubSpot via our integration, based on the type of user who made the purchase. If the order is placed by a registered user, the contact information will be synced under the customer section of the order, as shown in the screenshot.

On the other hand, if the order is placed by a guest user, the contact information will be synced using the billing details from that order.

Additionally, all registered users will be synced to HubSpot as contacts, regardless of whether they have placed an order on the website. You can manage real-time syncing by filtering registered users based on their user roles, as shown in the screenshot below. By default, the sync includes all users roles. This feature can be accessed in the integration under: Settings Tab > Plugin Settings > Sync with User Role

 

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