Learn how to automatically sync BigCommerce customers to HubSpot CRM using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Integration
To automatically sync BigCommerce customers to HubSpot CRM, you first need to access Pabbly Connect. This platform allows seamless integration between various applications.
Start by visiting the Pabbly Connect website and signing up for a free account if you are a new user. Existing users can simply log in. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create workflows.
2. Create a Workflow in Pabbly Connect
After accessing your Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. Here, you will name your workflow, for example, ‘Sync BigCommerce Customers with HubSpot CRM’. This step is crucial as it sets the stage for your automation. using Pabbly Connect
- Click on the ‘Create’ button to proceed.
- You will see two boxes: one for the trigger and one for the action.
- Select ‘BigCommerce’ as the trigger application and ‘HubSpot’ as the action application.
This setup ensures that whenever a new customer registers on your BigCommerce store, their information will automatically be sent to HubSpot CRM.
3. Set Up BigCommerce Trigger
In this step, you will configure the BigCommerce trigger in Pabbly Connect. Select the ‘New Customer’ trigger event, which activates whenever a new customer is added to your BigCommerce store.
Next, click on the ‘Connect’ button and choose to add a new connection. You will need to provide the Client ID, Access Token, and Store Hash Key from your BigCommerce account. Follow the instructions to retrieve these details.
- Log into your BigCommerce account and navigate to API accounts.
- Create a new API account and enable the necessary OAuth scopes.
- Copy the Client ID, Access Token, and Store Hash Key back into Pabbly Connect.
Once these details are saved, you will need to test the connection by creating a new customer in BigCommerce to ensure that Pabbly Connect captures the data correctly.
4. Integrate HubSpot CRM with Pabbly Connect
After successfully setting up the BigCommerce trigger, the next step is to connect HubSpot CRM. In Pabbly Connect, select HubSpot as the action application and choose the option to create a contact. using Pabbly Connect
Click on ‘Connect’ and authorize Pabbly Connect to access your HubSpot account. Once connected, you will need to map the customer details from BigCommerce to the corresponding fields in HubSpot, such as email, first name, and last name.
Map the email address, first name, last name, and other relevant fields. Ensure that you remove any unnecessary fields to streamline the contact creation process. Click ‘Save and Send Test Request’ to verify that the data is sent correctly to HubSpot.
Upon successful testing, you will see the new customer data reflected in HubSpot CRM, confirming that the integration works smoothly.
5. Conclusion: Automate Your Customer Sync
By using Pabbly Connect, you can effortlessly sync BigCommerce customers to HubSpot CRM. This automation saves time and reduces manual data entry errors, ensuring that your customer database is always up-to-date.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Once set up, you can relax knowing that every new customer registration on BigCommerce will automatically create a contact in HubSpot. This powerful integration allows you to focus on your business while Pabbly Connect handles the backend processes.
For more details on how to use Pabbly Connect for various integrations, feel free to explore additional resources and tutorials available on the platform.