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EvolutionX HubSpot Integration: A Step-by-Step Guide

Girinath A
December 12, 2023 |
EvolutionX HubSpot Integration

The EvolutionX HubSpot Integration is a game-changing solution that brings together the power of a B2B eCommerce platform and a CRM platform to create a unified system that helps businesses improve their eCommerce site performance and customer satisfaction. 

How To Integrate EvolutionX and HubSpot

There are several ways to integrate EvolutionX with HubSpot, including:

1. Manual Data Entry

This involves manually transferring data from EvolutionX to HubSpot, such as customer contact information, order details, and purchase history. While this method is straightforward, it can be time-consuming and error-prone.

2. API Integration

Application programming interface (API) integration involves using HubSpot’s API to connect EvolutionX and HubSpot. This method allows for automated data transfer between the two platforms, ensuring accurate and up-to-date information. However, API integration requires technical expertise and can be complex to set up.

3. Third-Party Integration

Third-party integration involves using a pre-built integration tool. The best part is that there are a slew of third-party applications currently in the marketplace, such as Zapier, DCKAP Integrator, or MuleSoft, to connect EvolutionX and HubSpot. 

These tools offer a user-friendly interface and require minimal technical expertise. They also provide more advanced automation options than manual data entry, such as triggering marketing campaigns based on purchase behavior or sending targeted emails to customers who have abandoned their shopping carts.

Learn More: How To Set up A Successful CRM-ERP Integration

While each integration method has its benefits, third-party integration tools stand out for several reasons:

Top Reasons Why Third-Party Integration Stands Out 

1. Low-Code Integration

Third-party integration is the process of connecting two different software systems or platforms to work together seamlessly without the need for custom coding or programming. No code integration tools allow users to create integrations quickly and easily without requiring technical expertise. 

2. Cost-effective

Using a third-party HubSpot integration tool is often more cost-effective than building a custom integration or hiring a developer to set up API integration.

3. Easy to Set Up

Third-party integration tools typically have a user-friendly interface and offer step-by-step instructions for setting up the integration. This means that businesses with limited technical expertise can still take advantage of the benefits of integration.

4. Advanced Automation Options

Third-party integration tools offer advanced automation options that can help businesses save time and improve customer engagement. For example, businesses can automatically send personalized emails to customers who have abandoned their shopping carts, or trigger marketing campaigns based on purchase behavior.

5. Reliable

Third-party integration tools are often reliable and regularly updated to ensure compatibility with the latest versions of EvolutionX and HubSpot.

Recommended Reading: Shopify Plus HubSpot Integration: Methods + Success Stories

Understanding Third-Party Integration & How It Bridges Two Different Systems

Let’s take a look at an example scenario where an eCommerce platform (EvolutionX) is integrated with a CRM (HubSpot) using a third-party integrator:

Suppose that a business uses an eCommerce platform such as EvolutionX to manage its online store and a CRM such as HubSpot to manage customer relationships. 

In this scenario, the eCommerce platform and the CRM are separate systems, meaning that data needs to be manually transferred between the two systems to keep them in sync.

However, by using a third-party integrator such as DCKAP Integrator, businesses can automate this process and save time on manual data entry. DCKAP allows users to create automated workflows that connect different applications and automate tasks between them.

Similar Reading: ERP Integration with eCommerce: Benefits, Methods, and Best Practices

EvolutionX HubSpot Integration Scenarios

Automated Lead Creation

When a new customer makes a purchase on EvolutionX, the DCKAP Integrator sends the customer information to HubSpot as a new lead. This allows the sales team to follow up with the customer and potentially convert them into a repeat customer.

Order and Deal Sync

When a customer makes a purchase on EvolutionX, the DCKAP Integrator automatically creates a new deal in HubSpot, associated with the customer’s contact record. This allows the sales team to track the customer’s order history and potential upsell opportunities.

Customer Segmentation

When a customer makes a purchase on EvolutionX, the DCKAP Integrator can automatically tag them in HubSpot with a specific label, based on their order history or other attributes. This allows the marketing team to target specific customer segments with relevant messaging and promotions.

Abandoned Cart Recovery

When a customer adds items to their cart on EvolutionX but does not complete the purchase, the DCKAP Integrator can trigger an automated email in HubSpot to remind them of the items in their abandoned baskets and potentially offer a discount to encourage them to complete the purchase.

Loyalty Program Integration

When a customer makes a purchase on EvolutionX, the DCKAP Integrator can automatically update their loyalty points in HubSpot. This allows the marketing team to track and reward loyal customers with exclusive promotions or discounts.

Relevant Reading: Hubspot – P21 Integration: A No-Nonsense Guide 

Top Benefits of EvolutionX HubSpot Integration

1. Streamlined Customer Data Management

With EvolutionX HubSpot Integration, you can run day-to-day operations to manage your customer data more efficiently. The integration automatically synchronizes your customer data with HubSpot, eliminating the need for manual data entry and duplication of work. This saves you time and ensures that your customer data is always up-to-date.

2. Simplified Billing & Accounting 

Integrating EvolutionX with HubSpot enables automation of several business processes, including billing and accounting, payments, and inventory management.

This integration streamlines these processes and saves valuable time by automating tasks that were previously done manually. For example, billing and accounting tasks, such as generating invoices, can be automated by the integration, freeing up time for employees to focus on other tasks. 

Automated inventory management can also ensure that stock levels are maintained, reducing the risk of overstocking or stockouts.

3. Automated Marketing

EvolutionX HubSpot Integration allows you to automate your marketing campaigns. You can create personalized email campaigns, landing pages, and forms that are tailored to your customers’ interests. This helps you engage your customers and convert more leads into customers.

4. Real-time Analytics

EvolutionX HubSpot Integration provides real-time analytics that help you track your marketing efforts. You can track your email open rates, click-through rates, and conversion rates. This allows you to adjust your marketing strategy in real-time and optimize your campaigns for better results.

5. Increased Productivity

EvolutionX HubSpot Integration reduces manual work and increases productivity. With the integration, you can automate repetitive tasks, such as data entry and lead management. This frees up your time to focus on more important tasks, such as growing your business.

6. Improved Sales

EvolutionX HubSpot Integration helps you close more deals. You can track your leads through the sales pipeline and identify opportunities for upselling and cross-selling. This helps you increase your sales and revenue.

7. Better Collaboration

With this integration, you can easily collaborate between sales, marketing, and customer service teams. This can help improve communication and lead to better overall performance.

8. Scalability

Finally, the integration of EvolutionX and HubSpot is scalable, meaning it can grow with your business. As your business expands, you can easily add new features and functionality to the integration to meet your changing needs. 

The integration can easily accommodate increased order volumes and data flow without slowing down or causing system failures. Similarly, during slow periods, the integration can help manage reduced order volumes while maintaining efficiency and accuracy.

9. Enhanced Customer Experience

Integrating EvolutionX with HubSpot provides customers with a seamless shopping experience. Customers get relevant experiences and improved order fulfillment since their orders are processed and fulfilled more efficiently. 

Additionally, customer data is automatically updated in real-time, providing businesses with valuable insights that can be used to personalize customer interactions and improve customer retention.

Successful EvolutionX Integration Stories 

Acme Paper Supply & Co.: EvolutionX and Netsuite ERP Integration

Acme Paper, a wholesale packaging distributor, approached EvolutionX and NetSuite ERP Integration to streamline their internal processes and improve customer service. Seven integration pipes were implemented to manage order processing in one central location.

With EvolutionX and NetSuite integration:

  • data management became automatic
  • custom pricing management was made possible, and
  •  parent-child customer accounts and customer codes were supported

The integration helped Acme Paper manage their product catalog, prices, quotes, and orders more efficiently, resulting in faster delivery times and reduced manual work. 

NetSuite ERP was also used for accounting functions, and the integration made it easier to track finances and generate reports. DCKAP integrator provided optimized performance, ensuring real-time pricing updates.

Learn more from the case study.

Grand Rock- Evolution X and Microsoft Navision System Integration

Grand Rock, a leading provider of exhaust products, wanted to integrate their ERP and eCommerce platforms to offer innovative shopping experiences and improve business operations. 

They used EvolutionX as their eCommerce platform and wanted to integrate it with Microsoft Navision. DCKAP Integrator was recommended to them by Navision to Grand Rock, and we helped integrate the backend and sync processes between important data points. 

The data points synced included:

  • Customer sync
  • customer product codes sync
  • Inventory sync, pricing sync
  • Order sync; and
  • Order processing sync. 

DCKAP Integrator overcame the syncing challenges by carrying out Parent Child Sync. With the automated data migration, Grand Rock can now offer an immersive shopping experience to their customers and focus on higher-level business development tasks. 

The automation has also eliminated the process of manual data entry and simplified order processing. Real-time pricing sync has been set in place, and the staff need not worry about handling large online traffic. The integration has helped Grand Rock scale up their brand and accelerate their business operations.

More details at the case study.

Get Hassle Free EvolutionX HubSpot Integration With DCKAP Integrator 

No matter whether you run a medium-sized business or large enterprise,  Integrating EvolutionX with HubSpot can streamline your business operations and save you time and effort. 

And,  DCKAP Integration Tool provides a hassle-free solution for businesses planning to integrate their eCommerce & ERP platforms. With its incredibly user-friendly interface and powerful features, the integration process becomes smooth and scalable. 

From syncing data to automating workflows, DCKAP Integration Tool can help you achieve your business goals and improve your eCommerce site performance. Read out to us to learn more about how our ERP integration solution enhances your competitive benefits and other eCommerce requirements. Or head on over to our pricing plans to see which one is the right match for your integration needs.

Girinath A

Girinath is a Senior Business Analyst with vast experience in Integrations of SaaS products across various platforms such as ERP, eCommerce, CRM, and other customer solutions. He also plays a role as a Solution Consultant showcasing the Product features to the prospects and providing solutions to the B2B customers based on their Business requirements. He acts as a liaison among the stakeholders and ensures the customers achieve the desired results. In his free time, he enjoys playing cricket, traveling to interesting places, taking part in adventure sports, and tour vlogging.

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