How to integrate ecforce with HubSpot to create a contact in HubSpot when order information is registered in ecforce

Using ecforce's order information to distribute campaigns and discount coupons via HubSpot contacts can lead to increased efficiency. However, adding contacts to HubSpot must be done manually, which can result in data entry errors or forgetting to register altogether. This article explains the benefits and setup methods for integrating ecforce with HubSpot.

This Article is Recommended for

The content introduced this time is recommended for the following people!

Those who want to integrate ecforce with HubSpot to improve operational efficiency
Those aiming for quick shipping preparation and information provision to enhance customer satisfaction
Those who want to efficiently deploy marketing strategies using EC site order information

Benefits and Examples of Integrating ecforce with HubSpot

Benefit 1: Reduction of Human Errors

By integrating ecforce with HubSpot, manual entry of order data becomes unnecessary, significantly reducing human input errors. In manual entry, various mistakes can occur, such as incorrect kanji in names, missing street numbers in addresses, or typos in email addresses. These human errors are more likely to occur, especially during busy periods when a large number of orders must be processed. When order information is automatically reflected in HubSpot, it will help suppress problems caused by such human errors.

Benefit 2: Enables Quick Customer Response

With order information automatically registered in HubSpot, necessary information for shipping preparation can be quickly utilized. For example, when an order occurs, customer information is synchronized with HubSpot, allowing the shipping staff to smoothly create shipping labels and send shipping notifications to customers. The hassle of manually checking and registering information is eliminated, shortening the lead time to shipping and enabling quick delivery responses. As a result, customer satisfaction may increase, leading to higher repeat rates.

Benefit 3: Simplification of Data Registration Tasks

When an order occurs in ecforce, the mechanism of automatically registering information in HubSpot eliminates the need to manually enter order information into HubSpot as before, reducing work time. For example, the EC site operation team members who used to spend several hours daily on data entry tasks can now allocate that time to more strategic tasks such as product planning and campaign planning. As a result, an environment is created where each department's staff can focus on higher value-added tasks, and overall company productivity is expected to improve.

This article will proceed with integration using Yoom. If you have never used it, please take a look at First Time with Yoom.

Now, let's explain how to use the no-code tool Yoom to create a contact in HubSpot when order information is registered in ecforce.

[What is Yoom]

How to Create an Integration Flow Between ecforce and HubSpot

It is possible to achieve this by receiving the registration of order information in ecforce using ecforce's API and creating a contact in HubSpot using the API provided by HubSpot. Generally, programming knowledge is required to achieve this, but by using the no-code tool Yoom, it can be easily achieved without programming knowledge.

The integration flow is broadly created through the following processes.

Register ecforce and HubSpot as My Apps
Set up a trigger that activates when order information is registered in ecforce
Configure settings to create a contact in HubSpot
Test and verify

Step 1: Integration of My Apps with ecforce and HubSpot

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account creation page.

1. Click on My Apps and then click on New Connection.

2. You can search by app name from the input field.
Search and register ecforce and HubSpot respectively.

Registering ecforce as My App

Let's start by registering ecforce.
Please note that ecforce is only available for Team Plan and Success Plan.
For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Enter "ecforce" in the input field, and the ecforce icon will appear. Click on the icon.

1. Enter the account name, access token, and access key.
Click "Add" to complete the registration of ecforce as My App.
For more information on the access token, please refer to this article.

Registering HubSpot as My App

Similarly, search for HubSpot and click on the icon.

1. The following screen will appear.
Click on "Sign in to your HubSpot account".

2. A login screen will appear, so please log in.
For detailed instructions on registering HubSpot as My App, please refer to the following link.
How to Register HubSpot as My App

This concludes the registration of ecforce and HubSpot as My Apps.

Once the registration of My Apps is successful, the following screen will be displayed.
Please check if the icons for ecforce and HubSpot are displayed on the My Apps screen.

For more detailed information about Yoom, please check the Yoom Help Center.

Selecting a Template and Preparing the Storage Location

Please click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting the Trigger to Activate When Order Information is Registered in ecforce

1. First, click on "When order information is registered" at the top.

2. Set the title freely.
Enter the account information to link with ecforce.
Select "When order information is registered" as the trigger.
Once the input is complete, click "Next".

3. Set the Trigger Activation Interval.
You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting to Create a Contact in HubSpot

1. Finally, click the "Create Folder" icon.

2. Enter the account information to link with HubSpot.
Select "Create Folder" as the action.
Once the input is complete, click "Next".

3. Configure each item.
When you click on each input field, the output obtained earlier will be displayed, so please use it as needed.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

4. This completes the flow of [Creating a contact in HubSpot when order information is registered in ecforce].

Step 4: Testing and Confirmation

Once the setup is complete, a screen like the one below will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.

With Yoom, even those new to automation can get started right away.
Try this convenient flow from the link below.

Other Automation Examples Using ecforce

There are many other examples of automation using ecforce on Yoom, so here are a few.

1. This is a flow where ecforce is updated when kintone's inventory information is updated.
‍ By utilizing this template, inventory information updated in kintone will be automatically reflected in ecforce, allowing for seamless data reflection on the e-commerce site.
As a result, even if the frequency of inventory information updates is high, data updates to ecforce can be performed quickly.

2. This is a flow to add order information to Google Sheets when it is registered in ecforce.
‍In the flow introduced this time, a contact was created in HubSpot when order information was registered, but in this template, the information is automatically reflected in Google Sheets.
This can improve the efficiency of order processing and data analysis, and reduce the risk of human errors such as manual transcription mistakes.

3. This is a flow to obtain an advertising summary report from ecforce daily and notify Slack.
By utilizing this template, you can automatically obtain reports from ecforce daily and notify Slack.
This reduces manual data retrieval and input tasks, allowing you to understand the status of advertising performance in near real-time, which is expected to lead to improved operational efficiency.

Summary

By integrating ecforce with HubSpot, a contact is automatically created in HubSpot each time an order is registered.
This reduces the effort of manual data entry and minimizes the risk of input errors.
Do you think "automation seems difficult"? With Yoom, no programming skills are required, and you can start automating immediately by using templates.
Why not experience a new way of working with Yoom?