HubSpot Setup Guide

HubSpot Custom Properties Setup

To ensure the abandoned cart sync functionality works correctly, you need to configure the following custom properties in your HubSpot account:

Required Deal Properties

1. cart_hash
   • Property Name: cart_hash
   • Property Type: Single-line text
   • Description: Unique identifier for abandoned cart tracking
   • Used to link abandoned carts to converted orders
2. order_source
   • Property Name: order_source
   • Property Type: Single-line text
   • Description: Source of the order (abandoned_cart, converted_from_abandoned_cart, etc.)

Optional Deal Properties

These properties are used if available but won’t cause errors if missing:

1. tax_amount
   • Property Name: tax_amount
   • Property Type: Number
   • Description: Tax amount for the order
2. discount_amount
   • Property Name: discount_amount
   • Property Type: Number
   • Description: Discount amount applied
3. coupon_codes
   • Property Name: coupon_codes
   • Property Type: Single-line text
   • Description: Coupon codes applied to the order
4. products
   • Property Name: products
   • Property Type: Multi-line text (NOT single-line text)
   • Description: List of products in the cart/order
   • Important: Must be multi-line text to handle longer product lists

Contact Properties

Standard HubSpot contact properties are used:

• email, firstname, lastname, phone, company
• address, city, state, zip, country

How to Create Properties

1. Go to Settings > Properties in your HubSpot account
2. Select “Deal properties”
3. Click “Create property”
4. Enter the property name and details above
5. Save the property

Current Status

The plugin currently bypasses cart hash property searches to avoid 400 errors. Once you create the cart_hash property in HubSpot, you can:

1. Uncomment the search lines in class-sync-manager.php
2. Remove the temporary TODO comments
3. Enable full abandoned cart deduplication

This will prevent duplicate deals from being created for the same abandoned cart.