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"PYB took us from tracking in spreadsheets through to an integrated digital experience, improving the journey for our website visitors and integrating with WooCommerce for online sales."
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Most run 6 to 10 weeks. Weeks 1 to 3 cover architecture: mapping how orders, products, and customers should flow from the store into HubSpot. Weeks 4 to 7 cover the integration and automation: the order sync, segmentation, and post-purchase workflows. Weeks 8 to 10 cover reporting and training, so the team uses the order data.
Yes. Contacts associate with their orders and the products within them, held as line items or custom objects, so purchase history sits alongside marketing and service data. PYB has built store-to-CRM integrations for clients whose online orders previously never met their customer records.
HubSpot connects to common platforms such as WooCommerce and Shopify through native apps, Operations Hub, or custom integrations where a store needs bespoke mapping. PYB holds the Custom Integrations Accreditation and builds the connection directly where an off-the-shelf app cannot model a specific store setup.
Marketing Hub Professional for segmentation and post-purchase campaigns. Sales Hub Professional where larger orders run through a pipeline. Operations Hub for the order sync. Service Hub Professional for post-sale support. Custom Objects (Enterprise tier) for the order and product data model.
HubSpot holds SOC 2 Type II and ISO 27001, and integrations are built so payment detail stays within the store's compliant payment layer rather than passing into the CRM. PYB adds its own ISO 27001, ISO 9001, and Custom Integrations Accreditation. For connecting a store to the CRM, that supports a secure, consent-aware approach.
A 15-minute call to walk through getting orders into the CRM, recognising repeat customers, and triggering the right follow-up after every purchase.