CRM

mwhitley
Member

Linking e-commerce order to a prior lead record

SOLVE

Hello!

I am looking for a solution that would enable me to take a "completed order" in the future and tie it back to a prior lead. 

 

We are in final stages of website development, but our sales team is nurturing leads and taking orders by phone. What we'd like to do is find a function that would allow a future e-commerce order to tie to a pre-existing customer record. 

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1 Accepted solution
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Linking e-commerce order to a prior lead record

SOLVE

Hey @mwhitley,

 

There are options for both WooCommerce and Shopify that do this matching based on the contact email address.  Personally, I recommend MakeWebBetter for WooCommerce, and HubSpot has its own native connection to Shopify, but Unific maps over a lot more fields for a very minimal price.

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert

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1 Reply 1
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Linking e-commerce order to a prior lead record

SOLVE

Hey @mwhitley,

 

There are options for both WooCommerce and Shopify that do this matching based on the contact email address.  Personally, I recommend MakeWebBetter for WooCommerce, and HubSpot has its own native connection to Shopify, but Unific maps over a lot more fields for a very minimal price.

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert