AWS - Custom eCommerce Recommendation Engine with HubSpot and AWS Personalize/Import Deals Checkout Completed CSV
Number of APIs: 1
This Qodex collection automates updating deals in HubSpot when checkout is completed in your eCommerce system. The collection updates the deal stage and close date by importing data from a CSV file, ensuring that your HubSpot CRM accurately reflects the latest transactions.
Use Case:
This collection is perfect for businesses that need to synchronize their eCommerce transactions with HubSpot CRM, particularly those using AWS Personalize for recommendations. By automatically updating deal stages and close dates, this collection ensures that your CRM is always up to date and reflects the most recent customer activities.
This Qodex collection provides an efficient, automated solution for managing deal updates in HubSpot. It helps you maintain accurate records and better track the progress of your eCommerce transactions.
Key Features:
- Updating Deal Stages:
- The collection is designed to update the stage of deals in HubSpot to "checkout_completed" whenever a customer completes a purchase.
- This is achieved using a PATCH request to the HubSpot Deals API, with the request body specifying the new deal stage and the close date.
- Dynamic Data Handling:
- The collection dynamically sets key variables such as the deal name, user ID, and item ID based on data from the CSV file.
- It formats the deal close date using the timestamp provided in the CSV, ensuring accurate recording of the transaction's completion time.
- Deal Lookup and Identification:
- A pre-request script performs a search in HubSpot to find the unique deal ID based on the deal name, user ID, and item ID.
- The script constructs a unique identifier for the deal using the product name, user ID, and item ID, ensuring precise targeting of the correct deal for updating.
- Timestamp Conversion:
- The script uses the moment.js library to convert the timestamp from the CSV file into a properly formatted date string, which is then used as the close date for the deal in HubSpot.
- Execution and Customization:
- The collection is intended for use in bulk operations, where multiple deals can be updated in a single run by iterating over rows in the CSV file.
- Users can customize the collection to suit different eCommerce workflows, making it adaptable to various business needs.