Introduction
This document describes SyncSmart’s Checkout HQ application. Terminology and definitions will be specific to HubSpot and SyncSmart and will cover features, capabilities, security, FAQs, and more.
Defining Checkout HQ and SyncSmart
What is Checkout HQ?
Checkout HQ is a product created by SyncSmart that allows users to create a lightweight e-commerce flow using shared HubSpot data from CMS Hub and Sales Hub. It is a simple-to-use web application that customers can download from the HubSpot marketplace.
What is SyncSmart?
SyncSmart.io is a cloud-based Integration-software-as-a-Service provider, backed by Lynton, a HubSpot Elite partner.
SyncSmart is the product arm of Lynton, providing a variety of self-service, packaged integrations and managed support packages.
What Powers SyncSmart?
SyncSmart is backed by powerful proprietary integration software technology, using the Tray.io Embedded platform, an OEM framework for SaaS companies to integrate with a wide variety of cloud software, databases, and files. SyncSmart is a top tier partner and customer of Tray, receiving the highest level of support from their engineering team.
How Does Checkout HQ Work?
Checkout HQ lets users pull their HubSpot products into a searchable library template, customize the style and checkout pull, enable Stripe integration, and create orders. Users can also create deals tied to contacts in their HubSpot portal using the integration through embedded HubSpot forms in the checkout experience.
Who Can Use Checkout HQ?
HubSpot users need specific permissions to download and use Checkout HQ. They include: A combination of Sales Hub Professional or Enterprise and any paid level of Marketing Hub OR any level subscription of CMS Hub. Users will also need Super Admin or App Marketplace permissions. They will also need to purchase either Checkout HQ Quotes or Checkout HQ Quotes + Payments.
Use Cases and Benefits of the Integration for Customers
SyncSmart’s Checkout HQ integration helps customers build a lightweight e-commerce experience for their users in just a few hours, using the data they already have in HubSpot (deals and products). Customers can also:
Customize the checkout experience or cart with best-in class templates and customizable options
Get creative and build anything from quoting tools digital downloads, product catalogs, and more on top of checkout experiences and carts
Collect payment and subsequent payment data with a Stripe integration
Use the integration to create a custom deal pipeline, then tap into revenue reporting
Understand marketing’s tie to revenue through attribution reporting
Create and update contacts who use the checkout experience, then pull their data in for marketing
Use the above contact and deal information for all kinds of contextual, lead nurturing campaigns
Ensure a consistent experience between their company website and checkout experience (Checkout HQ takes on the look and feel of existing HubSpot themes)
SyncSmart offers a library of other products, integrations, and levels of support to completely transform martech stacks in the HubSpot ecosystems. SyncSmart is also backed by Lynton, a HubSpot Elite partner agency that offers services ranging from web design and development to inbound marketing strategy that accelerate business growth
How Does SyncSmart Secure Data?
SyncSmart integrations and apps are designed for performance, accuracy, reliability, and security. They are point-to-point integrations that transmit data between systems without mirroring to a data warehouse for analysis, which results in secure syncing. Data is encrypted with 256-bit AES encryption and located in data centers in the United States. SyncSmart uses OAuth and machine-to-machine authentication when applicable, and reserves the right to revoke HubSpot OAuth token-based authentication at any time.
Checkout HQ Subscription Levels
Checkout HQ Quotes, which comes with unlimited user-generated quotes, is hosted on HubSpot, and syncs with HubSpot CRM ($49 per month).
Checkout HQ Quotes + Payments, which comes with all of the above features but also allows for payment processing ($99 per month).
Installing the Stripe Integration that comes with the Quotes + Payments subscription:
Before connecting Stripe to Checkout HQ, users must have a Stripe account, which can be set up here.
Click on this link to start the install wizard to connect a Stripe account
Select the HubSpot portal to connect
Provide Stripe Publishable API Key — more info can be found on this here
Enjoy being connected to Stripe!
The HubSpot Marketplace Installation / Implementation Process
Users will need to install the integration from the app marketplace. It can be done in a few easy steps:
Locate the app and choose install from the listing.
Create your account.
Connect to your HubSpot portal, then grant access to connect Checkout HQ and HubSpot. Should a customer face issues here, they will need to contact their HubSpot Super Admin.
Approve the request for integration permissions.
Complete the SyncSmart registration form.
The SyncSmart main solution installer will run.
Users will enter their information, including billing.
Post-installation will install deal pipelines & stages, create cart forms,create default product properties, create CMS pages, create emails, create workflows, and import default templates & modules.
Users will be taken to the app dashboard. Select the package - either Quotes or Quotes + Payments. If choosing Quotes + Payments, a user can set up the Stripe integration at this point.
Set up products.
Edit checkout form.
Edit templates.
Create pages (if user needs more than the default).
Optional: Set up a call for guided onboarding, which will be a full implementation process. Starts at $1,000. During guided onboarding, users will learn:
About the assets provided and how to them to set up and customize the e-commerce experience
How to personalize the checkout experience, including the cart and other modules
How to create and set up products, including the difference between a product and a shipping product
Information on how to tie this data back to reporting and get the most out of analytics
Email [email protected] for help at any point.
Information on managed services and support can be found here and more detail on the integration can be found here.
Features & Capabilities
Below is the data synced between Checkout HQ and HubSpot:
After portal authorization, the app guides users through configuration of products, pipeline install, Stripe integration (Quotes + Payments subscription only), template install and checklists of recommended configurations to get started. As mentioned, the app will create or update existing HubSpot contacts so marketing teams can engage in appropriate lead nurturing. Checkout HQ also uses embedded HubSpot forms to enable deal creation and to tie new contacts back to reporting. Here are the assets a user gets with Checkout HQ:
Product Properties — six new custom properties
Contact Properties — five new custom properties
Products— nine new dummy/example products
Form — one new HubSpot form called "Checkout HQ"
Deal Pipeline — one new deal pipeline called "Checkout"
Pages — five draft landing pages added
Example of a dummy Checkout HQ site. It is recommended users click through the various pages to see the different modules and properties in action.
Sample Products and Product Properties
When a user installs the Checkout HQ integration, SyncSmart installs a handful of example or dummy products as well as Product Properties. An overview:
Sample/dummy products that are installed that show how completed products are displayed in the front end. Can be removed at any time. Example.
Product Properties which are either HubSpot defaults used for display or custom product priorities that can be used to impact the product functionality on the front end:
Name: Displays in the product listing, product detail, cart modules.
Description: Displays in the product detail module.
Checkout HQ Size: Dummy property that can be deleted.
Checkout HQ Product: To display products in the product listing, check Yes. To remove, check No.
Checkout HQ Related Products: To create a product relationship for a product detail layout, add a comma separated list of the urls for individual products.
Checkout HQ Color: This is a dummy property that can be deleted.
Checkout HQ Slug: The end of the URL for a product, without the slash. Do not use any custom characters here. Examples of proper entries include: small-white-kite or rumba-monday-class.
Checkout HQ Shipping Product: Mark this “yes” if the product should only display in the cart right before checkout. Please see shipping products below for more detail.
Checkout HQ Gallery Images: Allows users to add a series of images in a comma separated list. Upload the files, jot down the file URL and add to this list. External file URLs can also be used.
Checkout HQ Order: This field defines a custom sort order for products in the listing view. Only use numerical values here, like 1-4.
Checkout HQ Image: This field controls the primary image used in the product listing, related products display on individual product detail pages and carts. Upload the files, jot down the file URL, and add to this list.
Setting Up Checkout HQ Pages
Below are instructions for setting up the global Module, Product Listing Page, Cart, Single product, and Cart/Checkout pages for Checkout HQ. Note: Before launching, users should modify the page associations in the Checkout HQ Global module.
Global Module
Checkout HQ Global is a global module that will need to be added to each page of the e-commerce experience. This global module lets users change the settings across their other Checkout HQ modules, including directing/redirecting the cart, listing pages, and more.
This module can be accessed on an example page in Contents.
If creating a new page, users can find the module in the "Add" section of the content editor. Search for "Checkout HQ Global". Then drag and drop the global module to the top of the page.
To edit it, click the module in the editor.
Users must confirm they want to edit global content by hitting the “Open in global content editor” button that appears in a pop-up.
The options available within the Global module include: custom product properties, pages, default product image, and thumbnail width.
Product Listing Page
This module lets users customize the Product Listing page to display products in a grid. It also allows for search and customizable options.
Access the module on the example pages in Contents.
Find the module in the “Add” section of the content editor. Search for "Checkout HQ - Product Listing.” Then drag and drop the global module to the top of the page.
To edit it, click the module in the editor.
The options available to edit within this module include: products per row, rows per page, sort by, filters, and no products messaging.
Cart
This module allows users to customize the Checkout Cart. Users must add this module to every page where they intend to allow their website visitors to access the shopping cart form.
Access this module on the example pages in Contents.
Find the module in the “Add” section of the content editor. Search for "Checkout HQ - Cart.” Then drag and drop the global module to the top of the page.
There are two options with the Cart module that allow users to choose if they want the cart to be displayed as a pop-out on the right hand side of the page or a link to a separate page.
To edit this module, select it from the Contents section in the editor. Users can edit: open in modal (which opens in a different link), trigger type, trigger text, header, and empty cart message.
Single Product
This module allows users to customize details about a product. By default, the name and description are added to the display.
Access this module on the example pages in Contents.
Find the module in the “Add” section of the content editor. Search for "Checkout HQ - Single Product” Then drag and drop the global module to the top of the page.
To edit this module, select it from the Contents section in the editor. Users can edit: product properties, show gallery, show back link, and redirect to cart page.
Cart/Checkout
This module allows users to customize the checkout page, checkout form, and credit card collection using Stripe (Included with Checkout HQ Quotes + Payments Only).
Access this module on the example pages in Contents.
Find the module in the “Add” section of the content editor. Search for "Checkout HQ - Cart/Checkout” Then drag and drop the global module to the top of the page.
To edit this module, select it from the Contents section in the editor. Users can edit: total header, user information form, thank you, Stripe publishable key, stripe front, payment button text, and empty cart message.
Troubleshooting and Re-Running the Installer
**FYI, Eric said he would work on doing this part and send it over to me when it’s ready. He was sick a few days so running a little behind but I have an internal task for myself in CU to proactively edit these documentations as new stuff arises**
Frequently Asked Questions
Q: Does Checkout HQ support tax calculation?
A: No, not currently.
Q: Can a user set up shipping with Checkout HQ?
A: Checkout HQ allows for simple shipping options that can be featured in the cart just before checkout. To set up a shipping product (which is separate from just a product), users will need to set the following custom product properties in the Checkout HQ section of the product details:
Checkout HQ — Shipping Product must be set to yes
Checkout HQ — Product must be set to yes
Price — Must be set
Description — Is recommended to be set
After this, shipping will show up for that product.
Q: Can a user set up multiple shipping products?
A: Yes, although it is not recommended because the customer will be able to self select which shipping product they want from all the available products. The lowest price will always be the default. But to set up additional shipping products, the above steps should be followed.
Q: Do the various modules ever break?
A: Yes, they can. Typical examples would be if a user has deleted product properties, marked all their products as shipping products without marking them as regular products as well, and errors caused by tray.io when copying over information. If a user is seeing an issue, it’s best that they investigate their modules for any missing information, but if they can’t find a solution, they can reach out to [email protected]
**FYI, Eric is documenting more examples of modules not working and will send over**
Q: Does Checkout HQ support packaged products or product bundles?
A: No, not currently.
Q: Does Checkout HQ support product variations (example: A t-shirt with multiple color and/or size variations)?
Q: What shipping options does Checkout HQ offer?
A: Please refer to this help document to learn more about the shipping options currently available with Checkout HQ.
Q: How does a user collect payments?
A: Users must have Checkout HQ Quotes + Payments installed to use the Stripe integration. Here are steps on setting up Stripe.
A: No, not currently.
Q: Can a user set up recurring purchases for their customers?
A: No, not natively with Checkout HQ. Workarounds may be possible with HubSpot, but that would have to be set up manually.
Q: What happens if the integration fails?
A: The integration recovers if one or both of the systems go down to the outage. The SyncSmart team is alerted in real-time of issues. Most often, the integration picks right back up but the team can investigate if it doesn’t.
Q: How much does the integration cost?
A: SyncSmart offers a tier-based pricing model, with each tier receiving different benefits. Checkout HQ Quotes is $49 per month and Checkout HQ Quotes + Payments is $99 per month. Additionally, there is a $1,000 optional guided onboarding available.
Q: Can companies integrate more than one system?
A: Yes. Simply add all the systems to the pricing and building tool. SyncSmart makes integrating tools with HubSpot easy and touchless. Once your integration is up and running it operates seamlessly in the background. Browse possible integrations here.
Q: Does a company need a developer on their team?
A: While it may be helpful, it is not necessary with SyncSmart integrations. They require no IT experience and are backed by integration experts. All the heavy data importing is done on SyncSmart’s end, with no integration software to learn.
Q: What does a packaged integration look like?
A: Packaged, or out-of-the-box/self-service, integrations are the connection of non-customized HubSpot portals to a non-customized, mainstream CRM system. They come with standard field mappings of general information (or “fields”) like name, email, contact, address, or phone number. For example, in a standard Dynamics integration, users would sync HubSpot Companies to Dynamics Accounts and vice versa, so both information populates in each system – without making duplicates or overwriting data.
Q: How long will it take to set up an e-commerce experience?
A: Checkout HQ makes it possible to create a lightweight e-commerce solution in just a few hours.
Q: What if a customer wants more?
A: SyncSmart is the product arm of Lynton, an Elite HubSpot partner agency that offers services ranging from inbound marketing to sales strategy and web design and development.
Speak with an Integration Expert
Have additional questions on the integration or SyncSmart or need help with the product? Talk to our team today.