How to Integrate WooCommerce with Your Captivation Hub Ecommerce Store

The WooCommerce integration connects a WooCommerce store to your Captivation Hub account so you can import historical records and keep new purchases in sync. Once connected, Captivation Hub can bring in contacts, orders, and transactions from WooCommerce and use order-related events in your automations.

Eligible WooCommerce customers can also be enriched with purchase-history data on their Captivation Hub Contact record. Captivation Hub automatically creates WooCommerce contact fields for customer ID, store name, order count, lifetime value, purchase dates, and last order value. You can use this data to segment contacts in Smart Lists and create workflow conditions based on customer value, order history, or purchase recency.

How to Set Up the WooCommerce Integration

Proper setup ensures historical data imports correctly and new orders continue to sync to your account.

Note: To reimport data later, disconnect and reconnect the integration, then select what to import again.

Step 1 — Go to Integrations

1. Log in to your Captivation Hub account.
2. Click Settings.
3. Go to Integrations > WooCommerce and click Connect.

Step 2 — Connect Your WooCommerce Store

1. Enter your WooCommerce store URL (do not include a trailing slash — for example: https://yourstore.com).
2. Approve the connection when prompted.

Step 3 — Choose What to Import

Select the elements to import from your historical WooCommerce data:

• Contact Import: Only customer contacts who have placed an order in the past will be imported.
• Order Import: Enable order import to allow transaction import and to enable triggers for order received and payment received events.
• Transaction Import: Import all your WooCommerce order transactions.
• Product Import: All published products imported from WooCommerce will be automatically included in your online store by default.

Click Next.

Step 4 — Choose What to Sync

Select the elements to keep in ongoing sync with new WooCommerce data:

• Contact Sync: Only customer contacts who place an order in the future will be synced.
• Order Sync: Sync all future WooCommerce orders. Enable this to allow transaction sync and to enable triggers for order received and payment received events.
• Transaction Sync: Sync all future WooCommerce order transactions.
• Payment Received Trigger: Allows setting up automations using the Payment Received Trigger when a payment is received in WooCommerce.
• Product Sync: Sync all published products and categories from WooCommerce. Updates in WooCommerce will reflect in Captivation Hub, but changes made in Captivation Hub will not sync back to WooCommerce.

Click Save.

WooCommerce Contact Enrichment Fields

WooCommerce contact enrichment brings e-commerce purchase history into the Captivation Hub Contact record. This data helps you identify customer value and purchase behavior without leaving Captivation Hub.

When a WooCommerce store is connected, Captivation Hub automatically creates a WooCommerce folder under Contact Custom Fields with these seven fields:

• WooCommerce - Customer ID: The customer's WooCommerce customer ID.
• WooCommerce - Store Name: The WooCommerce store associated with the customer.
• WooCommerce - Total Orders: The number of qualifying WooCommerce orders associated with the customer.
• WooCommerce - Lifetime Value: The customer's qualifying WooCommerce purchase value after applicable refunds are accounted for.
• WooCommerce - First Purchase Date: The date of the customer's first qualifying purchase.
• WooCommerce - Last Purchase Date: The date of the customer's most recent qualifying purchase.
• WooCommerce - Last Order Value: The value of the customer's most recent qualifying order after applicable refunds are accounted for.

The populated values are also available on the customer's Contact Details record inside the WooCommerce field group.

How WooCommerce Orders Update Contact Fields

Only qualifying WooCommerce orders contribute to the enrichment fields. This ensures the contact data reflects supported order activity when WooCommerce sends an order create or update event.

The following WooCommerce order statuses are included:

• Processing
• On hold
• Completed
• Refunded

Orders with other statuses are excluded from the WooCommerce enrichment calculations.

How to Set Up Triggers and Automations for WooCommerce

1. Order Received Trigger

1. Log in to your account and go to Automations > Workflows.
2. Create a new workflow or edit an existing one.
3. Click + Add New Trigger.
4. Search and select the Order Submitted trigger.
5. Click + Add Filter and select Order Source > is > External.
6. Add a second filter: Sub-Source > is > WooCommerce.
7. Click Save.
8. Add any action (send SMS, email, invoice, etc.) after the trigger as per your workflow.

2. Payment Received Trigger

1. Log in to your account and go to Automations > Workflows.
2. Create a new workflow or edit an existing one.
3. Click + Add New Trigger.
4. Search and select the Payment Received trigger.
5. Click + Add Filter and select Source > is > External.
6. Add a second filter: Sub-Source > is > WooCommerce.
7. Click Save.
8. Add any action (send SMS, email, invoice, etc.) after the trigger as per your workflow.

Frequently Asked Questions

Q: Can multiple accounts share the same WooCommerce connection?
Accounts within the same agency can connect to the same domain. An agency can link to only one WooCommerce account. If that WooCommerce account is already connected to another agency, the current agency cannot connect.

Q: Which WooCommerce customer types are imported as contacts?
Customers with the roles Customer and Subscriber are imported.

Q: Will contacts be created if Contact Sync is disabled?
Yes. If Order Sync is enabled, contacts are created from orders even when Contact Sync is off.

Q: How are guest checkout orders handled?
Guest checkout buyers are created as contacts, but no updates or future syncs occur for these guest accounts.

Q: How do WooCommerce order statuses map to Captivation Hub?
Completed or Refunded in WooCommerce → Completed in Captivation Hub. Cancelled or Failed → Cancelled. All other statuses → Pending.

Q: How can I reimport data if something was missed?
Disconnect and reconnect the integration, then select the elements you want to reimport.

Q: Do I need to include a trailing slash in my store URL?
No. Enter the store URL without a trailing slash.