Ultimate Guide for Hubspot & Shopify Integrations

Ultimate Guide for Hubspot & Shopify Integrations

Introduction:

In today’s fast-paced digital landscape, optimising your eCommerce business requires seamless connections between various tools and platforms. One of the most powerful combinations for growing your online store is integrating HubSpot, a leader in inbound marketing, and Shopify, a top-rated eCommerce platform. When these two platforms work together, they create a seamless customer experience, streamline your marketing efforts, and drive sales growth.

 
In this ultimate guide, we’ll explore the benefits of HubSpot and Shopify integrations, provide a step-by-step guide on how to connect them and explore some advanced strategies to maximize your results.
 

Syncing Data Between HubSpot and Shopify: What Can Be Shared?

  • HubSpot and Shopify sync data based on user-selected settings. 
  • By default, Shopify syncs contacts, deals, and products one way to HubSpot, but users can enable two-way sync for certain customer updates. 
  • The integration syncs these Shopify product properties with HubSpot: Title, body_HTML, created at, handle, images, product type, published at, published scope, tags, vendor, price, fulfilment status, and landing. 
  • When a contact is created in Shopify, their email syncs to HubSpot. Any email updates in Shopify will also be reflected in HubSpot. 
  • This integration streamlines syncing Shopify customers, products and deals into HubSpot for audience segmentation, reports, and automated marketing.

 

What occurs after integrating and syncing HubSpot with Shopify?

Once Shopify and HubSpot are successfully integrated and synchronized, the data is categorized into three primary sections: Products, Customers, and Orders.

In HubSpot, Shopify orders are recorded as “deals.” To access them, go to the Sales section and select Deals from the top navigation menu. Here, you’ll find your Sales Pipeline, where you can monitor and manage incoming orders.

Additionally, if an order is deleted in Shopify, the corresponding deal in HubSpot will also be removed. This automated synchronization ensures seamless tracking and efficient management of your e-commerce data.

Top Platform for Seamless HubSpot and Shopify Integration:

1. HubSpot’s Native Shopify Integration:


HubSpot offers an out-of-the-box integration for Shopify, enabling seamless syncing of customer, order, and product data into the HubSpot CRM. It facilitates automated marketing, sales, and customer service workflows based on Shopify interactions.

 

Benefits:

  • Direct syncing of Shopify data (orders, products, customers) with HubSpot CRM.
  • Streamlined marketing automation for abandoned cart recovery, email sequences, etc.
  • Easy-to-use integration without needing third-party tools.
  • Centralized reporting to track sales and marketing performance. 

Limitations:

  • Limited customization options for advanced use cases.
  • Requires HubSpot Marketing Hub or higher for full functionality. 

2. Zapier:


Zapier is an automation tool that connects over 3,000 apps, including HubSpot and Shopify, to automate repetitive tasks without coding. It’s ideal for businesses seeking simple, low-code automation workflows.

 

Benefits:

  • No coding is required; easy to set..
  • Connects Shopify to over 3,000 apps, including HubSpot.
  • Wide range of automation possibilities (e.g., adding new Shopify customers to HubSpot).
  • Scalable for small to medium-sized businesses. 

Limitations:

  • Limited by the number of “Zaps” you can create per plan.
  • Can be slow with more complex workflows or large data volumes.

3. Make.Com (formerly Integromat):


Make (formerly Integromat) is an advanced automation tool for building complex workflows between HubSpot and Shopify. It offers visual workflow builders for customizing data synchronization and automating tasks across multiple platforms.

 

Benefits:

  • Powerful visual workflow builder for multi-step automation.
  • Supports advanced logic and conditional flows.
  • Flexible data syncing between Shopify and HubSpot.
  • Handles large volumes of data efficiently. 

Limitations:

  • The steeper learning curve for beginners.
  • Requires a paid plan for more complex features and higher usage limits.
     

4. Automate.io:


Automate.io
enables integration between Shopify and HubSpot, automating repetitive tasks with no code. It’s suitable for businesses that need simple automation solutions between their eCommerce and CRM tools.

 
Benefits:
  • User-friendly interface for creating automation workflows.
  • Offers pre-built templates for common Shopify-HubSpot tasks.
  • Syncs Shopify customer, order, and product data to HubSpot CRM.
  • Multi-step automation across different apps (not just HubSpot and Shopify). 

Limitations:

  • Limited customization for advanced workflows.
  • May not be as flexible for larger businesses with complex needs.

5. HubSpot Operations Hub:


HubSpot Operations Hub is a suite of tools that includes bi-directional data syncing features between Shopify and HubSpot (formerly powered by PieSync). It’s part of the HubSpot ecosystem for syncing data and creating custom workflows.

Benefits:

  • Seamless two-way data syncing between Shopify and HubSpot.
  • Centralized view of customer data across systems.
  • Built into the HubSpot ecosystem, no third-party tool is needed.
  • Supports real-time updates to keep data current. 

Limitations:

  • Requires a paid HubSpot plan (Operations Hub).
  • Limited to the features provided by HubSpot’s own tools.

6. Unific:


Unific is a robust integration platform that connects Shopify and HubSpot for advanced syncing, enabling businesses to leverage order and customer data for targeted marketing and CRM activities.

Benefits:

  • Advanced syncing of customer, order, and product data.
  • Automates email marketing and abandoned cart recovery.
  • Provides custom workflows for marketing campaigns.
  • Deep reporting for measuring sales and marketing performance. 

Limitations:

  • Premium pricing may not be cost-effective for small businesses.
  • Limited to Shopify integration—no support for other platforms.

7. CedCommerce HubSpot Integration for Shopify:


CedCommerce
offers a Shopify app that integrates HubSpot with Shopify, syncing products, customers, and orders directly to the HubSpot CRM for streamlined marketing and sales automation.

Benefits:

  • Real-time sync of customer, order, and product data.
  • Automates marketing campaigns like abandoned cart recovery.
  • Seamless integration with HubSpot’s CRM and marketing tools.
  • Easy-to-use setup for small businesses.

Limitations:

  • More suitable for small to medium-sized businesses.
  • May require additional setup for advanced workflows.

8. Outfunnel:


Outfunnel integrates Shopify with HubSpot to sync sales data and automate marketing tasks, helping businesses nurture leads and track sales performance.

Benefits:

  • Tracks sales data and syncs it with HubSpot CRM.
  • Automates lead nurturing campaigns and sales follow-ups.
  • Segment leads based on transactions.
  • Provides detailed reporting on marketing performance.

Limitations:

  • Limited customization compared to more complex platforms.
  • May not offer all features in the basic plan.

9. Automizely Marketing:


Automizely Marketing integrates Shopify and HubSpot to automate eCommerce marketing tasks, including email campaigns, SMS, and loyalty programs.

Benefits:

  • Syncs orders, products, and customers between Shopify and HubSpot.
  • Includes email, SMS, and push notification automation.
  • Offers built-in loyalty programs and abandoned cart recovery.
  • Cost-effective for growing eCommerce stores.

Limitations:

  • Limited to marketing features, lacks advanced CRM integrations.
  • May not suit businesses with complex sales processes.

10. Alloy Automation:


Alloy Automation is a no-code platform for creating powerful eCommerce workflows, connecting Shopify with HubSpot to automate tasks like lead nurturing and sales tracking.

Benefits:

  • Customizable automation workflows for complex use cases.
  • Syncs customer, order, and product data.
  • Integrates well with multiple eCommerce and CRM platforms.
  • Ideal for automating cross-platform workflows.


Limitations:

  • May require a higher budget for advanced features.
  • Steep learning curve for beginners.

11. SyncSpider:


SyncSpider is an integration platform that allows you to sync data between Shopify, HubSpot, and other systems, creating customized workflows to streamline business operations.

Benefits:

  • Multi-channel integration (not just Shopify and HubSpot).
  • Customizable workflows for businesses with complex needs.
  • Real-time syncing of customer, product, and order data.
  • Scalable solution for growing businesses.

Limitations:

  • More suited for enterprises; small businesses may find it too complex.
  • Requires more technical setup for advanced workflows.

12. MESA:


MESA is an automation app for Shopify that integrates with HubSpot, offering no-code workflow automation for marketing and CRM tasks, from order processing to customer engagement.

Benefits:

  • No-code, easy-to-build automation workflows.
  • Syncs Shopify orders and customer data to HubSpot CRM.
  • Automates email marketing, follow-ups, and product recommendations.
  • Supports advanced automation with multiple steps. 

Limitations:

  • Limited integrations with other platforms.
  • Some advanced features may require a higher-tier plan.

13. HubSpot Custom Apps & API Integrations:


HubSpot allows businesses to create
custom apps and integrations using its API to seamlessly connect Shopify and HubSpot based on specific needs. This approach offers complete control over data flow, allowing businesses to customize how they interact with customer, product, and order data across both platforms.

Benefits:

  • Highly customizable for unique business workflows and processes.
  • Integrates Shopify with any other system you use (ERP, inventory management, etc.).
  •  No third-party tool dependency, making it more secure and private.
  • Full flexibility in designing automation processes, triggers, and data handling.
  • Ideal for businesses with unique needs or complex requirements.

Limitations:

  • Requires a developer’s expertise to build and maintain the integration.
  • Time-consuming and costly to set up, especially for small businesses.
  • Not as simple or quick as plug-and-play integrations like Zapier or Make.

 

Which Platform Should You Choose as Your Bussiness Need?

  • Best Simple Automation: Zapier, Make (Integromat) 
  • Best Deep Integration & Syncing: Unific, CedCommerce, Outfunnel 
  • Best eCommerce Automation: Alloy, MESA, Automizely 
  • Best Enterprise-Level Needs: SyncSpider, HubSpot Operations Hub. 
  • Best for Custom Workflows: Make, Outfunnel, Custom API Integration.

 

Advanced Strategies for HubSpot & Shopify Integration:

Once you’ve successfully integrated HubSpot with Shopify, it’s time to leverage the full potential of this integration with advanced strategies:

1. Personalized Email Campaigns:


By syncing your Shopify customer data with HubSpot, you can send hyper-targeted email campaigns based on past purchases or browsing behaviour. For example:

  • Send a post-purchase follow-up email with related products or offers.
  • Offer a discount to repeat buyers after a set number of purchases.
  • Send abandoned cart emails to encourage customers to complete their purchases. 

2. Automate Customer Journeys:


HubSpot’s workflows allow you to automate customer journeys, triggered by specific actions on Shopify. For example:

  • When a customer makes a purchase, automatically send them a thank you email with product recommendations.
  • If a customer abandons their cart, trigger an automated abandoned cart email with a discount or incentive.
  • For customers who haven’t purchased in a while, send a re-engagement email with a limited-time offer. 

3. Segment Your Customers for Targeted Campaigns:


Integrated Shopify data, you can create detailed customer segments within HubSpot. Examples include:

  • High-value customers: Target your top spenders with loyalty rewards or exclusive offers.
  • New customers: Send them a welcome email series introducing your brand and products.
  • Repeat customers: Offer discounts to encourage them to return for future purchases.
     

4. Track eCommerce Performance with Analytics:


HubSpot’s reporting tools allow you to track how well your Shopify store is performing by providing insights into metrics like:

  • Revenue generated from specific campaigns.
  • Conversion rates from email and social media marketing.
  • The lifetime value of customers acquired through HubSpot marketing efforts.


By monitoring this data, you can optimize your marketing strategies to focus on high-performing channels and campaigns.

Why Integrate HubSpot with Shopify?

Before diving into the “how,” let’s examine why HubSpot and Shopify integration is essential for your business.

  1. Centralized Data: Both HubSpot and Shopify store valuable customer data. By integrating them, you can create a 360-degree view of your customers, including purchase history, behaviour, and engagement with your marketing campaigns. 
  2. Better Customer Segmentation: With integrated data, you can segment customers based on various criteria like past purchases, shopping behaviour, or lifecycle stage. This allows for targeted marketing that resonates with your audience. 
  3. Improved Marketing Automation: HubSpot’s powerful marketing automation tools, such as email campaigns, social media automation, and workflows, can be enhanced with Shopify data to deliver personalized and timely messages to your customers. 
  4. Seamless Customer Support: Integration improves your ability to offer exceptional customer service by providing agents with easy access to relevant customer data, order history, and contact information. 
  5. Boost Sales and Conversions: Integration allows you to send personalized offers and discounts directly to customers based on their shopping history, increasing your chances of upselling and cross-selling.

 

Conclusion:

Integrating HubSpot with Shopify offers numerous benefits that can help you streamline your eCommerce business operations, improve your marketing efforts, and ultimately increase sales. By following the steps outlined above and implementing advanced strategies, you can create a truly optimized customer experience that drives growth and revenue for your store.

Whether you’re just starting with Shopify or looking to enhance your existing store, HubSpot’s integration capabilities provide the tools needed to take your business to the next level. Start integrating today and watch your business thrive!

 

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