How to register products in Shopify using information submitted from HubSpot forms by integrating HubSpot and Shopify

HubSpotでフォームが送信されたら、手入力でShopifyに商品を登録していませんか？
忙しい業務の中で手入力をしていると、時間がかかるし、ミスも発生するし、大変ですよね。
もし商品登録が自動化できたら便利ですよね。
そこでこの記事では、HubSpotのフォームで送信された内容をもとに、Shopifyに商品を自動登録する方法をご紹介します！
ノーコードで簡単に設定できるので、ぜひ試してみてくださいね！

こんな方におすすめ

HubSpotとShopifyでの業務効率化を考えている方。
HubSpotのフォームで送信された内容をShopifyに転記している方。
HubSpotとShopifyを連携して商品の登録漏れを防ぎたい方。

今すぐに試したい方へ

本記事ではノーコードツール「Yoom」を使用した連携方法をご紹介します。

難しい設定や操作は必要なく、非エンジニアの方でも簡単に実現できます。

下記のテンプレートから今すぐに始めることもできるので、ぜひお試しください！

Benefits and Automation Examples of Integrating HubSpot and Shopify

HubSpot is a CRM system that centrally manages customer information.
It offers software to support various tasks necessary for customer management, such as the Sales Hub for sales support and the Marketing Hub for centralized marketing activities.
Shopify is a globally adopted e-commerce platform that caters to businesses of all sizes and industries.

What are the benefits of integrating these two?

1. Integration of Product Data
By integrating HubSpot and Shopify, you can centrally manage e-commerce site data and product information.

For example, information submitted through HubSpot forms can be automatically reflected in Shopify products.
For those handling numerous products daily, this frees them from error-prone registration tasks, allowing them to focus on work that contributes to sales‍

2. Improved Customer Experience
Based on customer information obtained in HubSpot, you can offer a more personalized experience on Shopify's e-commerce site. Automated integration allows for smooth implementation of product recommendations based on past purchasing activities and promotions for specific target customers.
Such customer experiences are expected to improve customer satisfaction.‍

3. Marketing Efficiency
Integrating HubSpot and Shopify automates marketing campaigns, leading to more efficient marketing operations.
For instance, you can automatically send follow-up emails for Shopify purchasing activities (such as first-time purchases or coupon expiration reminders) or send targeted emails in Shopify based on HubSpot customer information.
Marketing activities can be conducted more efficiently and effectively.

Not only does it free you from manual input and the hassle of switching between tools, but it also allows for more effective use of customer data, leading to improved marketing and customer experience!

How to Create a HubSpot and Shopify Integration Flow

We have seen that there are benefits to both integrating from HubSpot to Shopify and from Shopify to HubSpot.
This time, we will introduce a flow to integrate from HubSpot to Shopify and register products in Shopify using information submitted through HubSpot forms.

Before Getting Started

First, if you do not have a Yoom account, please create one from the Yoom Account Creation Page. You can start in 30 seconds!
For basic operations of Yoom, please refer to Getting Started with Yoom.

STEP1 Add HubSpot and Shopify to My Apps

1. After logging into Yoom, select "My Apps" from the left column and choose "+ New Connection".

2. From the list of new connections in My Apps, select "HubSpot" and "Shopify" to use this time and link the apps. You can also search by app name.
(The image shows the HubSpot connection. Please connect Shopify in the same way.)

3. Select "Sign in to your HubSpot account" and enter your HubSpot account information.

4. Enter your HubSpot account information and follow the on-screen instructions to complete the integration.

5. Similarly, integrate the Shopify app. Once the integration is complete, create a flow bot.
   Select a project from the project list on the left and click "+ New Creation".
   For HubSpot and Shopify integration methods, please refer to the following.
   For HubSpot integration, click here
   For Shopify integration, click here

6. Enter a title of your choice.

STEP2 Set a Trigger to Activate When a HubSpot Form is Submitted

1. Select "When a specific app event is received".

2. Select "HubSpot".

3. Select the account to integrate and choose "Form Submitted" as the trigger action. Then select "Next".

4. Configure the API settings. Select the form ID from the options and choose "Test".
If the test is successful, select "Save".

STEP3 Set an Action to Add a Product to Shopify

1. Select the "+" mark below the app trigger you added earlier.

2. For the operation, select "Integrate with App".
Select "Shopify" as the app.

3. Select the integrated account and choose "Add Product" as the action. After entering, select "Next".

4. Configure the API settings. Enter the subdomain and set the product title and product information.
You can also set outputs obtained from HubSpot via the app trigger.
After entering, select "Test".

If the test is successful, select "Save".

5. Finally, turn the trigger "ON" to complete.

Advanced HubSpot and Shopify Integration Flow

We introduced a flow where a product is registered in Shopify when a form is submitted in HubSpot.
With Yoom, you can also perform other integrations like this.

・Create a GitHub issue when there is an order in Shopify
App Trigger (Integrated App: Shopify): When order information is updated
　　↓
Integrate with App (Integrated App: GitHub): Create Issue
*Integration of My Apps with Shopify and GitHub is required.

・Store information submitted from HubSpot forms into kintone
App Trigger (Integration App: HubSpot): When a form is submitted
　　↓
Operate the database (Integration App: kintone): Add a record
*Integration between HubSpot and kintone My Apps is required.

Integrating with other tools greatly expands the scope of automation.

Summary

How was it?
By integrating HubSpot and Shopify, you not only centralize product data but also enhance customer experience and streamline marketing efforts.
With automatic integration, there's no need to switch between the two tools, freeing you from manual input, reducing effort, and minimizing input errors.
Additionally, by automatically syncing customer data and reflecting customer behavior in real-time on both platforms, you can conduct effective promotions and achieve marketing that aligns more closely with customer behavior.
Data synchronization enables advanced analysis using data from both platforms, allowing you to build strategies that match the current situation and expect more effective sales activities.
Utilize such integrations to boost the productivity of your entire team!

HubSpotで特定の条件を満たしたらミーティングURLを発行する

HubSpotで特定の条件を満たしたらGoogle MeetやZoomでミーティングURLを自動で発行します。

HubSpotに新しい会社が作成されたらクラウドストレージにフォルダを作成する

HubSpotに新しい会社が作成されたら、Google DriveやOneDriveなどにフォルダを自動で作成します。

Shopifyを活用した自動化例

Shopifyに注文が発生したらチャットツールに通知する

Shopifyに注文が発生したら、SlackやDiscordなどに自動で通知します。

Shopifyで注文が発生したらデータベースに情報を追加する

Shopifyで注文が発生したらGoogle スプレッドシートやNotionに情報を自動で追加します。

Shopifyで特定の商品の注文が発生したらメールでクーポン情報を送信する

Shopifyで特定の商品の注文が発生したらGmailやOutlookでクーポン情報を自動送信します。

HubSpotとShopifyを連携するメリットと自動化例

1.商品データの自動登録

‍HubSpotで送信された情報を毎回Shopifyに登録するのは大変ですよね。
連携すると、商品情報を自動登録できます。
例えば、毎日たくさんの商品を扱っている方にとっては、時間がかかる登録作業から解放され、売上につながる仕事に打ち込めますね。

2.入力ミスの削減

‍HubSpotに送信された商品情報を、Shopifyに手動で入力すると、ミスが発生することがありませんか。
もし値段に入力ミスがあると、大きな損失につながってしまいますよね。
自動化により、フォームの内容が自動で反映されれば、入力ミスを防げるので、正確な商品情報を登録できるはずです。

3.ツール運用コストの削減

商品情報の登録は定型業務になりがちですよね。
それなのに、登録作業に時間がかかれば、人件費がかかり、ツール運用コストが増えてしまいます。
自動化を導入すれば、商品の登録作業にかかる人件費を削減できるので、運用コストの削減につながるはずです。
特に商品の登録作業が多い企業は、大きなメリットを享受できるのではないでしょうか。

まとめ

いかがでしたでしょうか？
HubSpotとShopifyを連携すると、フォームに送信された商品データの自動登録が可能になります！
これにより、作業時間やミスを削減し、運用コストを下げることにもつながります。
YoomならHubSpotとShopifyをノーコードで簡単に連携できるので、ぜひ試してみてくださいね！