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Are you manually registering products in Shopify every time a form is submitted in HubSpot? In the midst of your busy work schedule, manual entry can be time-consuming, prone to errors, and quite challenging, right? Wouldn't it be convenient if product registration could be automated? In this article, we will introduce a method to automatically register products in Shopify based on the content submitted through HubSpot forms! It's easy to set up without any coding, so be sure to give it a try!
In this article, we will introduce a method of integration using the no-code tool "Yoom."
No complicated settings or operations are required, and even non-engineers can easily implement it.
You can start right away using the template below, so please give it a try!
■Overview
This is a flow for registering products in Shopify using information submitted from a Hubspot form.
By integrating HubSpot and Shopify, you can save the hassle of operating individual apps and repeatedly entering data, allowing you to proceed smoothly with your tasks. Automating the process of adding products to Shopify helps eliminate any gaps or omissions in information management.
You can freely configure the content to be added to Shopify.
■Notes
・Please integrate Yoom with both HubSpot and Shopify.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
[What is Yoom]
Now, let's introduce a flow where information submitted from a HubSpot form is used to register products on Shopify by integrating HubSpot with Shopify.
First, if you do not have a Yoom account, please issue an account from the Yoom account issuance page.
Also, for basic operations of Yoom, please refer to Getting Started with Yoom.
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 be used this time and integrate the apps. You can also search by app name.
(The image shows HubSpot integration. Please integrate Shopify in the same way.)
3. Select "Sign in to your HubSpot account" and enter your HubSpot account information.
※ For detailed instructions on how to integrate HubSpot, click here
4. Enter your HubSpot account information and follow the on-screen instructions to integrate.
5. Similarly, integrate the Shopify app, and once the integration is complete, create a flow bot.
Select any project from the project list on the left and click "+ New Creation".
Enter the API key, API secret key, and subdomain, then click "Add".
※ For detailed instructions on how to integrate Shopify, click here
※ Shopify is an app for users of the Team Plan and Success Plan. If used with the Free Plan or Mini Plan, the flow bot's operations and data connections may result in errors, so please be careful. The paid plans (Team Plan and Success Plan) offer a 2-week free trial. During the trial period, you can use Shopify, which is usually restricted, without any issues. Please take this opportunity to experience various features.
6. Once registered in My Apps, please copy the template from the banner below. Copying will make the setup easier.
■Overview
This is a flow for registering products in Shopify using information submitted from a Hubspot form.
By integrating HubSpot and Shopify, you can save the hassle of operating individual apps and repeatedly entering data, allowing you to proceed smoothly with your tasks. Automating the process of adding products to Shopify helps eliminate any gaps or omissions in information management.
You can freely configure the content to be added to Shopify.
■Notes
・Please integrate Yoom with both HubSpot and Shopify.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
1. Select "Trigger from an app events".
2. Select "HubSpot".
3. Select the account to integrate and choose "When a form is submitted" as the trigger action. Then select "Next".
4. Configure the API settings. Set the trigger activation interval and form ID from the options, and select "Test".
If the test is successful, select "Save".
※ The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. The shortest activation interval varies depending on the plan, but a shorter setting is generally recommended.
1. Select the "+" mark below the app trigger you added earlier.
2. For the operation, search for "Shopify".
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 in the app trigger. (You can set it from the options displayed by clicking the frame)
After entering, select "Test".
If the test is successful, select "Save".
5. Finally, turn the trigger "ON" to complete.
■Overview
This is a flow for registering products in Shopify using information submitted from a Hubspot form.
By integrating HubSpot and Shopify, you can save the hassle of operating individual apps and repeatedly entering data, allowing you to proceed smoothly with your tasks. Automating the process of adding products to Shopify helps eliminate any gaps or omissions in information management.
You can freely configure the content to be added to Shopify.
■Notes
・Please integrate Yoom with both HubSpot and Shopify.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of HubSpot and Shopify.
If there's something that catches your interest, please give it a try!
It is also possible to integrate so that when an order is placed on Shopify, the purchaser is added to HubSpot's contacts, or when a customer is registered on Shopify, the customer information is also added to HubSpot.
Register an event in the calendar when information is registered in HubSpot
Automatically add events to Google Calendar based on information from HubSpot.
■Overview
The workflow "Add contacts to HubSpot based on form information and register events in Google Calendar" automates the information input process.
By simply entering information into the form, customer information is added and events are created, improving work efficiency.
■Recommended for
■Benefits of using this template
By using this automated flow, you can smoothly add contacts to HubSpot and register events in Google Calendar based on information from forms.
The burden of input work is reduced, improving operational efficiency.
Additionally, information is accurately reflected in a short time, achieving faster processing.
This prevents delays in customer response, leading to improved satisfaction. By integrating multiple tools, unified information is consistently managed, enhancing data reliability.
■Overview
The "Register Schedule from HubSpot Contact Information to Google Calendar" workflow allows you to create schedules with a single click.
There is no need to access Google Calendar directly, which enhances convenience.
■Recommended for
■Benefits of Using This Template
Registering HubSpot contact information in Google Calendar greatly improves scheduling efficiency.
This allows for quicker appointment and meeting settings.
It eliminates the hassle of manual information entry, enabling smooth sales activities.
Additionally, because you can quickly create schedules, you can respond swiftly based on the latest information.
All team members can view and share a common schedule, which strengthens communication and facilitates smooth project progress.
Issue a meeting URL when specific conditions are met in HubSpot
Automatically generate a meeting URL in Google Meet or Zoom when specific conditions are met in HubSpot.
■Overview
This is a flow where a meeting scheduled with a HubSpot contact is registered in Google Calendar, and the meeting URL is sent via Gmail.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who use HubSpot for sales activities
・Those who want to use the registered meeting information with other tools
2. Those who use Google Calendar for work
・Those who want to prevent scheduling errors or omissions and improve the accuracy of schedule management
3. Those who communicate with customers via Gmail
・Those who want to automate the sending of standard emails such as meeting invitations to improve work efficiency
■Benefits of using this template
When you register an online meeting schedule in HubSpot, you can automate everything from calendar registration to sending the meeting URL via email, minimizing the risk of transcription errors or missed communications.
Additionally, the communication process with customers is standardized, enabling quick and consistent responses.
■Notes
・Please integrate Yoom with HubSpot, Google Calendar, Gmail, and Google Sheets.
・Branching is a feature (operation) available with Mini Plan or higher plans. If you are on the Free Plan, the set operations will result in an error, so please be careful.
・Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・In this flow, we use Google Sheets to convert dates from Coordinated Universal Time (UTC) to Japan Standard Time (JST).
■Overview
The workflow "Register for a Zoom webinar and send a participation link via email when the HubSpot deal stage changes" automates the integration of sales processes and webinars.
This allows for automatic registration for Zoom webinars according to the progress of the deal, and the participation link is emailed to the customer, eliminating manual work and enabling efficient communication.
■Recommended for
■Benefits of using this template
When the HubSpot deal stage changes, it automatically registers for a Zoom webinar and sends the participation link via email, reducing the hassle of manual work.
Additionally, it prevents manual registration errors and email omissions, ensuring reliable customer service.
Automation enables quick and reliable information delivery, facilitating smooth business operations.
Create a folder in cloud storage when a new company is created in HubSpot
Automatically create a folder in Google Drive, OneDrive, etc., when a new company is created in HubSpot.
■Overview
This is a flow that creates a folder for each client in OneDrive when a client is registered in HubSpot.
■Recommended for
1. Companies that have implemented HubSpot as a customer management tool
・Marketing or sales personnel using HubSpot for customer management
2. Those managing files with OneDrive
・Back office personnel managing documents by creating folders for each client
・Those who want to reduce the hassle of creating folders
■Benefits of using this template
Many people manage documents by creating folders for each client in OneDrive.
However, manually creating folders every time a new client is registered is time-consuming and labor-intensive.
By using this template, you can reduce such burdens.
By linking with HubSpot information, folders are automatically created in OneDrive, making it easy for those who previously prepared folders manually to manage them.
As a result, you can allocate the saved time to other tasks, leading to improved productivity.
■Notes
・Please link both HubSpot and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that creates a new folder in Box when a new company is created in HubSpot.
■Recommended for
1. Those who manage companies using HubSpot
・Sales assistants or accounting staff managing prospects
・Administrative staff or office managers
2. Representatives of companies that have adopted Box for data storage
・Sales assistants managing company information in folders by company
・Customer service representatives storing materials for web meetings
3. Those who want to reduce manual work and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Marketing personnel managing data using digital tools
■Benefits of using this template
・Automatically creates a folder with the company name based on the registration in HubSpot, reducing manual effort and increasing operational efficiency.
・Automatically creates a folder triggered by registration, allowing for a smooth start to subsequent anticipated tasks.
・Prevents manual input errors by quoting from HubSpot registration, maintaining data accuracy.
・Centralizes customer information and related files on Box, reducing the effort to search for information and improving operational efficiency.
■Notes
・Please integrate both Box and HubSpot with Yoom.
■Overview
This is a flow that creates a folder with the company name in a specified location on Google Drive when a new company is registered in HubSpot.
■Recommended for
1. Companies that store data for each company in Google Drive
・Sales assistants or department heads
・Administrative staff overseeing company-wide information
・Accounting staff issuing forms for each company
2. Companies managing related company information in HubSpot
・Sales staff managing business cards and company information
・Marketing staff
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registered content, helping to prevent omissions in operations.
■Notes
・Please integrate Yoom with both HubSpot and Google Drive.
Notify Chat Tools When an Order is Placed on Shopify
Automatically send notifications to Slack, Discord, etc., when an order is placed on Shopify.
■Overview
This is a flow that notifies Microsoft Teams when an order is placed on Shopify.
■Recommended for
1. Those who use Shopify
・Those who use it for operating an e-commerce site
2. Those who use Microsoft Teams as a communication tool
・Those who utilize it for information sharing and communication within the team
■Benefits of using this template
Shopify is a platform that can streamline the construction and operation of e-commerce sites.
However, manually sharing each order with the person in charge or within the team can lead to delays in subsequent tasks.
By using this flow, information sharing among team members becomes smoother.
Knowing about orders immediately allows for a smoother start to customer service tasks, leading to improved customer satisfaction.
■Notes
・Please integrate both Shopify and Microsoft Teams with Yoom.
・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・Shopify is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connect of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Discord when an order is placed on Shopify.
■Recommended for
1. Those who use Shopify
・Those who use it for operating an e-commerce site
2. Those who use Discord as a communication tool
・Those who utilize it for information sharing and communication within the team
■Benefits of using this template
Shopify is a platform that allows efficient order management on e-commerce sites.
However, manually sharing each order occurrence with the team is not an efficient way to proceed with operations.
This flow automatically notifies Discord of order occurrences on Shopify, facilitating smooth information sharing.
Since it can notify detailed order information, you can check the overview just by looking at the chat.
By eliminating manual work and notifying order occurrences, it enables quick commencement of subsequent tasks, leading to increased productivity.
■Notes
・Please link both Shopify and Discord with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation or data connection of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that notifies Slack when an order is placed on Shopify.
■Recommended for
1. Shopify Store Owners
・Those who want to keep track of new orders and order status changes in real-time
・Those who want to collaborate with team members on Slack for quick responses
・Those who want to streamline order processing and customer service
2. E-commerce Site Managers
・Those who want to share order information on Slack to enhance team communication
・Those who want to automate workflows using Slack's notification features
・Those who want to integrate Shopify and Slack to improve operational efficiency
■Benefits of Using This Template
・You can respond quickly as notifications are sent to Slack the moment an order is placed on Shopify.
・Sharing order information on Slack facilitates smooth communication among team members, improving the quality of customer service.
■Notes
・Please integrate both Shopify and Slack with Yoom.
・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
Add information to the database when an order is placed on Shopify
Automatically add information to Google Sheets or Notion when an order is placed on Shopify.
■Overview
This is a flow that adds orders to Notion when they occur in Shopify.
■Recommended for
1. Those who run an e-commerce site
・Those who are responsible for building and operating an e-commerce site using Shopify
2. Those who use Notion for managing order data
・Those who centrally manage Shopify order data in Notion
■Benefits of using this template
Shopify is a platform that consolidates the necessary functions for building and operating an e-commerce site, making it a useful tool for selling your own products or services.
However, if you are managing Shopify order data in Notion, you might find the task of transferring order data time-consuming and inefficient.
This template is suitable for those who want to streamline the addition of order data to Notion.
When an order occurs in Shopify, it can automatically add the order data to Notion, thus streamlining the manual transfer process.
It also helps prevent errors and omissions in manual entries, making management tasks easier.
■Notes
・Please connect both Shopify and Notion with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the set flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that adds a record to a Google Spreadsheet when there is a new order on Shopify.
You can avoid missing or overlooking information because the order details from Shopify are automatically added to Google Spreadsheet without having to check them manually.
■Notes
・Please integrate both Shopify and Google Spreadsheet with Yoom.
・Shopify is an app available only on the Team Plan and Success Plan.
・For Free Plan and Mini Plan users, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that adds a record to Microsoft Excel when an order is placed on Shopify.
■Recommended for
1. Shopify Store Owners
・Those who want to manage and analyze Shopify order information in Excel
・Those who want to eliminate manual order information entry and improve operational efficiency
・Those who conduct sales analysis and customer management in Microsoft Excel and want to integrate Shopify order information
2. E-commerce Site Managers
・Those who want to automatically import Shopify order information into Excel for custom analysis and report creation
・Those who want to incorporate Shopify order information into workflows built in Microsoft Excel for seamless business integration
・Those who want to automatically import Shopify order information even in Excel environments where integration with other systems is difficult
■Benefits of Using This Template
・Centralizing product information in Shopify makes it easier to manage inventory and understand sales status.
・Automatically adding order information generated in Shopify to Excel reduces manual entry errors and time loss.
■Notes
・Please integrate both Shopify and Microsoft Excel with Yoom.
・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.
Send Coupon Information via Email When a Specific Product is Ordered on Shopify
Automatically send coupon information via Gmail or Outlook when an order for a specific product is placed on Shopify.
■Overview
This is a flow where coupon information is sent via Gmail when an order for a specific product is placed on Shopify.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those using Shopify for e-commerce site operations
・Those handling products they want to promote for repeat purchases
・Those who want to strengthen follow-up after purchase
2. Those using Gmail for business
・Marketing personnel who want to leverage purchase data to achieve targeted promotions using email
・Those who want to promote sales at low cost through automatic email sending
■Benefits of using this template
By implementing this flow, coupon information will be automatically sent via Gmail every time a new order for a specific product is placed on Shopify.
There is no need to manually categorize order information or transcribe recipient details for each product, enabling timely follow-up with target customers.
Additionally, automation helps prevent email sending errors or omissions.
■Notes
・Please integrate Shopify and Gmail with Yoom.
・The branching function (operation) is available with the Mini Plan or higher, and integration with Shopify is available with the Team Plan or higher. If you are on a plan that does not include these, the operations and data connections you have set will result in errors, so please be aware.
・Paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview
This is a flow that sends coupon information via Outlook when an order for a specific product is placed on Shopify.
With Yoom, you can easily achieve this flow without any programming, as it enables integration between apps.
■Recommended for
1. Those using Shopify for e-commerce site operations
・Those handling products aimed at promoting repeat purchases
・Those looking to strengthen follow-up after purchase
2. Those using Outlook for business
・Marketing personnel who want to utilize purchase data to achieve targeted promotions via email
・Those who want to promote sales at low cost through automatic email sending
■Benefits of using this template
By implementing this flow, coupon information will be automatically sent via Outlook every time a new order for a specific product is placed on Shopify.
There is no need to manually categorize order information or transcribe recipient details, allowing for timely follow-up with target customers.
Additionally, automation helps prevent email sending errors or omissions.
■Notes
・Please integrate Yoom with both Shopify and Outlook.
・The branching function (operation) is available on the Mini Plan or higher, and integration with Shopify is available on the Team Plan or higher. If you are on a plan that does not include these features, the operations and data connections you have set will result in errors, so please be aware.
・Paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
1. Automatic Product Data Registration
It's quite a task to register information sent from HubSpot to Shopify every time, isn't it?
By integrating, you can automatically register product information.
For those handling a large number of products daily, this means being freed from time-consuming registration tasks and focusing on work that leads to sales.
2. Reduction of Input Errors
When manually entering product information sent to HubSpot into Shopify, errors can occur, right?
If there's an input error in the price, it can lead to significant losses.
With automation, if the form content is automatically reflected, you can prevent input errors and register accurate product information.
3. Reduction of Tool Operation Costs
Registering product information tends to become a routine task.
However, if the registration process takes time, it incurs labor costs and increases tool operation costs.
By implementing automation, you can reduce the labor costs associated with product registration tasks, leading to reduced operation costs.
Companies with a high volume of product registration tasks can particularly enjoy significant benefits.
How was it?
By integrating HubSpot and Shopify, you can automatically register product data submitted through forms!
This leads to reduced work time, fewer errors, and lower operation costs.
With Yoom, you can easily integrate HubSpot and Shopify without any coding, so give it a try!
