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!
Recommended for:
Those considering improving work efficiency with HubSpot and Shopify.
Those who are transferring content submitted through HubSpot forms to Shopify.
Those who want to integrate HubSpot and Shopify to prevent missing product registrations.
For those who want to try it immediately:
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!
Submit information from a Hubspot form to register a product in Shopify.
How to Create a HubSpot and Shopify Integration Flow
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.
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.
Submit information from a Hubspot form to register a product in Shopify.
STEP2 Set a Trigger to Activate When a HubSpot Form is Submitted
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.
STEP3 Set an Action to Add Products to Shopify
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.
Submit information from a Hubspot form to register a product in Shopify.
Other Automation Examples Using HubSpot and Shopify
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!
Examples of Automation Integrating HubSpot and Shopify
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.
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Examples of Automation Using HubSpot
Register an event in the calendar when information is registered in HubSpot
Automatically add events to Google Calendar based on information from HubSpot.
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
■Overview The workflow 'Add contact to HubSpot and register event in Google Calendar based on form information' 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 ・Those who want to quickly manage customer information obtained via forms ・Those who want to efficiently manage customers using HubSpot and quickly get in touch ・Those who use Google Calendar for schedule management ・Those who want to prevent schedule overlaps and forgotten appointments, and smoothly coordinate schedules ・Those who feel burdened by manual customer information input and schedule registration
■Notes ・Please link Yoom with both HubSpot and Google Calendar.
■Overview The 'Register an event in Google Calendar from HubSpot contact information' workflow allows you to create events with one click. It improves convenience as there is no need to access Google Calendar directly.
■Recommended for ・Those who manage client information using HubSpot ・Sales representatives who want to quickly utilize HubSpot contact information ・Those who manage schedules using Google Calendar ・Those who want to speed up their sales activities ・Those who want to link HubSpot information with Google Calendar to save effort ・Those aiming for automation without spending time on manual data entry or event creation
■Notes ・Please link both HubSpot and Google Calendar with Yoom. ・Please refer to the following for the trigger setting method using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
■Overview The workflow "When the HubSpot deal stage is changed, register for the Zoom webinar and send the participation link via email" automates the integration of the sales process and webinars. This allows for automatic registration for Zoom webinars based on deal progress, and the participation link is emailed to the customer, eliminating manual work and enabling efficient communication.
■Recommended for ・Sales representatives managing their sales process using HubSpot ・Marketing personnel who frequently host Zoom webinars and find participant management cumbersome ・Administrators of companies looking to strengthen the integration of sales and marketing and automate operations ・Team leaders who spend time on manual webinar registration and email sending
■Notes ・Please integrate with both HubSpot and Zoom 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.
■Overview This flow notifies Slack when an order occurs on Shopify.
■Recommended for 1. Shopify store owners ・Those who want to monitor 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 support
2. E-commerce site administrators ・Those who want to share order information in Slack and strengthen information sharing within the team ・Those who want to leverage Slack's notification features to automate workflows ・Those who want to integrate Shopify and Slack to improve operational efficiency
■Notes ・Please connect Yoom with both Shopify and Slack. ・The Shopify app is available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, flow bot operations and Data Connect you have configured will result in errors, 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 otherwise restricted. ・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please note.
■Overview Are you manually copying information into Microsoft Excel every time a new order comes in on Shopify? This work not only takes time, but can also lead to human errors such as input mistakes. By using this workflow, when an order occurs in Shopify, the order information can be automatically added to Microsoft Excel, resolving issues related to manual work and improving operational accuracy.
■Recommended for - E-commerce staff who manage Shopify order information in Microsoft Excel - Those who want to eliminate input errors and time loss caused by manual data entry - Managers who want to streamline back-office operations in e-commerce site management
■Notes - Please connect both Shopify and Microsoft Excel with Yoom. - You can choose the trigger interval to run every 5, 10, 15, 30, or 60 minutes. - The minimum trigger interval varies by plan. - Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. - For the operation settings for manipulating the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081 - Shopify is an app available only on the Team Plan and Success Plan. On the Free Plan or Mini Plan, the Flow Bot operations or Data Connects you set will result in errors. - 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 otherwise restricted.
Benefits and Automation Examples of Integrating HubSpot and Shopify
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.
Conclusion
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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