How to Automatically Add Purchaser Information to HubSpot Contacts When an Order is Placed on Shopify

Step 2: Setting the Trigger to Activate When an Order is Placed on Shopify

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First, click on "When an order is placed".

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This page is already set up.
Be sure to select "When an order is placed" as the trigger action.
After confirming there are no errors in the settings, click "Next" to proceed.

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Set the trigger activation interval as desired.
Note: The shortest activation interval varies depending on the plan.

After setting the trigger activation interval, create a test order in Shopify.

Click "Test".

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The Shopify order information you just created will be displayed in the output, so confirm it is correctly reflected and click "Save".

Step 3: Create a Contact in HubSpot

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Next, we will set up "Create Contact".

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This page is already set up.
Be sure to select "Create Contact" as the action.
After confirming there are no errors in the settings, click "Next".

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On this page, set up the items you want to automatically register in HubSpot.
In this case, it is already set up as shown in the image above.
Explanation: By setting it up this way, when an order is placed on Shopify, you can automatically obtain the purchaser's "Email Address", "Last Name", and "First Name" and add them to HubSpot's contacts.

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How to set: Click inside the box → Click "When an order is placed" → Click "Email Address"

You can freely set any other information you want to automatically obtain from Shopify.

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Click Test, and if you can confirm that the contact has been registered in HubSpot without any issues, click "Save" to complete the setup.

Step 4: Turn ON the Trigger

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Once all settings are complete, turn the trigger "ON".
This completes the flow of "Adding the purchaser to HubSpot's contacts when an order is placed on Shopify".

Other Automation Examples Using Shopify and HubSpot

In addition to the flow introduced this time, you can achieve various business automations by using the Shopify and HubSpot APIs.
All of these can be used with simple settings, so if you find something that interests you, please give it a try!

Other Automation Examples with Shopify and HubSpot

It is also possible to register products on Shopify or synchronize customer information using the information submitted from HubSpot forms.
Automation should reduce the likelihood of data discrepancies between different platforms.

Automation Example Using Shopify

Add Information When an Order Occurs on Shopify

New orders are automatically reflected in Salesforce, reducing the effort of data entry and transcription errors, thereby achieving accurate information management.

Notify when an order is placed on Shopify

By sharing order information, communication among team members becomes smoother, and the quality of customer service is expected to improve.

Register customer and product information in Shopify based on form responses

By reducing manual work, it is expected not only to streamline data entry tasks but also to ensure data accuracy.

Examples of Automation Using HubSpot

Register contacts to HubSpot using signature information from received emails

Since you can seamlessly register contacts to HubSpot, manual registration work is no longer necessary, making customer management more efficient.

Notify When a New Contact is Registered in HubSpot

When a new contact is created in HubSpot, a notification is sent simultaneously, which may eliminate the common time lag that occurs during information sharing.

Create a Folder When a Company is Registered in HubSpot

A folder is automatically created each time a company is registered, saving you the time and effort of creating folders manually.

Benefits of Integrating Shopify and HubSpot

Benefit 1: Centralized Customer Information Management

By integrating Shopify with HubSpot, you can automatically add buyer information to HubSpot's contact list whenever an order is placed on Shopify.
This enables centralized information management and should streamline operations.
For example, since you can manage all customer information from Shopify orders collectively on HubSpot, it may facilitate smooth collaboration between different teams such as sales and marketing, allowing for prompt responses.
As a result, maintaining up-to-date information can also be expected to improve the quality of customer service.

Benefit 2: Reduction of Human Errors

Integrating Shopify with HubSpot allows for automatic reflection of buyer information when an order occurs, which is expected to reduce human errors from manual data entry.
You might be able to eliminate input mistakes and omissions in customer information registration.
For instance, since there is no need to manually transcribe the buyer's name or email address, it could prevent issues such as incorrect deliveries or billing errors.
It will likely become a useful tool for improving the accuracy of information management during busy periods with high order volumes.

Benefit 3: Faster Customer Support

By integrating Shopify with HubSpot, buyer information is automatically registered in HubSpot, allowing the support team to quickly grasp all customer information.
For example, if an e-commerce site operator utilizes this automation, they can handle returns or exchanges while checking buyer information on HubSpot, potentially eliminating unnecessary verification tasks.
Improved speed and accuracy in customer support can be expected, along with enhanced support quality.

Conclusion

In this article, we introduced a method to integrate Shopify with HubSpot, allowing for automatic addition of buyers to HubSpot contacts when an order is placed on Shopify.
This automation enables centralized customer information management, helping maintain up-to-date information and potentially improving the quality of customer service.
Additionally, it may reduce human errors such as input mistakes and information registration omissions.

At Yoom, integration with a wide variety of apps other than Shopify and HubSpot is possible.
Why not take this opportunity to consider utilizing Yoom to build a more efficient workflow?