Integrate Shopify with HubSpot to automatically add buyer information to HubSpot contacts whenever an order is placed on Shopify.

By utilizing Shopify, you can streamline the operation of your online store, making it extremely convenient.
However, if you need to manually input customer information into HubSpot whenever an order is placed on Shopify, there is a risk of input errors or duplicate information, which can delay customer service.
This article explains the benefits and specific integration methods of connecting Shopify with HubSpot to automatically add buyers to HubSpot contacts when an order is placed on Shopify.
By using this method, you can expect improved data management efficiency and enhanced support quality. With no coding required, anyone can easily integrate apps and automate tasks, so give it a try!

Recommended for

Those who want to efficiently manage Shopify purchase information and enable centralized information management
Those who want to improve data management accuracy and prevent misdeliveries or information leaks due to human error
Those who aim to improve customer support quality by building a rapid response system

Benefits and Examples 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, streamlining operations.
By leveraging this automation, you can manage all customer information from Shopify orders collectively on HubSpot, facilitating smooth collaboration between different teams such as sales and marketing, and enabling quick responses.
As a result, maintaining up-to-date information can also improve the quality of customer service.

Benefit 2: Reduction of Human Errors

By integrating Shopify with HubSpot, you can automatically register buyer information in HubSpot whenever an order is placed on Shopify, reducing human errors from manual input tasks.
This can prevent input mistakes or omissions in customer information registration.
For example, in an apparel e-commerce site, you no longer need to manually transcribe buyer names and email addresses, potentially preventing issues like misdeliveries or billing errors.
During busy periods with high order volumes, this automation can save human resources and improve the accuracy of information management.

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 instance, 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.
This can lead to improved speed and accuracy in customer service.
There is no need to spend time sharing information, which can also enhance support quality.

Now, let's explain how to use the no-code tool Yoom to add buyers to HubSpot contacts when an order is placed on Shopify.

[What is Yoom]

How to Add Buyers to HubSpot Contacts When an Order is Placed on Shopify

By creating a flow to add buyers to HubSpot contacts when an order is placed on Shopify, you can use Shopify's API to retrieve order information and automatically add that data to HubSpot using HubSpot's API.
Generally, implementing API integration requires programming knowledge, but with the no-code tool Yoom, you can easily achieve this without programming knowledge.

〈Create in the following four main processes〉

Register Shopify and HubSpot as My Apps
Copy the template
Set up Shopify triggers and HubSpot operations
Turn on the trigger button to activate the flow

First, please register for free with Yoom from here.
※If you are already registered, please log in.

Step 1: Integrate Shopify and HubSpot with My App

1. How to Register Shopify

Click "My App" and select Shopify from "New Connection".

Enter the API key, API secret, and subdomain, then click "Add".
For detailed registration instructions, please refer to the help page here.
Note: Shopify is a feature available only on some paid plans, with a 2-week free trial available.

2. How to Register HubSpot
Next, select HubSpot from "New Connection".

If you want to link an existing account, click the red frame and log in to HubSpot.

Enter your email address and click "Next".

You will be directed to the screen above, where you can select the account you want to use.

Return to the My App registration screen in Yoom, and if the Shopify and HubSpot icons are displayed, there is no problem.

Now, let's create a flow!
Click "Try it" on the banner below.

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

First, click "When an order occurs".

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

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".
Check that the Shopify order information you just created is displayed in the output, confirm it is correctly reflected, and click "Save".

Step 3: Create a Contact in HubSpot

Next, set up "Create a Contact".

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

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

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

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

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

Step 4: Turn ON the Trigger

Once all settings are complete, turn "ON the Trigger".
This completes the flow of "adding the buyer to HubSpot's contacts when an order occurs on Shopify".

Introduction to Other Examples of Automation Using Shopify

1. This is a flow that automatically adds kintone inventory information to Shopify.
By utilizing this flow, you may no longer need to check kintone inventory information each time, potentially facilitating smooth updates to Shopify.
Additionally, automation can prevent input errors in inventory information, possibly avoiding troubles caused by data discrepancies.

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2. This flow automatically updates Shopify product information when Notion product information is updated.
By utilizing this flow, you can maintain data consistency between apps, prevent information discrepancies and human errors, and potentially reduce management workload.
By streamlining the update of product information to Shopify, it may also enable quicker reflection on the online store.

3. This is a flow where a folder is automatically created in Google Drive when product information is created in Shopify.
By utilizing this flow, centralized management becomes possible, which can lead to improved work efficiency.
You may be able to efficiently update product pages and carry out marketing strategies because you can quickly find the necessary information.

Summary

In this article, we introduced a method to integrate Shopify with HubSpot, allowing you to automatically add buyers to HubSpot contacts when an order is placed on Shopify.
This automation enables centralized management of customer information, ensuring that information remains up-to-date and potentially improving the quality of customer service.
It also reduces the possibility of human errors, such as input mistakes or missing information registration.
Yoom can integrate with a wide variety of apps beyond just Shopify and HubSpot.
Why not take this opportunity to utilize Yoom and consider building a more efficient workflow?