By utilizing Shopify, you can streamline the operation of your online store, which is incredibly convenient. However, if you need to manually enter customer information into HubSpot whenever an order is placed on Shopify, it can lead to input errors and duplicate information, potentially delaying customer service.
To avoid this issue, this article explains the specific methods of integrating Shopify with HubSpot and the benefits you can gain from it.
By leveraging this method, you can expect improved data management efficiency and enhanced support quality. With no-code integration, anyone can easily connect apps and automate tasks, so make sure to read until the end!
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 misdelivery or information leaks due to human error
Those who aim to enhance customer support quality by establishing a rapid response system
For those who want to try it immediately
This article introduces the integration method using the no-code tool "Yoom". No complicated settings or operations are required, making it easy for non-engineers to implement. You can start right away using the template below, so be sure to give it a try!
Add the purchaser as a contact in HubSpot when an order is placed on Shopify.
Now, let's explain how to use the no-code tool Yoom to "add a purchaser to HubSpot's contacts when an order is placed on Shopify"!
[What is Yoom]
How to Add a Purchaser to HubSpot's Contacts When an Order is Placed on Shopify
By creating a flow to add a purchaser to HubSpot's contacts when an order is placed on Shopify, you can automatically add the data to HubSpot using Shopify's API to retrieve order information and HubSpot's API. Generally, programming knowledge is required to achieve API integration, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
〈The process is broadly divided into the following four steps〉
Register Shopify and HubSpot as My Apps
Copy the template
Set up Shopify triggers and HubSpot operations
Turn on the trigger button and run the flow
First, please register for free with Yoom from here. If you are already registered, please log in.
Step 1: Connect Shopify and HubSpot as My Apps
1. How to Register Shopify
Click "My Apps" and select Shopify from "+ Add".
Enter the API key, API secret, and subdomain, and click "Add". For detailed registration instructions, please refer to the help page here. Note: Shopify is a feature available only on some paid plans, and a two-week free trial is available.
2. How to Register HubSpot Next, select HubSpot from "New Connection".
If you are connecting an account you are already using, click the red frame and log in to HubSpot.
Enter your email address and click Next, then select the account you want to use.
Return to the Yoom My Apps registration screen, and if the Shopify and HubSpot icons are displayed, there is no problem.
Now, let's create the flow! Please click "Try it" on the banner below.
Add the purchaser as a contact in HubSpot when an order is placed on Shopify.
Step 2: Setting the Trigger to Activate When an Order is Placed on Shopify
First, click on "When an order is placed".
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.
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".
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
Next, we will set up "Create Contact".
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".
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.
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.
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
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".
Add the purchaser as a contact in HubSpot 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.
Submit information from a Hubspot form to register a product in Shopify.
■ Overview The "When a customer is registered on Shopify, also add customer information to HubSpot" flow is a business workflow that automates the integration between online stores and CRM. Implementing this workflow eliminates the need to manually enter information into HubSpot every time a new customer is registered on Shopify.
■ Recommended for those who: - Operate an online store using Shopify - Manage customers in HubSpot and want to reduce data entry tasks - Are IT professionals who want to efficiently integrate customer information across multiple apps - Want to advance business automation while maintaining data consistency
■ Notes - Please integrate each of Shopify and HubSpot with Yoom. - Shopify is an app available only with the Team Plan or Success Plan. If you are using the Free Plan or Mini Plan, the flow bot operations and data connect settings will result in an error, please be careful. - Paid plans such as the Team Plan and Success Plan come with a 2-week free trial. You can use apps that are subject to restrictions during the free trial.
New orders are automatically reflected in Salesforce, reducing the effort of data entry and transcription errors, thereby achieving accurate information management.
When a new order is placed on Shopify, create an opportunity in Salesforce.
■Overview The "Create a deal in Salesforce when a new order is placed in Shopify" flow integrates your online store with CRM to streamline order management.
■Recommended for ・Business owners using Salesforce alongside Shopify for order management ・Sales representatives wasting time with manual order information entry ・Executives looking to automate business processes by leveraging Salesforce and Shopify integration ・IT professionals aiming for unified data management ・Marketing professionals looking to smoothly integrate customer information and order data
■Notes ・Please integrate Yoom with both Shopify and Salesforce. ・Shopify and Salesforce are apps available only with the Team Plan and Success Plan. Operations and data connections set up with a Flowbot in the Free Plan and Mini Plan will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be trialed for free for 2 weeks. During the free trial, you can use restricted apps.
■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.
■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 Using the "Register product information in Shopify based on Typeform responses" workflow reduces the burden of data entry. Because it shortens working time, it contributes to operational efficiency.
■Recommended for ・People who collect information from customers using Typeform ・Those who want to quickly register products in Shopify based on the collected information ・Those who want to eliminate manual product registration and improve operational efficiency ・Those who frequently add or update products in Shopify ・Those who use Typeform on a daily basis and want to leverage the collected data quickly
■Notes ・Please connect Yoom with both Typeform and Shopify. ・The Shopify app is available only on the Team plan and Success plan. On the Free plan and Mini plan, operations of Flowbot and Data Connect you have set 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.
■Summary The "Register customer information in Shopify based on Jotform content" workflow contributes to improved work efficiency. Because customer information can be registered simply by entering the form, work time is shortened and productivity is improved. However
■Recommended for ・Those who collect customer information using Jotform ・Those who want to streamline the task of registering customer information in Shopify ・Those who spend time manually entering customer information ・Businesses that want to centrally manage customer information ・Companies that operate online stores using Shopify ・Those who want to smoothly integrate data between different platforms
■Notes ・Please connect Yoom with both Jotform and Shopify. ・Shopify is an app available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, the configured Flowbot operations and Data Connect will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan include a two-week free trial. During the free trial you can use apps that are normally restricted. ・For how to configure Jotform Webhooks, please refer to the following. https://intercom.help/yoom/en/articles/8105581
■Overview Using the "Register customer information in Shopify based on form responses" workflow can reduce your workload. Since the work time can be shortened, you will have more time to focus on other tasks.
■Recommended for ・Those who operate an online store using Shopify ・Those who manually manage and register customer information and are seeking efficiency ・Those who want to quickly register customer information collected via forms into Shopify ・Those who want to reduce input errors in customer data and perform registration tasks quickly ・Those who regularly handle large amounts of customer information and want to achieve efficiency through automation ・Those who aim to accurately and quickly manage customer information and improve the quality of customer service
■Notes ・Please link Shopify 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.
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.
Notify Microsoft Teams when a new contact is created in 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?
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have previously gained experience in sales and sales administration within the human resources industry. Based on my past experience, I have realized that the challenges faced by various companies can be alleviated through "automation of operations." Through Yoom, I will continue to share information daily to help address your concerns as much as possible.
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