■Overview
This is a flow to add a purchaser to HubSpot's contacts when an order is placed on Shopify.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who operate an e-commerce site on Shopify and manage customers or conduct marketing on HubSpot
・Those who want to improve work efficiency by automating the process of adding contacts to HubSpot, eliminating the need for manual entry
2. Those who want to conduct effective email marketing to purchasers
・Those who aim to enhance customer engagement and increase repeat purchase rates
■Benefits of using this template
Shopify is a useful tool for operating an online store, but manually adding customer information to HubSpot when an order is placed can be time-consuming and inefficient.
By utilizing this template, you can automatically add contacts to HubSpot when an order is placed on Shopify, thereby improving work efficiency.
Additionally, automation eliminates the need for manual entry, reducing human errors such as input mistakes.
■Notes
・Please integrate both Shopify and HubSpot 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.
・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.


When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a custom object record is created or updated
When an order is created or updated
When an order is created
When a ticket is created
When a ticket is created or updated
When a Service is created
When a Service is created or updated
Create Contact
Retrieve Contact
Get Latest Contact IDs
Update Contact
Search Contact (Keyword Search)
Create Company
Retrieve Company Information
Retrieve Latest Company ID
Update Company
Search Company (Keyword Search)
Create Deal
Get Deal Details
Retrieve Latest Deal ID
Update Deal
Search Deals (Keyword)
Get Contact Custom Properties
Retrieve Company Custom Properties
Get Deal Custom Properties
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a custom object record is created or updated
When an order is created or updated
When an order is created
When a ticket is created
When a ticket is created or updated
When a Service is created
When a Service is created or updated
When a Task is created
When a note is added to a deal
Create Contact
Retrieve Contact
Get Latest Contact IDs
Update Contact
Search Contact (Keyword Search)
Create Company
Retrieve Company Information
Retrieve Latest Company ID
Update Company
Search Company (Keyword Search)
Create Deal
Get Deal Details
Retrieve Latest Deal ID
Update Deal
Search Deals (Keyword)
Get Contact Custom Properties
Retrieve Company Custom Properties
Get Deal Custom Properties
Get List of Contact IDs
Get List of Company IDs
Search Deals (Filter Search)
Update Contact Custom Property
Update Company Custom Properties
Update Deal Custom Properties
Create Ticket
Submit Information to Form
Update Ticket
Associate Records
Add Note to Contact
Get Public URL of File
Get Custom Object Records
Create Custom Object Record
Update Custom Object Record
Search Custom Object Records
Retrieve Product
Create Product
Update Product
Search Products (Keyword Search)
Update Ticket Custom Property
Add Note to Company
Add Note to Deal
Add Note to Ticket
Add Meeting to Company
Search multiple contacts (filter criteria)
Get Ticket Details
Add Product Item to Deal
Search Products (Filter Search)
Get Owner (Representative) Information
Get List of Owners (Assignees)
Search Multiple Companies (Filter Conditions)
Add a Note to a Custom Object Record
Retrieve Company IDs Associated with a Specific Contact
Retrieve the Custom Object Record ID Associated with a Specific Deal
Create user
Retrieve Service Custom Properties
Create Meeting Log
Get ticket custom properties
Get quote
Update quote
Create task
Delete quote
Search quotes
Create form
Create Call Log
List tax rates
Search deals (filter)
Search fees (filter)
Search discounts (filter)
Search quote templates (filter)
Add signer to quote
Create Quote
Get line items for a deal
Get line item details
List tasks
Get task
Check object associations
Get user details
Search users (keyword)
Search users (filter)
Get subscription definitions
When an order is created
When order information is updated (Webhook)
When an order is shipped (Webhook)
When an order is paid (Webhook)
When an order is deleted (Webhook)
When Product Information is Created (Webhook)
When Product Information is Updated (Webhook)
When Product Information is Deleted (Webhook)
When Order Information is Created (Webhook)
When Customer Information is Created (Webhook)
When Customer Information is Updated (Webhook)
When Inventory Item Information is Created (Webhook)
When Inventory Item Information is Updated (Webhook)
When Inventory Level is Updated (Webhook)
When Product Information is Created/Updated (Webhook)
Search products
Get inventory quantities
Get inventory locations
Update inventory quantity
Add product
Search Orders
Get Order
Get Product Variant
Get Customer
Create Customer
Update Customer
Delete Customer
Create Custom Collection
Create or Update Metafield Value
Update Product
Update order information
Search customers
Create order
Download product image
Get product
List orders (date range)
Add product variant
Get fulfillment orders
Create fulfillment
Update fulfillment
Create order (specify line items as a list)
Update product tags
Get customer metafields
Create fulfillment (product)
Create blog article
Update blog article