HubSpot Shopify Integration: The Only Guide You Need

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hubspot shopify integration

Embark on a journey to streamline your business processes with the ultimate guide to HubSpot Shopify integration. Uncover the power of seamless collaboration between two robust platforms, maximizing efficiency, and supercharging your e-commerce endeavors.

Let’s delve into the comprehensive insights and strategies to make the most out of this powerful integration.

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How do I Integrate And Sync My Accounts?

HubSpot Shopify Integration is a straightforward process. Follow these steps:

Step 1: Finding Shopify App

In your HubSpot portal, go to the HubSpot App Marketplace (located in the upper right corner).

Use the search bar to find the Shopify app.

hubspot shopify integration
Source: hubspot.com

Step 2: Establishing Connection

Click “Connect App” from your HubSpot portal while logged into your Shopify account.

Confirm the connection by checking your HubSpot integrations in the Settings menu.

Step 3: Integration

Navigate to Integrations on the left side to ensure “e-commerce” appears as a new item.

Source: hevodata.com

With these steps, your Shopify and HubSpot accounts will be successfully integrated, allowing for seamless data synchronization.

Data Synchronization Methods For HubSpot Shopify Integration

Once your integration is established, choose your preferred data synchronization method between HubSpot and Shopify. There are two options:

    • One-way sync (default setting): Shopify to HubSpot syncing for products, customers, and orders.
    • Two-way sync: Shopify to HubSpot syncing for products and orders, with specific customer updates reflected in both systems.

Synced Properties Between Shopify and HubSpot Products

    • Title
    • Body_HTML
    • Created at
    • Handle
    • Images
    • Product type
    • Published at
    • Published scope
    • Tags
    • Vendor
    • Price

Synced Properties Between Shopify and HubSpot Contacts

    • Accepts marketing
    • Created at
    • First name
    • Last name
    • Email
    • Phone
    • Note
    • Orders count
    • Tags
    • Tax exempt (checkbox)
    • Verified email (checkbox)
    • Street address
    • City
    • Country
    • State/Province
    • Zip code

Synced Properties for Shopify Orders or HubSpot Deals

    • Abandoned checkout URL
    • Buyer accepts marketing
    • Customer ID
    • Cancel reason
    • Cart token
    • Canceled at
    • Created at
    • Currency
    • Financial status
    • Fulfillment status
    • Landing site
    • Name
    • Note
    • Order number
    • Processing method
    • Referring site
    • Source name
    • Subtotal price
    • Taxes included
    • Token
    • Total discounts
    • Total line items price
    • Total price
    • Total tax
    • Total weight

Why Choose HubSpot Shopify Integration?

Choosing HubSpot Shopify Integration can be a strategic move for your e-commerce business, offering a range of benefits to enhance efficiency and customer engagement. Here’s why opting for this integration makes sense:

1. Unified Customer Data

Integrate HubSpot with Shopify to centralize customer data, providing a comprehensive view of interactions, orders, and preferences. This unified data enables personalized marketing and improved customer experiences.

2. Advanced Marketing Automation

 Leverage HubSpot’s powerful marketing automation tools to create targeted campaigns, automate email workflows, and engage customers based on their behavior on the Shopify platform.

3. Personalization Opportunities

 Combine Shopify’s transactional data with HubSpot’s customer insights to deliver personalized content, recommendations, and promotions, fostering stronger connections with your audience.

4. Streamlined Lead Management

 Capture leads directly from your Shopify store and seamlessly transfer them to HubSpot for effective lead nurturing. Benefit from integrated forms and analytics to optimize your lead generation strategy.

5. Efficient Order and Inventory Management

Sync orders and inventory data between Shopify and HubSpot, ensuring real-time updates and accurate information. Moreover, this integration streamlines operations and reduces the risk of errors.

6. Holistic Reporting and Analytics

 Consolidate data from both platforms for comprehensive analytics. Gain insights into customer behavior, campaign performance, and other key metrics, facilitating data-driven decision-making.

7. Enhanced Communication Channels

 Keep communication consistent by syncing customer interactions and communications between HubSpot and Shopify. This ensures a unified approach to customer engagement across platforms.

8. Time and Resource Savings

Automate repetitive tasks such as data entry and order updates, saving time and resources. This efficiency allows your team to focus on strategic initiatives and business growth.

9. Adaptability and Scalability

Whether you’re a small business or a growing enterprise, HubSpot Shopify Integration is adaptable to your needs. Scale your operations seamlessly and adjust configurations as your business evolves.

What happens after HubSpot Shopify integration and sync?

After the successful integration and synchronization of Shopify and HubSpot, the synced data is organized into three main categories: Products, Customers, and Orders.

Orders from your Shopify store are represented as “deals” in HubSpot. To access your orders, navigate to Sales and then Deals in the top navigation of HubSpot, where you’ll find your Sales Pipeline. Here, you can view and manage new orders.

It’s important to note that if an order is deleted in Shopify, the corresponding deal will also be deleted in HubSpot. This seamless process allows for efficient tracking and management of your e-commerce data.

Pro Tip: Request the customer’s email address before completing the checkout to follow up on abandoned carts and orders effectively.

Automation Workflows For HubSpot Shopify Integration

The HubSpot Shopify integration offers three pre-built automation workflows that can be tailored to suit your business needs. These workflows cover:

    • Post-Purchase Engagement: After a customer’s initial purchase, you can utilize this workflow to send welcome emails, provide onboarding information, and offer other valuable details to help new customers get started.
    • Cart Abandonment Recovery: In the event of a customer abandoning their cart, this workflow enables you to send email reminders, encouraging them to return and complete their purchase. Alternatively, you can provide additional information to aid them in the decision-making process.
    • Customer Reengagement: If a customer has not purchased in three months, you can reengage them through this workflow, encouraging them to consider a future purchase.

Continuously monitoring and analyzing your data with HubSpot ensures accuracy and allows you to identify reporting trends, ultimately maximizing your selling potential.

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hubspot shopify integration

Key Features

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    • Customizable Branded Returns Portal: Built-in portal with full customization options, offering a branded experience for customers.
    • Customer Self-Service Options: Empowers customers to choose from returns, exchanges, refunds, or order modification options independently.
    • Easy Return Shipping Label Download: Simplifies the process for customers to download return shipping labels with a single click.
    • Multi-Platform Support: Provides an automated returns portal for Shopify, Magento, and Woo-commerce stores.
    • Anti-Refund Strategies with AI: Implements AI algorithms to reduce refund ratios by offering attractive offers or discounts based on customers’ return requests.

Conclusion

In conclusion, the HubSpot Shopify integration stands as a powerful alliance, propelling e-commerce endeavors to new heights. This comprehensive guide has equipped you with the knowledge to seamlessly connect these platforms, harnessing the benefits of streamlined processes and enhanced efficiency. Dive into the integration, unlock its potential, and elevate your online business to unprecedented success.

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