Shopify and HubSpot Integration: Unlocking Success and Synergy

In this article, we will delve into the Shopify and HubSpot integration. The integration between Shopify and HubSpot offers a robust solution that combines both platforms’ strengths, empowering business owners to thrive in the digital landscape.

What Is HubSpot?

HubSpot is a comprehensive CRM platform that offers a wide range of software, integrations, and resources to connect and streamline various business aspects. It combines marketing, sales, content management, and customer service into a unified platform. 

Shopify and HubSpot integration

Shopify and HubSpot integration offers a powerful solution for business owners combining inbound marketing strategies with effective e-commerce tactics. 

Why Shopify integrates with HubSpot

Shopify HubSpot integration provides business owners with comprehensive tools and capabilities to enhance business growth. Here are some key reasons why Shopify chooses to integrate with HubSpot:

Sync and Segment Contacts

The synchronization transforms your store data into valuable sales and marketing insights within HubSpot, creating a unified view of your customers across teams. With this data, you leverage HubSpot’s “smart lists” and reporting tools to gain more profound and meaningful insights into your audience. 

The integration lets you access valuable customer information, such as email addresses, first order dates, total revenue from recent orders, lifetime revenue, and specific product preferences. 

You can also segment users based on various criteria, including purchasing behavior, preferred deals, customer lifetime value, etc. These highly targeted lists can personalize emails, create ads, and execute customized workflows. 

Automate marketing campaigns

A key advantage of integrating Shopify with HubSpot is marketing automation. HubSpot’s software allows for nurturing leads, sending targeted emails, and automating cart abandonment recovery. 

These automated workflows enable you to provide customers with timely and relevant messages, improving their experience and boosting conversions

Personalize and Automate

One valuable feature is the automated tracking of abandoned carts, which allows you to remind customers of their purchase intention and increase conversions while saving time and effort.

HubSpot-Shopify integration enables you to create unlimited triggered emails based on predetermined events enriched with your collected customer information. You can set up various automated emails, such as welcome emails for new account sign-ups, follow-up emails after a purchase, or even product review requests for satisfied customers.

Collect Data and Report

The integration of HubSpot and Shopify offers powerful data collection and reporting capabilities, empowering you to make informed decisions and drive the success of your eCommerce business. 

With this integration, you can access a range of out-of-the-box reports that provide valuable insights into your sales performance, such as sales process compared to your goals and abandoned cart recovery rates. 

Additionally, the integration allows you to gather essential data on purchase frequency and average ticket value. This information helps you identify your most valuable customers and tailor your marketing and sales efforts to maximize their satisfaction and loyalty.

How to Integrate HubSpot with Shopify

Here’s a step-by-step guide on how to integrate HubSpot with Shopify: 

Connect your Shopify stores to HubSpot: 

To connect your Shopify stores to HubSpot, follow these step-by-step instructions.

1. Log into your HubSpot account and click the “Marketplace” icon in the main navigation bar. Then select “App Marketplace.”
2. Use the search bar in the App Marketplace to find and select the Shopify integration.
3. On the Shopify integration page, click “Install app” in the upper right corner.
4. In the dialog box that appears, enter the URL of your Shopify store and click “Connect to Shopify.”
5. A pop-up window will appear asking for your Shopify credentials. Enter your login information and click “Log in.”
6. After successfully logging in, you will redirect back to HubSpot. A dialog box will confirm that your Shopify store has connected, and HubSpot’s tracking code will be automatically added to all your Shopify store pages. To proceed, click “Go to ecommerce settings.”
7. You return to the Shopify integration page if you have additional stores to connect. Click on the name of the connected store in the top left corner and select “+ Connect another store.” You switch between connected stores using the store name dropdown menu.

Customize your sync settings: 

To customize your sync settings between HubSpot and Shopify, follow these steps:

1. Log into your HubSpot account and click the “Marketplace” icon in the main navigation bar. Then, select “Connected apps.”
2. Locate and click on the “Shopify” integration.
3. Once in the Shopify integration settings, navigate to the “Contacts” tab.
4. You are finding various options for customizing your sync settings in the “Contact sync rules” section, 
5. To enable two-way sync, select the checkbox that says “Sync limited HubSpot updates to Shopify (required Shopify login).”

Edit field mappings:

To edit field mappings between HubSpot and Shopify, follow these steps:

1. Log into your HubSpot account.
2. Click the “Settings” icon located in the main navigation bar.
3. Navigate to “Integrations” > “Connected apps” in the left panel,  then click on “Shopify.”
4. Select the Contacts, Deals, or Products tab to explore more details about the object.
5. Find information regarding the synchronization rules between Shopify and HubSpot objects in the chosen object’s sync rules section.
6. View and edit field mappings between HubSpot properties and Shopify fields by clicking “[object] field mappings.”
7. Add a new field mapping by clicking “Add new mapping.”
8. Select the desired HubSpot property and the corresponding Shopify field from the dropdown menus.
9. Click “Save” to confirm and store the new field mapping.
10. To modify an existing field mapping, click “Actions”,  then select “Edit.”
11. Click “Actions” next to the mapping to remove a field mapping, and then choose “Delete.”

• Connect your Shopify stores to HubSpot
• Customize your sync settings
• Edit field mappings

Limitations of using HubSpot for the Shopify app

The HubSpot for Shopify app offers excellent integration capabilities but still has limitations. Here are a few limitations to be aware of:

• Disconnect data about customers: For instance, inaccuracies might arise in syncing phone numbers. The integration fetches phone numbers solely from Shopify’s customer overview page and does not consider the phone numbers listed in the default address section.
• Failure to link Shopify orders: HubSpot Shopify Integration fails to link a Shopify order with an existing account, primarily if the customer uses a different email address. This can result in HubSpot generating a new contact instead of associating the order with the existing contact.
• Challenges with product variants: The connection between HubSpot and Shopify does not transfer information about product variants making specific details not synced.
• Modifications and resets: This action affects the operation and data synchronization process.
• Contact count and pricing: When a customer signs up for a new account, the number of contacts in their HubSpot list determines their pricing. This can be challenging, particularly for more giant corporations with substantial contacts.

What happens after Shopify and HubSpot integration and sync?

5 things happen after Shopify and HubSpot integration and sync.

• Data synchronization: The integration ensures that data from your Shopify store is seamlessly synced with HubSpot. As new data generates in Shopify, it is automatically transferred to HubSpot, keeping both platforms current.
• Data tracking and analysis: The integrated data will give you valuable insights into your e-commerce operations.
• Data segmentation: The synced data segments into three main categories: Products, Customers, and Orders. It helps you to categorize and analyze the information based on specific criteria or attributes.
• Sales pipeline management: Orders originating from your Shopify store are represented as “deals” in HubSpot. To access these orders, proceed to the Sales section and select “Deals” from the top navigation menu within HubSpot.
• Order deletion synchronization: If an order deletes in Shopify, the corresponding deal will be deleted in HubSpot, ensuring the data remains consistent and up-to-date across both platforms.

Shopify HubSpot Integration: Success Stories 

Steel and Pipes- Shopify & P21 Extension

Before integrating Shopify and P21 ERP, Steel, and Pipes, a steel market provider in Puerto Rico and the Caribbean, faced manual data entry and assessment challenges. Their extensive product database made it difficult to customize products based on business demands and customer requests, resulting in a complicated customer shopping experience.

However, with Shopify and HubSpot integration, Steel and Pipes successfully integrated their ERP system and Shopify online storefront. This integration streamlined the workflow of product data, inventory management, order processing, and order fulfillment. 

Steel and Pipes could customize their product data and present their offerings without the hassle of scattered backend data. The integration brought innovation and positioned Steel and Pipes on a higher pedestal in their industry.

Hi-Tech Fasteners (HTF)- P21 and HubSpot Integrations

Hi-Tech Fasteners (HTF) is an ISO-certified distributor of electronic hardware, fasteners, and components serving customers worldwide. With a reputation for stocking a diverse inventory of standard and non-standard items, HTF experienced rapid business growth. They sought to eliminate manual data entry and integrate their marketing automation tool to keep up with this growth.

Integrations Shopify and HubSpot provided HTF with a comprehensive solution, enabling bidirectional synchronization of customer data. The integration eliminated data inconsistency and significantly reduced the time spent on manual data entry. All customer data is consolidated in one place, empowering HTF to gain deeper insights into their customers and drive increased profitability.

5 Tips for a Successful Shopify HubSpot Integration

To ensure successful integration between Shopify and HubSpot, consider the following tips:

Set Clear Goals

Business owners should clearly define their objectives and expectations for the integration, such as improving lead generation, increasing sales, or enhancing customer engagement. Having clear goals will guide their integration strategy and help them measure success.

Ensure Data Accuracy

The data in both Shopify and HubSpot is accurate, consistent, and up-to-date. Regularly auditing and cleaning it will avoid any discrepancies or duplicate entries. This ensures that you have a reliable foundation for data-driven decision-making.

Use Tags and Segments

You can leverage the power of tags and segments to organize and categorize your contacts and customers. Tags allow you to label and group contacts based on specific characteristics or behaviors. 

On the other hand, segments provide you with the functionality to create targeted marketing campaigns.

Leverage HubSpot Workflows

HubSpot’s workflows are powerful automation tools that can streamline your marketing and sales processes. Merchants use workflows to automate tasks, nurture leads, and trigger personalized actions based on customer behavior. 

Moreover, they can also create workflows that align with their business goals and customer journey to enhance efficiency and engagement.

Monitor Performance

You can utilize the reporting and analytics features provided by Shopify and HubSpot to track crucial metrics, including conversion rates, customer engagement, and revenue. Regular reviews of these insights will help you pinpoint areas for improvement. Making data-driven decisions based on these reviews will optimize your integration efforts.

Seek Support

If you encounter challenges or need guidance during the integration process, don’t hesitate to seek support from Shopify, HubSpot, or experienced integration professionals. They can provide valuable insights, best practices, and technical assistance to ensure a smooth and successful integration.

Shopify and Hubspot: FAQs

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• Shopify and Klaviyo Integration: Our Ultimate Guide

In Conclusion 

This article highlights how the Shopify and HubSpot integration can enhance e-commerce operations, improve customer engagement, and drive business growth.