An automated workflow using integromat
Connects Shopify + HubSpot
Create/Update a contact from Shopify in HubSpot CRM
About this workflow template
This automation scenario allows you to connect Shopify and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Shopify and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Shopify
Watch Customers in Shopify
Triggers when a new customer is added.
Then this action happens in HubSpot
Create/Update a Contact (Legacy) in HubSpot
Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create/Update a contact from Shopify in HubSpot CRM.
Part I
Configure Applications
First, we need to connect Shopify and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Shopify to Make.com.
Give Make.com access to your Shopify account, using Shopify credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Shopify
Choose the following trigger: Watch Customers (Triggers when a new customer is added.).
Then set up an Action for HubSpot
Choose this action: Create/Update a Contact (Legacy) (Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Shopify and HubSpot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create/Update a contact from Shopify in HubSpot CRM!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateioNew deal
Triggers when new deal is available.
triggerbyzapierNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create customer
Creates a new customer.
actionbyzapierintegratelyCreate order
Creates a new order (with line item support).
actionbyzapierCreate product
Creates a new product.
actionbyzapierUpdate customer
Updates an existing customer. Replaces only data that is set.
actionbyzapierCreate blog entry
Creates a new blog post.
actionbyzapierCreate a customer
Creates a customer.
actionbyintegromat
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
