Connect HubSpot and Shopify

The HubSpot and Shopify integration bridges the gap between your e-commerce activities and marketing efforts.

Before you begin

• You must be a super admin or have App Marketplace permissions in your HubSpot account.
• You need at least Operations Hub Starter to create any custom field mappings.

Connect the app

• In your HubSpot account, click the Marketplace icon marketplace in the top navigation bar, then select Template Marketplace.
• Search for Shopify, and select it in the results.
• In the upper-right, click Install app. 
• Enter your Store's Shopify URL and click Install app. 
• If you are already logged into your Shopify account, the app will automatically connect. If not, in the pop-up box, enter your Shopify login credentials. 

Once your first store is connected, you can connect additional Shopify stores from the Shopify app page:

• In the top-right, click Actions > Connect another store.
• In the right panel, click Shopify. 
• Click Connect.
• Enter the store's Shopify URL, then click Connect to Shopify. 

Configure your sync settings

To turn on data sync:

• In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
• Click Shopify. 
• Click Set up your sync.
• On the Choose an object to sync page, click the object you want to sync between HubSpot and Shopify. You can sync the following objects:

HubSpot		Shopify
Contacts	⇔	Customers
Products	⇔	Products
Orders	←	Orders
Carts	←	Abandoned Checkouts

Once the sync is turned on, data will automatically sync between the two systems. After the initial sync is complete, records will sync within 10 minutes of a change. 

You can also customize your sync settings. Learn more about what fields map between HubSpot and Shopify. 

To turn off data sync:

• In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
• Click Shopify. 
• Click Actions on the object sync you want to turn off > Turn off sync.

This will prevent records from syncing between HubSpot and Shopify. Once the sync is turned off, you can click Edit sync settings to turn it on again. Or, click Delete sync to delete the sync.

View the cart and orders objects

Orders and abandoned checkouts synced from Shopify to HubSpot can be viewed in the respective orders and carts objects in HubSpot. To view the objects:

• In your HubSpot account, navigate to CRM > Contacts.
• In the upper left, click Contacts. 
• In the dropdown menu, select Carts for abandoned carts, or Orders for Shopify orders. This will being you to the object index page. 
• You can also access the orders and carts index pages with the following steps:
  • In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
  • Click Shopify. 
  • Click the Feature discovery tab. 
  • Click View your orders or View your carts.

To create custom cart and order object properties:

• In your HubSpot account, click the settings icon in the main navigation bar.
• Click Properties.
• Click the Select an object dropdown menu and select Cart properties or Order proeprties.
• Then, create your properties. 

When the Shopify integration is installed, you can also use the cart and orders objects to trigger workflows. You can also use the properties to segment contacts and companies, and create custom reports. 

View and edit the orders pipeline

Orders synced from Shopify to HubSpot will appear in the Orders pipeline. The pipeline has the following default stages: Open, Processed, Shipped, and Cancelled. To edit the deal stages:

• In your HubSpot account, navigate to CRM > Contacts.
• In the upper left, click Contacts. 
• In the dropdown menu, click Orders. 
• In the upper left, click the Order Pipeline dropdown menu > Edit pipelines. 

• To add a new stage:

  • Under the existing stages, click + Add stage.

  • Enter a deal stage name, then click the dropdown menu in the Status column and select a status. 

• To edit an existing stage name, click the state and enter a new label. 
• To delete a stage, hover over a stage and click Delete. 
• To view the internal name for a stage, hover over the stage and click the code icon. The internal name cannot be edited. 
• Once you're done editing, click Save in the bottom left. 

Once you've added a new stage in HubSpot, you must map it to a Shopify stage for deals to accurately sync:

• In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
• Click Shopify. 
• Click Order sync. 
• Click the Limit tab.
• Click the Shopify Order Status dropdown menu to select which stage to map to the HubSpot order stage.
  
  • If you do not see the updated stages, click Refresh pipelines.
• To unmap a stage, click Skip.
• Click the Review tab, then click Save and sync to update the pipeline mapping. 

Please note: orders cannot be moved from one stage to another in HubSpot. Orders are synced one-way from Shopify to HubSpot and cannot be edited in HubSpot. Shopify is the source of truth for tracking order statuses.