Connect HubSpot and Shopify (Data Sync)

The HubSpot and Shopify integration bridges the gap between your e-commerce activities and marketing efforts. Below, learn how to connect Shopify, analyze data, and set up an e-commerce dashboard. 

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.
• Add the HubSpot tracking code to your Shopify site.

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, navigate to Reporting & Data > Integrations.
• 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:

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, navigate to Reporting & Data > Integrations.
• 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.

Review duplicate and deletion rules

Each object syncing between HubSpot and Shopify has its own set of deduplication and deletion rules. Review the rules below:

Contacts 

• Data sync matches contact records by comparing the contacts’ email addresses. To reduce duplicate records from being created in either app, on the Limit screen, select the Only sync contacts with an email address checkbox. 
• When contacts that were created from Shopify are deleted in HubSpot, the corresponding customer records will not be deleted in Shopify.
• When customer records are deleted in Shopify, the corresponding contact records will not be deleted in HubSpot.

Products

• Data sync matches products based on the product name. To reduce duplicate records from being created in either app, on the Limit screen, select the Only sync products with a product name checkbox. 
• If products are deleted in Shopify, the corresponding product in HubSpot will be deleted. When a product is removed from a Shopify cart, the corresponding line item is removed from the order record in HubSpot.
• Shopify product variants cannot sync to HubSpot. 

Orders

• Each order is associated with a product and customer when synced from Shopify, and the corresponding order record in HubSpot will be associated with a cart and contact record. 
• A Shopify order with an associated customer that was not created with an email address will sync over to HubSpot as an order without an associated contact.
• Order sync does not automatically identify or merge duplicate records.When you turn on order sync, any records that meet your filter criteria will sync immediately. If you’ve already imported records into either app, they may sync again and create a new, duplicate record.

Carts

• Cart sync does not automatically identify or merge duplicate records.
• When you turn on cart sync, any records that meet your filter criteria will sync immediately. If you’ve already imported records into either app, they may sync again and create a new, duplicate record. 

 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, navigate to Reporting & Data > Integrations.
  • Click Shopify. 
  • Click the Feature discovery tab. 
  • Click View your orders or View your carts.

Please note: you must be a super admin to update and delete orders and 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 properties.
• 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, navigate to Reporting & Data > Integrations.
• 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. 

Create an e-commerce dashboard

E-commerce reports will be added to your HubSpot account after connecting your Shopify store. You can create a dashboard of these reports to track customer orders and engagement. 

To create an e-commerce dashboard:

• In your HubSpot account, navigate to Reporting & Data > Integrations.
• Click Shopify.
• Click the Feature Discovery tab.
• In the Create an Ecommerce dashboard card, click Go to dashboards. You will be redirected to the dashboards tool. 

• Click Ecommerce.

• In the right panel, review which reports are included in the dashboard and select those you want to remove.
• Click Next. 
• Enter a dashboard name and set the user access to this dashboard.
• Click Create dashboard.