Tips and Tricks for a Successful HubSpot and Shopify Integration

Shopify and HubSpot are a match made in e-commerce heaven.

With a HubSpot and Shopify integration, you can centralize your e-commerce data and automate marketing campaigns all in the HubSpot CRM. Additionally, integrating Shopify with HubSpot is easy and allows online businesses to understand their data better and see where performance is lacking. 

This guide will discuss how to integrate your Shopify e-commerce store with HubSpot, what features you’ll gain access to, and tips for a successful HubSpot and Shopify integration. 

Does Shopify Integrate with HubSpot?

HubSpot brings inbound marketing to e-commerce by integrating seamlessly with all of your existing Shopify stores. 

Once synced, you’ll be able to view the following data shared across both platforms:

This information will be available to HubSpot users in their Deals Pipeline, Product Library, and Customer Contacts. 

In addition, HubSpot will offer e-commerce users default reports to analyze e-commerce data, including:

• Abandoned cart recovery summary
• Order snapshot
• New sales processed summary
• Sales processed monthly vs. goals
• Lifetime order value by source
• Monthly new customers
• Average order value by source

With that in mind, let’s discuss a few features you’ll gain access to with the HubSpot Shopify integration. 

HubSpot and Shopify Integration Features

HubSpot provides superior product and campaign monitoring tools to help you take your online marketing strategy to the next level. In addition, HubSpot offers automation tools and access to different marketing strategies, including email marketing. 

Overall, a HubSpot Shopify integration gives you access to several amazing features, including:

• Automated email nurturing campaigns for abandoned shopping cart purchases
• Segmenting customers based on various factors, including recency, frequency, and monetary value (RFM)
• Re-engagement ads for specific product engagement
• Analyzing Shopify customers from a single-view platform
• Upgraded tracking using HubSpot’s out-of-the-box reporting tools
• Syncing products into your Deals Pipeline
• Building workflows to automate customer interactions, such as sending welcome emails or building abandoned cart email nurtures
• Tracking ROI using native HubSpot metrics, including conversion ratio and other KPIs

With these benefits in mind, let’s walk through how to easily sync your Shopify store with HubSpot. 

How to Integrate HubSpot and Shopify

Connect Your Shopify Store to HubSpot

Marketplace > Apps > search bar Shopify integration > Install > input Shopify URL > Connect to Shopify > Log Into Shopify 

Notes and Limitations

• HubSpot automatically adds the tracking code to Shopify pages
• You can add multiple Shopify stores
• Email addresses changed in Shopify will not automatically sync to HubSpot
• Integrating with Shopify could greatly expand your contacts, resulting in a higher charge on your HubSpot account
• Phone numbers from Shopify may not sync properly
• Orders on Shopify may not properly sync if the customer uses a different email (HubSpot will create a new contact)
• Discount codes do not sync from Shopify to HubSpot

Enable Two-Way Sync 

Marketplace > Apps > Shopify > Contacts > Sync limited HubSpot updates to Shopify > Log Into Shopify

Synced Data

Tips for Leveraging Your HubSpot/Shopify Integration

1. Onboard new customers who make a purchase with a welcome email. We provide plenty of tips to automate emails with workflows, such as automating sequence enrollments to send out emails for a drip campaign. 
2. Create Workflows that sync new contacts to a lifecycle stage. You can easily set new contacts from Shopify to whichever custom lifecycle stage you choose. 
3. Request an email before checkout to nurture abandoned cart purchases. This allows you to re-engage with customers who are very willing to make a purchase with your brand. To create an abandoned cart email, follow these steps:
   • Create a new email template > + Add (top of layout inspector) > Vast Email Cart Summary > drag this to the location you want your email to be displayed > Publish Changes > Use your email template to send automated emails
4. Re-engage dead contacts with an email after 3-6 months. Segment a list of users who have not engaged with your business in a few months and enroll them in a sequence to entice them to purchase with your brand. Best of all, if contacts engage with your email or unsubscribe from your emails, they will be automatically unenrolled from that sequence. 
5. Create targeted ads for specific ads based on engagement data furnished by both platforms. Use data from Shopify and HubSpot to create a buyer’s persona that appeals to specific customer segments. Then use HubSpot’s landing page builder to create a separate page to track transactions, clicks, and conversions. Most importantly, be sure to integrate your ad platforms into HubSpot for a singular view of your ad campaign performance. 

Integrating HubSpot and Shopify is incredibly easy and helps your sales and marketing teams work together for better campaign success. By following these tips, you can get the most out of your HubSpot and Shopify integration and take marketing/advertising campaigns to the next level. 

To learn more about HubSpot, get training in HubSpot, or integrate other platforms like Salesforce, be sure to schedule a consultation with our team at Coastal Consulting. 

We’re a certified HubSpot partner with a team of experts trained in HubSpot auditing and integrations. We are committed to helping you and your team master your CRM.