Shopify HubSpot Integration: Sync Ecommerce and CRM Data (2025)

HubSpot’s CRM combined with Shopify creates a complete view of your customer relationships. This guide covers setup, use cases, and optimization strategies for the integration.

Shopify

integrates with

HubSpot

CRM 1

HubSpot 2025 Quick Stats

Related: Shopify Salesforce Integration: Sync Ecommerce and CRM Data (2025), find related content.

Sources: HubSpot Investor Relations, HubSpot annual reports.

Why Integrate Shopify with HubSpot?

Most Shopify stores face a common problem: customer data lives in silos.

HubSpot integration solves this by creating unified customer records that combine:

• Purchase history from Shopify
• Email engagement from HubSpot
• Support interactions
• Website behavior
• Sales team notes

Integration Options

Option 1: Official HubSpot Integration (Recommended)

HubSpot offers a native Shopify integration built and maintained by HubSpot.

Pros:

• Free to use
• Direct support from HubSpot
• Real-time sync
• Regularly updated

Cons:

• Some features require paid HubSpot plans
• Less customizable than third-party options

Option 2: Third-Party Connectors

Option 3: Custom API Integration

For unique requirements, use Shopify and HubSpot APIs directly.

// Example: Sync Shopify order to HubSpot deal
const syncOrderToDeal = async (order) => {
  const hubspotDeal = {
    properties: {
      dealname: `Order #${order.order_number}`,
      amount: order.total_price,
      dealstage: 'closedwon',
      closedate: new Date(order.created_at).getTime(),
      pipeline: 'default'
    },
    associations: [{
      to: { id: customerId },
      types: [{ associationCategory: 'HUBSPOT_DEFINED', associationTypeId: 3 }]
    }]
  };

  return await hubspotClient.crm.deals.basicApi.create(hubspotDeal);
};

Step-by-Step Setup (Official Integration)

Step 1: Install from Shopify App Store

1. Go to apps.shopify.com and search “HubSpot”
2. Click the official HubSpot app in the Shopify App Store
3. Click Add app and authorize permissions

Step 2: Connect HubSpot Account

1. Sign in to your HubSpot account (or create one free)
2. Select the HubSpot portal to connect
3. Authorize Shopify access to HubSpot

Step 3: Configure Sync Settings

In HubSpot’s integration settings:

Step 4: Map Custom Properties

Create HubSpot properties for Shopify data:

Contact Properties:

• Total Lifetime Value
• Order Count
• First Order Date
• Last Order Date
• Average Order Value

Deal Properties:

• Shopify Order Number
• Fulfillment Status
• Discount Codes Used

Step 5: Verify Data Sync

After setup:

1. Create a test order in Shopify
2. Check HubSpot for new contact and deal
3. Verify property values are correct
4. Test historical import completed

Key Use Cases

1. Abandoned Cart Recovery

Set up automated emails for cart abandonment:

Trigger: Shopify cart abandoned (no order within 1 hour)
├── Wait 1 hour
├── Send Email 1: "You left something behind"
├── Wait 24 hours
├── If no purchase: Send Email 2: "Still interested?"
├── Wait 48 hours
└── If no purchase: Send Email 3: "Last chance + 10% off"

HubSpot advantage: Include customer service history, past purchases, and support ticket status in personalization.

2. Customer Segmentation

Create smart lists based on purchase behavior:

3. Post-Purchase Automation

Trigger: Shopify order placed
├── Immediate: Update contact record with purchase data
├── Day 1: Order confirmation (Shopify handles)
├── Day 3: Request product review
├── Day 14: Cross-sell related products
├── Day 30: Satisfaction survey
└── Day 60: Replenishment reminder (if consumable)

4. Sales Team Enablement (B2B)

For wholesale or B2B Shopify stores:

• Sales reps see customer order history in HubSpot
• Deals created automatically from large orders
• Tasks triggered for high-value customer actions
• Quotes generated with Shopify pricing

Property Mapping Reference

Standard Mappings (Automatic)

Recommended Custom Mappings

Create these properties for better segmentation:

Contact Level:

shopify_total_spent (Currency)
shopify_order_count (Number)
shopify_first_order_date (Date)
shopify_last_order_date (Date)
shopify_average_order_value (Currency)
shopify_accepts_marketing (Boolean)
shopify_tags (Text)

Deal Level:

shopify_order_number (Text)
shopify_fulfillment_status (Dropdown)
shopify_payment_status (Dropdown)
shopify_discount_code (Text)
shopify_shipping_method (Text)

Workflows and Automation

Abandoned Cart Workflow

1. In HubSpot, go to Automation > Workflows
2. Create new workflow, trigger: “Cart abandoned”
3. Add delay: 1 hour
4. Add email action: abandoned cart template
5. Add if/then branch: check if order placed
6. Continue sequence or exit based on conversion

Customer Lifecycle Workflow

New Customer Journey:
Trigger: First order placed

Day 0: Welcome email + set lifecycle stage to "Customer"
Day 3: Product tips/how-to content
Day 7: Review request
Day 14: Related product recommendations
Day 30: Loyalty program invitation (if criteria met)

Win-Back Workflow

Trigger: Contact property "Days since last order" > 90
         AND "Lifetime value" > $200

Day 0: "We miss you" email
Day 7: Personalized product recommendations
Day 14: Exclusive offer (10-15% off)
Day 21: Final reminder with urgency
Day 28: Exit workflow (mark as churned if no action)

Reporting and Analytics

Essential Reports

Create these reports in HubSpot:

1. Customer Acquisition by Source

   • Group by original traffic source
   • Metric: Customer count, total revenue

2. Customer Lifetime Value Cohort

   • Group by first order month
   • Metric: Total revenue over time

3. Email Campaign Revenue Attribution

   • Group by email campaign
   • Metric: Orders and revenue influenced

4. Sales Pipeline from Ecommerce

   • Filter deals by source = Shopify
   • Track deal stages and close rates

Attribution Setup

For accurate revenue attribution:

1. Enable HubSpot tracking code on Shopify
2. Configure UTM parameters for campaigns
3. Set up revenue attribution reporting
4. Use HubSpot’s multi-touch attribution models

Common Issues and Solutions

Issue: Duplicate Contacts

Cause: Customer exists in both systems with slightly different data

Solution:

1. HubSpot deduplicates by email address
2. Run manual deduplication review monthly
3. Set up import rules to merge on email match

Issue: Missing Historical Orders

Cause: Integration only syncs data after connection

Solution:

1. Use historical sync option during setup
2. If missing, disconnect and reconnect with historical enabled
3. For very old data, use CSV import

Issue: Cart Abandonment Not Triggering

Cause: Timing or configuration issues

Solution:

1. Verify checkout tracking is enabled
2. Check workflow enrollment criteria
3. Ensure email addresses are captured at cart stage

HubSpot vs. Klaviyo for Shopify

Choose HubSpot if: You need sales team tools, B2B features, or a unified CRM platform.

Choose Klaviyo if: Ecommerce email/SMS is your primary focus and you want the deepest Shopify integration.

2025 Snapshot

Quick benchmarks for the HubSpot workflow. Use these as planning ranges, then validate against your own data.

Next Steps

After setting up Shopify-HubSpot integration:

1. Build your first workflow - Start with abandoned cart recovery
2. Create customer segments - VIP, at-risk, new customers
3. Set up reporting - Track email campaign revenue
4. Train your team - Ensure everyone uses the unified data

# List the 5 most recent orders (GraphQL)
curl -X POST "https://your-store.myshopify.com/admin/api/2025-01/graphql.json" \
  -H "X-Shopify-Access-Token: $SHOPIFY_ADMIN_TOKEN" \
  -H "Content-Type: application/json" \
  -d "{\"query\":\"{ orders(first: 5, sortKey: CREATED_AT, reverse: true) { edges { node { id name createdAt totalPriceSet { shopMoney { amount currencyCode } } customer { email } } } } }\"}"

Sources

• HubSpot on Shopify App Store
• Shopify: CRM guide
• Shopify: Customer retention guide