Shopify HubSpot Integration Setup: Step-by-Step Checklist (2025)

Shopify + HubSpot implementation checklist (2025)

This section adds practical “make it stable” steps you can use after you install the app/connector. It’s intentionally lightweight: the goal is fewer sync surprises, cleaner reporting, and easier troubleshooting.

1) Quick setup checklist

• Permissions first: grant only the scopes you need (orders/customers/products as required) and document who owns the admin credentials.
• Data mapping: confirm how email, phone, currency, and SKU are mapped between Shopify and HubSpot.
• Historical import: decide how far back to import orders/customers (avoid importing years of data if you don’t need it).
• Deduplication rules: pick one unique identifier per object (usually email for customers, order ID for orders) to prevent doubles.
• Alerts: set a lightweight alert path (email/Slack) for failed syncs, auth expiry, and API rate limits.

2) Data you should verify after connecting

Most integration issues show up in the first hour if you test the right things. Use the table below as a QA checklist (create a test order if needed).

3) Automation ideas for CRM

• Lead capture: new customer/signup → create/update contact in HubSpot with consent fields.
• Lifecycle stages: first purchase → move contact to customer stage and start onboarding tasks in HubSpot.
• Support handoff: high-value order → create a task/notification so reps can follow up in HubSpot.
• Deal signals: repeat purchase or high cart value → trigger sales outreach for B2B accounts.
• Dedupe rules: standardize email/phone formatting to prevent duplicate records across systems.

API sanity check (Shopify Admin API)

If your integration UI says “connected” but data isn’t flowing, a quick API call helps confirm whether the store is accessible and returning the objects you expect.

# 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 } } } } }\"}"

Tip: keep tokens/keys in environment variables, and test in a staging store/site before rolling changes to production.

4) KPIs to monitor (so you catch problems early)

• Sync freshness: how long it takes for a new order/customer event to appear in HubSpot.
• Error rate: failed syncs per day (and which object types fail most).
• Duplicates: number of merged/duplicate contacts or orders created by mapping mistakes.
• Revenue parity: weekly spot-check that Shopify totals match downstream reporting (especially after refunds).
• Attribution sanity: confirm that key events (purchase, refund, subscription) are tracked consistently.

5) A simple 30-day optimization plan

1. Week 1: connect + map fields, then validate with 5–10 real orders/customers.
2. Week 2: enable 1–2 automations and measure baseline KPIs (conversion, AOV, repeat rate).
3. Week 3: tighten segmentation/rules (exclude recent buyers, add VIP thresholds, handle edge cases).
4. Week 4: document the setup, create an “owner” checklist, and set a recurring monthly audit.

Related integration guides

CRM and support integrations: Shopify HubSpot Integration: Sync Ecommerce and CRM Data (2025), Shopify Gorgias Integration: Customer Support Helpdesk Guide (2025), Shopify Freshdesk Integration: Helpdesk Setup Guide (2025).