Hubspot and Shopify are two of the best business tools on the market today.
HubSpot is an inbound marketing software that provides a suite of content planning, social media management, and email marketing capabilities to businesses.
This feature allows Shopify merchants to connect their Salesforce customer relationship management (CRM) system with other platforms such as Google Analytics in order to better understand and target specific demographics for conversion optimization.
The Shopify platform is an e-commerce solution that has assisted thousands of companies in selling items online by streamlining the whole process.
This post aims to give you a step-by-step approach to integrating your Hubspot and Shopify data in no time! You can easily set up a HubSpot Shopify Integration to analyze your Shopify data and design customer-attracting and generating tactics that will take your business to new heights after going through the information in its entirety.
Table of Contents
- 1 HubSpot and Shopify Integration in Easy Steps
- 2 Prerequisites for Hubspot and Shopify Integration
- 3 How to Set up HubSpot and Shopify Integration?
- 4 Advantages of HubSpot and Shopify Integration
- 4.1 #1: Uncover customer buying patterns then segment your customers
- 4.2 #2: Automate marketing campaigns
- 4.3 #3: Track revenue using direct attribution reporting
- 4.4 #4: Using HubSpot to Analyze your Shopify Data
- 4.5 #5: Creating ECommerce Dashboards in HubSpot
- 4.6 #6: Categorizing Contacts based on Shopify Products
- 5 Conclusion
HubSpot and Shopify Integration in Easy Steps
Scaling an e-commerce firm to compete with giants like Amazon requires a complete picture of not just your sales, but also your consumers. With the HubSpot and Shopify Integration, you’ll be able to get important insights into how to approach and convert leads into customers by combining inbound marketing with a variety of e-commerce tactics.
What is HubSpot?
HubSpot is one of the most popular multichannel software that allows businesses to attract clients, turn them into leads, and provide a wide range of services. You may now optimize and automate your content using HubSpot.
You can produce and manage engaging information in the form of blogs, emails, articles, web pages, and more with HubSpot in place.
HubSpot’s marketing tools, such as HubSpot Marketing, Sales, Service Hubs, CRM, and more are excellent. Users can purchase them separately or as part of a bundle.
Users can utilize buying solutions as bundles to access their marketing, sales, and support capabilities in full. You may improve targeting visitors by customizing website content to their preferences using its easy-to-use elements such as drag and drop tiles.
For further information regarding HubSpot, go to the official website here.
What is Shopify?
Shopify is an e-commerce platform that enables firms and customers to sell their items/services on the internet.
With the aid of the Point of Sale (POS) system, you may set up an online store and sell your items using Shopify. Secure payment methods, marketing tools, and shipping options are all available to Shopify customers to assist them to get started.
Shopify’s user-friendly interface allows you to track and analyze various customer trends and numbers, providing important insights into your customers.
Products or services you can sell on Shopify
- Physical Products: You may ship the items you’ve produced yourself through Shopify and have them delivered to your customer’s doorstep. These can include anything from printed mugs/t-shirts to jewelry, presents, and more.
- Digital Products: E-books, audio, course materials, and other digital products are examples of Digital Products.
- Services and Consultation: Shopify is a complete e-commerce solution that can handle everything from design to shipping and clients. It’s also excellent for services like Life consultation, home-cooked meals, event planning, and anything else.
- Memberships: Customers can also buy various memberships, including gym memberships, yoga-class memberships, event memberships, and so on.
- Experiences: Campsite booking, vacation rentals, and escorted tours are popular. Group excursions can also feature a picnic or barbeque on the beach or in-depth wine trips. Adventure sports such as mountaineering, trekking to remote areas, wine sampling, events, and hands-on workshops are other examples of event-based experiences.
- Rentals: Shopify can be used to develop advertisements and interact with customers if you run rental services like apartment rentals, taxi reservations, or gadgets.
- Classes: This is the place to promote online courses and fitness sessions.
For more information on Shopify, go to the official website here.
Prerequisites for Hubspot and Shopify Integration
- Requires thorough working knowledge of HubSpot.
- A competent knowledge of Shopify is required.
- You must have a Shopify account.
- You must have a HubSpot account in order to use this tool.
How to Set up HubSpot and Shopify Integration?
Users may connect their Shopify shops via the official Shopify for HubSpot app. Users with a basic HubSpot and Shopify subscription plan, even those who don’t have the most up-to-date versions of either program, can use this app to access all features of integration.
You can implement this method using the following steps:
- Step 1: Installing the Shopify App for HubSpot
- Step 2: Connecting your Shopify Store to HubSpot
- Step 3: Configuring HubSpot and Shopify Data Sync
Step 1: Installing the Shopify App for HubSpot
To install the Shopify app for HubSpot, go to the official website of HubSpot and log in using your credentials such as username and password.
After you’ve logged in, go to the app marketplace by clicking on the market option in the main navigation bar and then on the Hubspot app marketplace. The following image shows how your page should appear:
To access the Shopify app, search for “Shopify” in the HubSpot Marketplace. Select the e-commerce option from the dropdown list to enter the e-commerce section of your account or use the search bar at the top of your screen to do so. To install it for your HubSpot account, click on connect app.
Step 2: Connecting your Shopify Store to HubSpot
Once you’ve chosen the connect app option, a new dialogue box will appear on your screen, where you must supply the URL for your Shopify business. In the field below, type the URL for your store and press the connect to Shopify button.
A new pop-up will appear on your screen, and you must log in to Shopify using your credentials such as username and password, allowing HubSpot to access your Shopify data quickly.
Once you’ve logged in, your HubSpot dashboard will appear on your screen, informing you that your Shopify store has been attached. You’ll be able to discover your HubSpot tracking code in all of your Shopify stores with the HubSpot and Shopify Integration. From the HubSpot e-commerce settings page, you may keep track of the Shopify data imports’ progress.
Users can link their HubSpot account with Shopify to integrate multiple stores, allowing them to access and analyze data from all of their Shopify shops at the same time. To do so, go to the Shopify integrations page and choose “+Connect another store” from the top right corner of your page. Now you must provide the URL for your business and link it in a way that is similar to your first one.
Step 3: Configuring HubSpot and Shopify Data Sync
Users may customize the data transfer between Shopify and HubSpot to meet their organizational demands. To do so, go to the HubSpot Marketplace and select manage apps from the top right corner of your screen.
HubSpot and Shopify, allow users to sync data between them in two ways:
- One-Way Sync: This approach only works in one direction, from Shopify to HubSpot. The default mode is a one-way sync, which is automatically enabled.
- Two-Way Sync: Connect your Shopify account to HubSpot to ensure that all of your data is up-to-date. You can also use the Shopify sync tool to connect HubSpot and Shopify together. The two-way data synchronization allows data transfer between both HubSpot and Shopify, as well as from Shopify to HubSpot and back again.
You’ll be able to sync customer information like the first name, last name, address, phone, and email as well as product and order data with the Two-Way sync ON.
The Shopify for HubSpot app helps you to connect your Shopify store with the HubSpot CRM. This is how to set up a HubSpot and Shopify Integration using the Shopify for HubSpot app.
Limitations of using the Shopify for HubSpot App
- If you modify any sections of an integrated shop’s e-commerce bridge or reset the e-commerce pipeline to the default stage, the e-commerce bridge and reset the e-commerce pipeline to its default stage.
- This connection does not transfer any information about product variants.
- The HubSpot Shopify Integration frequently misconnects data about customers, such as phone numbers, since it only syncs phone numbers from Shopify’s customer overview page and not the default address section.
- The HubSpot Shopify Integration fails to link a Shopify order with an existing account, particularly if the consumer uses a different email address, resulting in HubSpot generating a new contact.
- When a customer signs up for a new account, they download their list from HubSpot. The number of contacts the user has stored is used to determine how much money they pay. This can be difficult, especially for a big corporation.
Advantages of HubSpot and Shopify Integration
You can utilize the HubSpot Shopify Integration to build informative and compelling e-commerce dashboards, sync your Shopify orders with your workflows, and much more. You may also use HubSpot to analyze data from your Shopify shops regarding orders, consumers, and so on.
#1: Uncover customer buying patterns then segment your customers
When you synchronize your consumers’ data in HubSpot’s CRM, you now have access to a slew of sophisticated segmentation options. As more data is synchronized within HubSpot’s CRM with each action your contacts take, you’ll have even more information on your customer behavior.
Let’s go through making an active list to segment contacts by the items they’ve bought.
- Visit your HubSpot account and go to Contacts > Lists.
- In the upper right, click Create List.
- Select the Name property of the Line item in the left panel.
- Select the contains any of option under the filter menu, then type the product name in the field and choose the Create option.
- Click Apply filter.
Once you’ve gathered all of the data, you can utilize this list in targeted marketing efforts to entice consumers with related goods, give special discounts, or remove these customers from additional promotional campaigns.
To segment your customers in even more granular detail, look at their purchase history or any other information you may have recorded in your HubSpot CRM.
#2: Automate marketing campaigns
Note: It is necessary to have Marketing Hub Professional or Enterprise, and Sales Hub Professional or Enterprise in order to use HubSpot’s marketing automation software.
If you’re utilizing Shopify and HubSpot integrations, you may leverage workflows that utilize your Ecommerce store data and HubSpot data to create custom marketing campaigns. A well-timed, kind email may be the difference between a lost customer and a delighted one, from cart abandonment recovery to re-engagement processes.
To set up an automated workflow for your connected shopify store:
- To access the HubSpot marketplace, log into your account and click the Marketplace icon in the main navigation bar.
- Under Manage, select Connected apps.
- Select Set up an Ecommerce workflow from the Shopify for HubSpot app you’ve installed.
- Choose the workflow youd like to set up.
- The right panel has a Recommended section where actions mentioned for the workflow are displayed. To see further activities, click See more. To add an action to your process, choose it from the drop-down menu.
- Set up your action, then click Save.
- To add another action to the process, click the plus sign.
- When you’re finished, select Click here to review and turn on.
These are only a few of the many possibilities. You may create as many sophisticated, personalized workflows as your heart desires with HubSpot’s marketing automation platform. In the Getting Started with Workflows document, there is more information on generating procedures.
#3: Track revenue using direct attribution reporting
HubSpot provides you with more insight into where your income is coming from by helping you attract visitors to your site. Hubspot for ecommerce lets you see how various marketing activities and customer purchases are connected.
Analyze your data using the reporting dashboard to find out which marketing efforts are yielding the best results. If Facebook advertising is generating most of your sales, consider raising your daily spending by a certain amount.
To get to the dashboard, go to Reports > Dashboards. Select Ecommerce Dashboard in the top left corner, then Marketing Dashboard in the bottom right.
#4: Using HubSpot to Analyze your Shopify Data
You may begin analyzing your Shopify data as soon as you’ve imported it for the first time. You can check product information such as type, title, photos, and price using HubSpot’s e-commerce settings.
You may inspect your orders in a variety of ways, such as by name, number, vendor, customer ID, and much more. The e-commerce pipeline automatically syncs all of your Shopify purchases.
#5: Creating ECommerce Dashboards in HubSpot
Setting up a HubSpot Shopify Integration makes generating e-commerce-based reports exceedingly simple.
You may use various metrics such as order snapshots, lifetime order value by source, average order value by source, net new customers vs last month, and others to produce crucial insights with customized e-commerce dashboards.
#6: Categorizing Contacts based on Shopify Products
The ability to filter your campaigns based on product or contact types in Shopify is one of HubSpot’s most useful features. You may also apply criteria and develop a customer list that is based on various properties and their associated goods.
Users can also use the Shopify and HubSpot Integration to attract and re-engage with contacts and clients via intuitive features such as personalized abandoning cart-based emails, which bring people back to the Shopify store to finish their purchase. It also aids in the complete automation of e-commerce campaigns, interacting with old and new consumers, and so on.
To find out more about how integrating HubSpot and Shopify can be beneficial, read the official documentation here! You may also learn about other Shopify CRM integrations.
HubSpot and Shopify Integration is something that every online shopper must know about. It explains all of the concepts behind each step in detail to assist you better understanding and implementing them. These processes, on the other hand, may be time-consuming for novices, which is where Hevo comes in.