HubSpot + Shopify integration

What HubSpot is

HubSpot is a CRM and marketing platform. Connected to Shopify, it brings customers, orders and abandoned checkouts into contact records, deals and marketing lists.

How we would approach HubSpot with Shopify

HubSpot's Shopify Data Sync syncs contacts and products both ways, and orders and abandoned checkouts one way into HubSpot. We decide what should sync and in which direction, clean up duplicates before the first sync, and check that orders without an email still end up somewhere useful.

What the work involves

• Sync direction decided for contacts, products and orders
• Duplicates cleaned before the first sync
• Field mappings and filters set so only useful records sync
• B2B companies synced where the store is on Shopify Plus

Ways to connect HubSpot and Shopify

• Existing app

  Shopify Data Sync (HubSpot)

  HubSpot's official integration. Contacts and products sync both ways; orders and abandoned checkouts sync one way into HubSpot. Custom field mappings need a paid Operations Hub tier.

• Custom build

  Custom sync

  For metafields, which Data Sync doesn't support, or for custom objects.

Where these projects go wrong

• Records already in both systems sync again as duplicates.
• Orders from customers without an email arrive with no contact.
• Expecting metafields to sync.

Questions

Can we edit Shopify orders in HubSpot?

No. Orders sync one way, from Shopify to HubSpot.

Does HubSpot sync Shopify metafields?

Not through Data Sync, according to HubSpot. That needs a custom sync.

Before we scope the work

• Which data or customer journey needs to connect, and which system owns it?
• What access, plan features or API permissions are available?
• Does an existing connector cover the requirement, including failures and updates?
• Who will maintain the connection, and how will you know it is working?

Send your current setup and one real example of the flow you need. We'll tell you whether it can be done and what it would take.