How to Send a Shopify Customer to a Hubspot Contact

Getting Started with Hubspot

Every Shopify store owner hopes to experience business growth as they begin to increase sales volume.

But all successful Shopify store owners know that with this growth comes the obstacles of maintaining customer loyalty and retention.

In this post, we’ll show you how to improve customer relationships, increase sales and boost productivity using one of the most popular CRMs, HubSpot.

Use a CRM like HubSpot with Shopify

CRM stands for Customer Relationship Management, which primarily means software to improve business-customer relationships. Think of a CRM as a way to manage all your contacts and gather essential customer information. For example, insights such as demographics, purchases, and previous interactions can be accessed by anyone on your team.

An effective CRM’s primary goal is to help you work more efficiently through integrations. Additionally, if you’d like to read more about CRMs, reference our previous post on the Best CRMs for Shopify Stores in 2022.

One popular CRM among store owners is Hubspot. It’s easy to use and offers a range of tools to grow your Shopify store, from marketing solutions to customer service software.

Through HubSpot, you’ll be able to launch strategies around content and organic search to build a brand that customers keep coming back to. With a long list of 1,000+ integrations, it is no wonder why Hubspot remains a staple CRM in Shopify’s marketplace.

How to connect a Shopify Customer to Hubspot Contact

Let’s get started; the best way to connect Shopify to HubSpot is by using MESA. MESA also comes with pre-built integration with HubSpot, making it even easier to create workflow automation between HubSpot and Shopify.

Before you get going, it’s good to know the basics of MESA and how to create a workflow from scratch. Next, we’ll show you how to do just that for one of the most common use cases.

Step-by-step instructions:

1. Click your MESA Discover tab, and select the pink Create your own workflow button in the right-hand corner. You’ll need to name your workflow; we’ll call this one “Send a Shopify customer to a HubSpot contact.” Click the pink Continue button when finished.

Create and name your workflow
Create and name your workflow

2. Next you’ll want to pick the Trigger step, which is the first step in a workflow that causes automation to begin. In this case, you’ll want to start with Shopify and select Customer Created.

Shopify HubSpot Integration: Select the Trigger step
Select the Trigger step

3. Now set up your Action Step, which is any additional step beyond the Trigger step. In the search field of the Action Step, search for “HubSpot,” then choose the HubSpot Create Contact option.

Select the Action step
Select the Action step

4. Here you’ll either add an existing credential from the drop-down menu or create a credential through MESA’s HubSpot App (recommended) or your own custom HubSpot App. Once selected, click the Add New Credential button to start the process.

When adding a new credential, you’ll be prompted to login into HubSpot if you’re not already logged in. Once you’re in, select the HubSpot account that you want to connect.

**You must have Super User permissions on your HubSpot account to connect MESA with HubSpot.**

Shopify HubSpot Integration: Add HubSpot credential
Add HubSpot credential

5. Under Step Configuration, you’ll want to click the Retrieve Fields button to pull in fields from your HubSpot account.

Shopify HubSpot Integration: Click the Retrieve Fields button
Click the Retrieve Fields button

6. Below the button, you will need to assign Tokens in the HubSpot fields pulling in. Tokens are snippets of data you’re sending from one app to another, in this case, Shopify to HubSpot. You can utilize MESA Tokens by clicking the {+} icon to find the right Token value for any field in the step.

Furthermore, in this Step Configuration portion, you’re ensuring you send the correct Shopify customer data to HubSpot. Once finished, it will look something like this:

Shopify HubSpot Integration: Select the correct Shopify Tokens to send to HubSpot
Select the correct Shopify Tokens to send to HubSpot

7. Once complete with your workflow, scroll back up to the top of the page and click the Enable button in the top right-hand corner.

Enable your new worklfow
Enable your new workflow

So, what’s next?

Now that you’ve learned how to complete a Shopify to Hubspot integration, all this can be done with one of our pre-populated templates. Get MESA, it’s free forever and 100% setup included. Tell us about your workflow if you get lost, and we’ll build it for you; just ask.

Watch more work get done for you.

Focus on the bigger picture while your work is still getting done reliably.

Learn more about MESA