Step-by-Step Guide to HubSpot CRM Integration with Shopify

The integration of HubSpot CRM with Shopify can transform the way you manage customer relationships, automate marketing, and drive sales.

Shopify is one of the leading e-commerce platforms, and combining it with HubSpot allows businesses to gain powerful insights into customer behaviour, streamline processes, and create highly personalised marketing campaigns.

Understanding Why HubSpot CRM Integration Matters

Before we get into the specifics of how to integrate HubSpot CRM with Shopify, it’s important to understand why this integration matters. By connecting these two platforms, businesses can automatically sync their customer data, purchase histories, and marketing efforts between Shopify and HubSpot. This integration ensures that every interaction, from a customer browsing your store to completing a purchase, is captured and analysed within your CRM. To learn more about why seamless data management is critical for businesses, visit Simplifying Data Management: The Key to Better Business Management.

Once integrated, HubSpot’s powerful CRM gives you a 360-degree view of your customer base. This helps businesses create more personalised shopping experiences and better manage relationships across every stage of the buyer’s journey. To see how HubSpot integration can enhance your SaaS platforms, check out How HubSpot Integration Enhances Your Existing SaaS Platforms. HubSpot also makes it easier to automate follow-ups, segment your audience, and track important KPIs, all while keeping your data in sync with Shopify. With these tools at your disposal, HubSpot enables businesses to build more targeted campaigns and foster deeper customer connections.

Step 1: Setting Up the Integration

The first step in connecting HubSpot CRM with Shopify is ensuring you have an active account on both platforms. Once that’s in place, you can access HubSpot’s Shopify integration from the HubSpot marketplace. Installing the integration is straightforward and allows you to sync customer data, order details, and product information between the two platforms.

Installing Shopify Integration app from HubSpot Marketplace.

One often-overlooked tip during setup is to ensure that your Shopify data is clean and well-organised before syncing it with HubSpot. This prevents any duplicate or incorrect data from transferring over, ensuring that your CRM remains accurate. You can easily map the fields you want to sync between Shopify and HubSpot, ensuring that all customer details, orders, and product information are properly aligned.

Step 2: Automating Marketing Workflows

Once the integration is live, HubSpot’s marketing automation tools allow you to create automated workflows triggered by customer behaviour on Shopify. For example, if a customer abandons their shopping cart, HubSpot can automatically send a follow-up email encouraging them to complete their purchase. These workflows can be customised to match your business goals, whether that’s increasing repeat purchases, promoting new products, or offering personalised discounts.

Automated emails can be triggered by HubSpot in workflow.

One advanced tip is to use behavioural segmentation to tailor your marketing efforts even further. By analysing which products a customer views, how often they return to your store, or which items they’ve purchased, you can create highly targeted marketing campaigns that increase the chances of conversion..

Step 3: Syncing Customer and Order Data

The next step is syncing your customer and order data between Shopify and HubSpot. HubSpot automatically pulls customer profiles, purchase history, and product details from Shopify into its CRM. This data helps you segment your audience based on their interactions with your store, allowing for more accurate targeting. You can view every customer’s history directly in HubSpot, which enables your team to engage in data-driven conversations that improve customer experience. 

A hidden advantage of this integration is the ability to use HubSpot’s lead scoring model for e-commerce. By assigning scores to customers based on their purchase frequency, average order value, or engagement with your brand, you can focus your sales efforts on high-value leads. This overlooked feature can have a transformative impact on your sales pipeline. To learn more about why lead scoring is critical for your sales process, read 10 Reasons Why Your Business Needs HubSpot Integration Right Now.

Step 4: Optimising Your Sales Pipeline

One of the most valuable aspects of HubSpot’s integration with Shopify is how it optimises your sales pipeline. By syncing sales data from Shopify into HubSpot, businesses can track how leads move through the funnel—from their first website visit to making a purchase. This allows you to identify bottlenecks in your sales process and adjust your strategies accordingly.


To fully leverage this integration, make sure to use HubSpot’s reporting tools to track metrics like customer acquisition cost, lifetime value, and conversion rates. By understanding how your sales pipeline performs, you can optimise your marketing and sales efforts to increase conversions and improve revenue growth.

Step 5: Creating Detailed Reports and Insights

Finally, HubSpot’s advanced reporting and analytics tools give businesses valuable insights into customer behaviour and marketing performance. With the Shopify integration, you can create custom reports that track important metrics such as order frequency, cart abandonment rates, and repeat customer percentages. HubSpot’s data visualisation tools make it easy to spot trends and identify areas for improvement.

One lesser-known feature of the HubSpot-Shopify integration is its ability to track multi-channel marketing efforts. For example, you can track how email campaigns, social media promotions, and paid ads impact your Shopify sales, all within HubSpot. This holistic view of your marketing and sales efforts ensures that your strategy is both effective and scalable.

The Impact of HubSpot CRM Integration with Shopify on Your Business

HubSpot CRM’s integration with Shopify simplifies data management, improves marketing automation, and optimises your sales pipeline, making it an invaluable tool for e-commerce businesses. From syncing customer data to automating lead nurturing, this integration ensures that businesses can create personalised shopping experiences that drive conversions and increase revenue.

Ready to unlock the full potential?

Contact Woven today to learn how our expert team can guide you through the integration process and build a tailored solution that fits your business’s needs. Let us help you leverage HubSpot to create smarter, data-driven marketing campaigns and streamline your sales pipeline.

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