Scaling an e-commerce business to compete against the giants, requires having a holistic view of not only your sales but also about your customers. With the HubSpot Shopify Integration in place, you will be able to draw crucial insights on how to approach and convert leads into customers by using personalised marketing strategies, formed by combining inbound marketing and numerous e-commerce tactics.
This article aims at providing you with a step-by-step guide to help you integrate your Shopify data with HubSpot in no time! Upon a complete walkthrough of the content, you will be able to set up a HubSpot Shopify Integration with ease to analyse your Shopify data and devise customer attracting and generating strategies that take your business to new heights.
Table of Contents
Introduction to HubSpot
HubSpot is one of the most successful integrated software that allows companies to attract customers, visitors, convert them into leads and provide a diverse set of services. With HubSpot in place, you can design/ create compelling content in the form of blogs, emails, articles, web-pages and much more, and effectively manage your customer interactions.
HubSpot provides users with a great set of tools such as HubSpot Marketing, Sales, Service Hubs, CRM, etc. and lets users buy them either separately or as part of a bundle. Buying tools as bundles provides users with complete access to their marketing, sales and support functions. With its intuitive features such as drag and drops tiles, you can target visitors better by personalizing website content to their liking.
For further information on HubSpot, you can check the official website here.
Introduction to Shopify
Shopify is one of the most popular e-commerce platforms that allows business and users to sell their products/services through the online platform. Using Shopify, you can set up an online store and sell your products with the help of the Point of Sale (POS) system. Shopify provides users with secure payment gateways, marketing and shipping facilities, along with various customer engagement techniques, to help you get started. Also read Shopify to BigQuery Integration in minutes.
With Shopify’s interactive interface, you can also analyze various customer trends and metrics, to draw crucial insights about their customers.
Various product or services that you can sell on the Shopify:
- Physical Products: Shopify allows you to perform the door-step delivery of the products you’ve manufactured that can be door-shipped to the customer. These include anything like printed mugs/t-shirts, jewellery, gifts, etc.
- Digital Products: Digital Products can include e-books, audios, course material, etc.
- Services and Consultation: If you’re providing services like Life consultation, home-cooked delicacies, event planning, or anything else, Shopify has got you covered.
- Memberships: Various memberships such as gym memberships, yoga-classes membership, event membership, etc. can be sold to the customers.
- Experiences: Event-based experiences like adventurous sports and travel, mountain trekking, wine tasting, events, and hands-on workshops. You can use Shopify to sell tickets for these experiences as well.
- Rentals: If you’re running rental services like apartment rentals, rental taxis, or gadgets, you can use Shopify to create ads and engage with the customer.
- Classes: Online studies, fitness classes can be advertised here.
For further information on Shopify, you can check the official website here.
Hevo Data, a No-code Data Pipeline helps to integrate data from Shopify that is free of cost & HubSpot with various other sources and load it in a data warehouse of your choice to visualize it in your desired BI tool. Hevo is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. It helps transfer data from HubSpot to a destination of your choice for free. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.
It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination. It allows you to focus on key business needs and perform insightful analysis using BI tools such as Tableau and many more.
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Check out what makes Hevo amazing:
- Secure: Hevo has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
- Schema Management: Hevo takes away the tedious task of schema management & automatically detects schema of incoming data and maps it to the destination schema.
- Minimal Learning: Hevo with its simple and interactive UI, is extremely simple for new customers to work on and perform operations.
- Hevo Is Built To Scale: As the number of sources and the volume of your data grows, Hevo scales horizontally, handling millions of records per minute with very little latency.
- Incremental Data Load: Hevo allows the transfer of data that has been modified in real-time. This ensures efficient utilization of bandwidth on both ends.
- Live Support: The Hevo team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
- Live Monitoring: Hevo allows you to monitor the data flow and check where your data is at a particular point in time.
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- Working knowledge of HubSpot.
- Working knowledge of Shopify.
- A Shopify account.
- An active HubSpot account.
Setting up HubSpot Shopify Integration using Shopify for HubSpot App
HubSpot allows users to integrate their Shopify stores, using its official Shopify for HubSpot app. Users, even those who have the basic subscription plan for HubSpot and Shopify, can download the app from either the HubSpot or Shopify marketplace and enjoy all features of HubSpot and Shopify integration.
You can implement this method using the following steps:
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 to your account using your credentials such as username and password.
Once you’ve logged in, click on the market place option, found in the main navigation bar, and then click on the app marketplace. The HubSpot Marketplace will now open up on your screen as follows:
Search for the Shopify app in the HubSpot Marketplace. You can do this either by using the search bar, found at the top of your screen or by selecting the e-commerce section from the dropdown list. Click on the connect app option to install it for your HubSpot account.
Step 2: Connecting your Shopify Store to HubSpot
Once you’ve clicked on the connect app option, a new dialogue box will now open up on your screen, where you need to provide the URL for your Shopify store. Enter the URL for your store in the field and click on the connect to Shopify button.
A new pop-up will now open up on your screen, where you need to login to Shopify, using your credentials such as username and password, allowing HubSpot to access your Shopify data with ease. Also check Hubspot and Google ads Integration.
Once you’ve logged in, your HubSpot dashboard will now open up on your screen indicating that your Shopify store has been added. With the HubSpot Shopify Integration in place, you will be able to find your HubSpot tracking code in all your Shopify stores. You can monitor the progress of your Shopify data imports from the HubSpot e-commerce settings page.
With the HubSpot Shopify Integration in place, users can connect multiple stores to their HubSpot account, allowing them to monitor and analyse data from all of their Shopify stores together. To do this, go to the Shopify integrations page and click on the “+Connect another store” option, found at the top right corner of your page. You now need to provide the URL for your store and connect in a way similar to your first store.
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Step 3: Configuring HubSpot and Shopify Data Sync
HubSpot allows users to customize the data sync to/from Shopify, as per their business requirements. To do this, go to the HubSpot Marketplace, and click on the manage apps button, found at the top right corner of your screen. Select the connected apps option, under the manage section and click on e-commerce.
HubSpot and Shopify, allow users to sync data between them in two ways:
- One-Way Sync: This method allows transferring data only from Shopify to HubSpot and not the other way round. One-Way sync is the default method and is automatically enabled.
- Two-Way Sync: Enabling the Two-Way data sync, allows data transfer to take place from both HubSpot to Shopify and Shopify to HubSpot, ensuring that you always have up-to-date customer-related information.
With the Two-Way sync enabled, you will also be able to sync customer data such as first name, last name, address, phone, email, etc. apart from the information related to products and orders.
This is how you can set up HubSpot Shopify Integration using the Shopify for HubSpot app.
Limitations of using the Shopify for HubSpot App
- Customizing the e-commerce pipeline by making any updations to an integrated store, affects the e-commerce bridge and resets the e-commerce pipeline to the default stage.
- This integration doesn’t transfer any information regarding product variants.
- The HubSpot Shopify Integration often fails to sync information related to customers, especially phone numbers, as HubSpot syncs phone numbers only from Shopify’s customer overview section and not from the default address section.
- The HubSpot Shopify Integration fails to associate a Shopify order with an existing account, especially if the customer provides a different email id, resulting in HubSpot creating a new contact.
- HubSpot charges users based on the number of contacts they have stored. This can be a challenge, especially for a large business.
Making use of your HubSpot Shopify Integration
After setting up the HubSpot Shopify Integration, you can use it to create informative and compelling e-commerce dashboards, sync your Shopify orders with your workflows, etc. You can even use HubSpot to analyze data about your orders, customers, etc. from your Shopify stores.
Using HubSpot to Analyze your Shopify Data
You can start analyzing your Shopify data immediately after you’ve imported your data for the very first time. Using HubSpot’s e-commerce settings, you can view information about your products such as their type, title, images, price, vendor, etc. You can analyze your orders using various metrics such as the name, number, vendor, customer Id and a lot more. All your Shopify orders are automatically synced with the help of the e-commerce pipeline.
Creating ECommerce Dashboards in HubSpot
Setting up HubSpot Shopify Integration makes it extremely easy to create e-commerce-based reports. With customized e-commerce dashboards, you can draw crucial insights using various metrics such as order snapshots, lifetime order value by source, average order value by source, net new customers vs last month, etc.
Categorizing Contacts based on Shopify Products
HubSpot even allows you to categorize your customers and contacts, based on your Shopify product types. You can apply filters and create a customer list based on various properties and their associated products.
Shopify and HubSpot Integration also allow users to attract and re-engage with contacts and customers with the help of intuitive features such as personalised abandoning cart-based emails, which attracts users back to the Shopify store to complete their purchase. It also helps users completely automate the process of managing e-commerce campaigns, engaging with old and new customers, etc.
Check out the official documentation here, to learn more about how integrating HubSpot and Shopify can be helpful! You can also check about other CRM Shopify integrations.
This article teaches you how to set up HubSpot Shopify Integration with ease. It provides in-depth knowledge about the concepts behind every step to help you understand and implement them efficiently. These methods, however, can be challenging especially for a beginner & this is where Hevo saves the day.
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Hevo Data, a No-code Data Pipeline helps you transfer data from a source of your choice in a fully automated and secure manner without having to write the code repeatedly. Hevo with its strong integration with 100+ sources & BI tools, (free sources like Shopify & Shopify Webhook & other paid sources) allows you to not only export & load data but also transform & enrich your data & make it analysis-ready in a jiffy. It helps transfer data from HubSpot to a destination of your choice for free.
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