HubSpot and Shopify integration
Client
Industry
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Timeline
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Postal Packaging sells envelopes and packaging online and to trade customers, including printed and custom orders. The sales team works in HubSpot, and orders are processed in Shopify. So every sale made in HubSpot has to become a correct Shopify order.
When a trade or print deal is won, an automation creates a Shopify draft order with the products, prices, shipping and addresses from the deal.
Trade prices, discounts and shipping carry over from the deal, so the Shopify order matches what the customer agreed.
A card on the contact record in 6 steps: find the product by SKU, choose the options and quantity, apply volume discounts and discount codes, pick a saved address and send. Shopify creates a draft order and emails the customer a payment link.
A card on the deal lists the customer’s saved Shopify addresses. The one the rep picks fills the deal’s shipping and billing fields.
The order pipeline handles more than 3,000 SKUs, in several currencies and languages.
Workflows, fixes and new requests, worked from one shared backlog with the client’s team.
5.0
★★★★★
The review
The reviewer
Kelly Hepworth
COO, Postal Packaging
Clutch is an independent B2B review platform. It checks every reviewer before a review is published.
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