Step-by-Step Guide and Best Practices
If you’re running an e-commerce store on Shopify and managing your sales and customer data through HubSpot CRM, integrating these two platforms can significantly streamline your processes. In this guide, we’ll explore how you can integrate Shopify with HubSpot, the benefits, common challenges, and effective solutions.
Why Integrate Shopify with HubSpot?
Integrating Shopify with HubSpot allows you to:
- Automatically push customer data from Shopify into HubSpot.
- Equip your sales team with real-time customer insights.
- Improve customer relationship management and enhance marketing strategies.
Available Shopify-HubSpot Integration Options
There are mainly two prominent Shopify integrations available in the HubSpot app marketplace:
- Official HubSpot Shopify App
- Unify Shopify Integration (third-party app)
Official HubSpot Shopify App
Developed by Shopify and HubSpot, this official integration allows seamless data transfer without additional costs. However, it currently has lower ratings primarily due to recent updates changing how orders are synced:
- Previously, orders synced as “Deals,” but now they sync as “Orders,” creating difficulty in filtering and pipeline management.
- The integration is basic and straightforward, suitable for smaller businesses with limited budgets.
Uni Fig Shopify Integration
This third-party app has received numerous positive reviews (5-star ratings) due to its robust functionality, including:
- Comprehensive data syncing options.
- Advanced customization and versatility.
- Enhanced filtering and reporting capabilities.
However, this integration requires an additional subscription, adding to your existing Shopify and HubSpot costs. It offers a limited free tier, which caps monthly order syncing.
Step-by-Step Guide to Integrating Shopify with HubSpot
Follow these simple steps for the official Shopify-HubSpot integration:
- Login to Your HubSpot Account:
- Navigate to your HubSpot account dashboard.
- Access the HubSpot Marketplace:
- Click on the store icon and select “Apps.”
- In the App Marketplace, type “Shopify” in the search bar.
- Choose and Install the Integration:
- Select the official “HubSpot Shopify Integration” app.
- Click on “Install App” and follow the authentication steps.
- Configure Data Sync:
- After installation, navigate to “Connected Apps” to manage the integration settings.
- Choose what data objects to sync (e.g., checkouts, customers, orders, products).
- Set synchronization preferences (one-way or two-way).
- Apply Filters and Customizations:
- You can sync all data or apply filters. For instance, you can choose to sync customers with more than one order.
- Finalize the Sync Process:
- Click “Save and Sync.”
- The initial sync may take several hours to complete, depending on the volume of your data.
Common Issues and Solutions
The primary issue users face with the official HubSpot integration is the syncing of Shopify orders as “Orders” instead of “Deals.” This approach limits functionality, especially in sales pipelines and reporting.
Solution: If you have a HubSpot Pro plan, utilize HubSpot’s automation tools to create a workflow. This workflow automatically duplicates Shopify “Orders” as “Deals,” enabling more advanced filtering, reporting, and pipeline management.
Pros and Cons of Each Integration
Official HubSpot App:
- Pros: Free, straightforward installation, suitable for basic use.
- Cons: Limited functionality, syncing orders as “Orders,” not “Deals.”
Uni Fig Integration:
- Pros: Advanced features, robust customization, excellent user ratings.
- Cons: Additional subscription cost, limited free tier.
Conclusion
Integrating Shopify with HubSpot can significantly improve your CRM processes and sales efficiency. While the official app is a great starting point due to its ease of use and free access, the Uni Fig integration may be a better choice if you need advanced customization and extensive reporting capabilities. Utilize workflows to overcome limitations if you opt for the official integration.
For personalized help with integrating Shopify and HubSpot, setting up workflows, or optimizing your CRM strategy, feel free to reach out to our expert team.
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