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Guide to set-up HubSpot Shopify Order & Customer Sync
Welcome to the ultimate setup guide for the HubSpot Shopify Sync by miniOrange! Syncito bridges the gap between Shopify and HubSpot, facilitating seamless data synchronization of orders/deals and customers/users.
By using our application, businesses can effortlessly sync order data between Shopify and HubSpot, whether it's converting Shopify orders into HubSpot deals or vice versa. This means that crucial information such as customer details, line items, taxes, and even custom properties are automatically transferred and recorded in HubSpot whenever an order is placed on Shopify.
Gone are the days of manual data entry! With our integration, both platforms stay consistently updated with the latest order information, ensuring accuracy and efficiency in your operations.
But that's not all – our app empowers you to create automation workflows with customizable filters, enabling you to control the data flow based on specific conditions. This level of flexibility puts you in charge of when and how data syncs between your apps, tailoring the integration to suit your unique business needs.
Get ready to revolutionize your customer management experience with the HubSpot Shopify Sync – let's dive into setting it up for success!
Prerequistes:
Signup and Login
- Go to Syncito login page to sign up or
log in to your account. You can log in quickly with your Google, Apple, or Microsoft
account, or manually with your email address and password.
- You can create a new sync connection after logging in successfully.
Connect your Shopify
and HubSpot account
- Click on the Get Started Now to create a new connection.
- You will be prompted to fill out the four-step form to begin the sync.
-
HubSpot to Shopify
-
Shopify to HubSpot
1. Select App
- Fill in the Connection name (as per your choice), Source App, and
Destination App.
- Click Save & Next to proceed further.
- Choose whether to sync Order/Deal, Customer/Contact or Draft Order & Deal as the object type
for your connection.
- Click on the Next button.
2.
Authorize Connection
- You need to authorize your HubSpot portal and Shopify store, between which you want to enable the data sync.
So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected
accounts.
2.1 Authorize HubSpot Portal:
- In our case, the source is HubSpot. Click on the
Add New button to authorize your HubSpot account, and you will see a pop-up
window as shown below. Select the portal you want to connect to and click the Choose
Account button.
- Now click the Connect App button; the pop-up window will close automatically, and
you will see your authorized store in the drop-down list, as shown in the below image.
- Select the authorized portal from the drop-down list and click on the Save & Next
button.
2.2 Authorize Shopify Store:
- In our case, the destination is Shopify, so here is how you can authorize a
Shopify store, as shown below:
- To add a new store, click Add New from the drop-down list. A window will open on
your screen, prompting you to enter the domain, of your store, as seen in the image below.
- You will be redirected to your Shopify store, where you can install our app. After installing the app, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.
3.
Attribute Mapping
- To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected HubSpot account and Shopify Store, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.
- On the destination side, by default, the necessary property that is needed to create
the chosen object in the destination account is already selected there.
- In our case, we have chosen Order as the object type, so accordingly, the required
attribute is already selected on the destination side. So for basic sync, we need to
map that required attribute to the source attribute.
- For further mapping, click on the Add button and map the attribute you want to sync
from source to destination.
- Note: For order sync, we have an associated object line item and
Customer.
- For associate line items : If you have a product with the SKU ("sku123")
in your HubSpot account and another product with the same SKU ("sku123") on
Shopify's end, then we associate that product id with line item; otherwise, we
create line item without product id.
- For associate users : If the user already exists in HubSpot, it will
be associated with the order; if it does not exist, we will create it in
HubSpot before associating it with the order.
- After mapping the attribute you want to sync, click Save and Next.
4. Save and Publish
- After mapping the attributes, you will see this page. Click on the Save & Finish button to launch your connection and start real-time sync between connected apps.
- Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.
- To test the sync, Go to your HubSpot portal and create a deal.
- Note: Associate at least 1 line item with the deal is mandatory to sync the order in Shopify.
- Now, check your Shopify store order section; you will see a new order is created or an existing one linked already will be updated.
- To map source properties with destination properties. Our app directly pulls all the properties and attributes
of your connected HubSpot portal and the Shopify store, which you can choose from the attributes dropdown
that you want to sync for your selected object between both apps.
- On the destination side, by default, the necessary property that is needed to create
the chosen object in the destination account is already selected there.
- In our case, we have chosen Customer / Contact as the object type, so
accordingly, the required attribute is already selected on the destination side. So
for basic sync, we need to map that required attribute to the source attribute.
- For further mapping, click on the Add button and map the attribute you want to sync
from source to destination.
- Map the attribute that you want to sync and click on the Save & Next button.
4. Save and Publish
- After mapping the attributes, you will see this page. Click on the Save & Publish button to launch your connection and start real-time sync between connected apps.
- Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.
- To test the sync, go to your HubSpot portal and create a contact.
- Now, check your Shopify store customer section; you will see a new customer is created or an existing one linked already will be updated.
1. Select App
- Fill in the Connection name (as per your choice), Source App, and
Destination App.
- Click Save & Next to proceed further.
- Choose whether to sync Order/Deal, Customer/Contact or Draft Order & Deal as the object type
for your connection.
- Click on the Next button.
2. Authorize Connection
- You need to authorize your Shopify store and HubSpot portal, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.
2.1 Authorize Shopify Store:
- In our case, the source is Shopify, so here is how you can authorize a Shopify
store, as shown below.
- To add a new store, click Add New from the drop-down list. A window will open on
your screen, prompting you to enter the domain of
your store, as seen in the image below.
- Click on the Authorize button.
- This will redirect you to your Shopify store, where you can install our app. After installing the app, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.
2.2 Authorize HubSpot Portal:
- Next, authorize the destination account; in our case, the destination is HubSpot.
Click on the Add New button to authorize your HubSpot account, and you will see a
pop-up window as shown below. Select the portal you want to connect to and click the
Choose Account button.
- Now click the Connect app button; the pop-up window will close automatically, and
you will see your authorized store in the drop-down list, as shown in the below image.
- Select the authorized portal from the drop-down list and click the Save & Next
button.
3. Attribute Mapping
- To map source properties with destination properties. Our app directly pulls all the properties and attributes
of your connected Shopify store and the HubSpot portal, which you can choose from the attributes dropdown
that you want to sync for your selected object between both apps.
- On the destination side, by default, the necessary property that is needed to create
the chosen object in the destination account is already selected there.
- In our case, we have chosen Order as the object type, so accordingly, the required
attribute is already selected on the destination side. So for basic sync, we need to
map that required attribute to the source attribute.
- For further mapping, click on the Add button and map the attribute you want to sync
from source to destination.
- Note: For order sync, we have an associated object line item and Customer
- For associate line items : If you have a product with the SKU ("sku123")
in your Shopify account and another product with the same SKU ("sku123") on
HubSpot's end, then we associate that product id with line item; otherwise, we
create line item without product id.
- For associate users : If the user already exists in Hubpot, it will be
associated with the deal; if it does not exist, we will create it in Hubpot
before associating it with the deal.
- Map the attribute that you want to sync and click on the Save & Next button.
4. Save and Publish
- After mapping the attributes, you will see this page. Click on the Save &
Publish button to launch your connection and start real-time sync
between connected apps.
- Here, you can see all of your connections. You can edit or delete the
connection, or to pause the sync, click on the toggle button shown below.
- To test the sync, let’s create an order in your Shopify account.
- Now, check your HubSpot; a new deal is created or an existing one linked already
will be updated.
- To map source properties with destination properties. Our app directly pulls all the properties and attributes
of your connected Shopify store and the HubSpot portal, which you can choose from the attributes dropdown
that you want to sync for your selected object between both apps.
- On the destination side, by default, the necessary property that is needed to create
the chosen object in the destination account is already selected there.
- In our case, we have chosen Customer / Contact as the object type, so accordingly,
the required attribute is already selected on the destination side. So for basic
sync, we need to map that required attribute to the source attribute.
- For further mapping, click on the Add button and map the attribute you want to sync
from source to destination.
- Map the attribute that you want to sync and click on the Save & Next button.
4. Save and Publish
- After mapping save, you will see this page. Click on the Save & Publish button
to launch your connection and start real-time sync between connected apps.
- Here, you can see all of your connections. You can edit or delete the connection, or
to pause the sync, click on the toggle button shown below.
- To test the sync, let’s create a user in your Shopify account.
- Now, check your HubSpot; a new contact is created or an existing one linked already
will be updated.
