Shopify HubSpot Integration – Sync Shopify Customers with Pabbly Connect

Learn how to seamlessly integrate Shopify with HubSpot using Pabbly Connect to sync customers in real-time. Follow this step-by-step tutorial for effective automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the Shopify HubSpot integration, access Pabbly Connect. This platform allows seamless connection between various applications like Shopify and HubSpot. Sign in to your Pabbly Connect account to begin the integration process.

Once logged in, you can create a new workflow. This workflow will facilitate the syncing of Shopify customers to HubSpot in real-time. Ensure you have the necessary credentials for both Shopify and HubSpot to proceed with the integration.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button. This initiates the setup for integrating Shopify with HubSpot. You will be prompted to name your workflow; choose a descriptive name that reflects its purpose.

• Select ‘Shopify’ as the trigger application.
• Choose the trigger event, such as ‘New Customer Created’.
• Connect your Shopify account by entering the required API key.

After setting up the trigger, you can test it to ensure that the connection is working correctly. This step is crucial to confirm that new customers created in Shopify will be synced to HubSpot through Pabbly Connect.

3. Connecting HubSpot to Pabbly Connect

Next, you need to connect HubSpot to your Pabbly Connect workflow. Choose HubSpot as the action application. This step allows you to specify what action should occur in HubSpot when a new customer is created in Shopify.

• Select ‘Create/Update Contact’ as the action event.
• Authenticate your HubSpot account by entering the API key.
• Map the fields from Shopify to HubSpot, ensuring all necessary customer details are transferred.

Testing the HubSpot connection is essential to verify that the integration works as intended. This process ensures that every new customer created in Shopify is accurately reflected in HubSpot via Pabbly Connect.

4. Finalizing the Integration Process

With both Shopify and HubSpot connected through Pabbly Connect, you can finalize the workflow settings. Ensure all parameters are correctly set, and save your workflow. This final step is crucial to ensure that your integration is active and ready to function.

After saving, you can enable the workflow. This action will allow Pabbly Connect to continuously monitor for new customers in Shopify and automatically sync them to HubSpot in real-time. You can view the workflow log to check for any errors or successful operations.

5. Monitoring and Managing Your Integration

Once your integration is live, it’s important to monitor its performance. Use Pabbly Connect to track the data flow between Shopify and HubSpot. Regular monitoring helps identify any potential issues early on.

You can manage your integration settings anytime through the Pabbly Connect dashboard. If you need to make changes, simply edit the workflow and update the necessary fields. This flexibility ensures that your integration remains effective as your business needs evolve.

Conclusion

In this tutorial, we explored how to integrate Shopify with HubSpot using Pabbly Connect. By following the exact steps provided, you can effectively sync Shopify customers with your CRM in real-time. This integration streamlines your customer management process, enhancing efficiency and productivity.