Allow for Filtering of Shopify Customer Types

HubSpot Ideas
1

Our Shopify store serves both consumers and businesses - we use HubSpot for the Sales, CRM, and Marketing to our business customers and use a simpler tool for the consumer business.

Particularly because the HubSpot pricing tiers are based on the number of contacts you have, we need the ability to filter what data is pulled into HubSpot from Shopify so that we only collect data on our business customers. Ideally, we would be able to filter which customer data from Shopify flows into HubSpot based on the customer tag within Shopify.

WHO: e-Commerce Manager, Account Managers, CRMs, Data Analysts

GOAL: Avoid more expensive HubSpot plan because of overflow contacts from Shopify that aren’t meant to be managed through HubSpot

VALUE: better customer segmentation, keeping monthly costs lower

HOW: Ideally, we would be able to filter which customer data from Shopify flows into HubSpot based on the customer tag within Shopify.

2

Love this idea - this is key for us as we have both a trade (B2B) portal as well as a consumer (B2C) locations on our shopify. I only want to see the B2B data in my hubspot CRM. A solution like the above, would mean I would use the integration.

3

This would be extremely helpful!

4

I’m glad you agree - let’s get it on the roadmap! :blush: