Shopify Connector

[osimaleki]

Recently we were forced to update the Shopify connector as we updated our site. The new connector does not sync with Deals and instead syncs into Orders and Carts which are really not in a pipeline and practically useless for our B2B store. We had to upgrade to Operations Hub to access these two lists but there is no connectivity for customer journey as it was with Deals.

Anyone has any insight as to the best practices for using Carts and Orders in conjunction with Deals done offline to get a good pipeline? 

It feels like we are now in a very incomplete beta somehow as there seems to be no up to date documentation on the 'new' Shopify connector. 

[PJagdale]

@osimaleki 

Our Shopify Sync by Unific app will allow you to sync Shopify ORDERS to DEALS in HubSpot Shopify CARTS to DEALS in HubSpot still. I wrote a whole post about it here.

As @PamCotton suggested Zapier is definitely an option, but Zapier will force you to learn a lot of down in the weeds details about every Shopify Trigger and HubSpot trigger and then custom map every field that you might want. The other problem is, you know you need x number of fields today, but tomorrow you might need more.

Our team at Unific has already thought through all the fields you will need and made ours a turn-key, drop in replacement for HubSpot's Shopify Native integration. Our 2,000+ other app users have also taught us what they need across all of our ecommerce specific apps. So we brought that expertise to our integration. Just see our comparison page between here.

Parag Jagdale CEO of Unific | Diamond Solutions Partner | App Partner HubSpot + Ecommerce Expert | Data Guru | B2C and B2B Ecommerce Experience Web site: www.unific.com Linkedin: paragjagdale

[PamCotton]

Hey @osimaleki, Thank you for reaching out about the Shopify connector. 

To integrate Carts and Orders with Deals effectively, consider creating custom properties in HubSpot to capture relevant data, and set up workflows to automatically create Deals based on specific criteria in Orders or Carts. Utilize Operations Hub’s data sync and automation capabilities to streamline this process. Additionally, custom reporting and dashboards can help you get a comprehensive view of your customer journey.

Kindly,

Pam

[osimaleki]

Thank you for the reply Pam. I have looked at creating Deals in the pipeline based on Carts and Orders but the problem I am having is that I cannot find a way to update those deals.

So in the Workflows for example, I can create a Deal from an Abandoned Cart. However, when that cart is recovered, I see no way of updating the same Deal. The 'options' for actions for Carts and Orders seems to not be available in Workflows which again has made me think the Carts and Orders are new and incomplete as to what we had.

Do you have any ideas as to what to do for updating Deals tha we create from Carts and Orders?

[PamCotton · Accepted solution]

Hey @osimaleki, thank you for your message and for explaining the challenge you're facing.

You're right that updating deals from Carts and Orders in HubSpot workflows can be tricky. At the moment, HubSpot’s native Shopify integration doesn’t have built-in options to automatically update deals based on cart recoveries or order status changes through workflows.

A workaround you can try involves using custom properties. Here's how:

1. Create Custom Properties for your deals to track the status of Carts or Orders.
2. Use a custom workflow that triggers based on changes in those custom properties. For example, when a cart is recovered or an order is completed, update the corresponding deal’s custom properties.
3. Consider using Shopify’s native triggers (through Shopify or a third-party tool) to send that data back to HubSpot, allowing the workflow to update the deal accordingly.

If you're open to third-party tools, there are integrations like Zapier that might help bridge the gap between Shopify cart recovery events and deal updates in HubSpot.

Kindly.

Pam