⚙ Operations Hub

osimaleki
Mitglied

Shopify Connector

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. 

2 Antworten
PamCotton
Community-Manager/-in
Community-Manager/-in

Shopify Connector

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

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0 Upvotes
osimaleki
Mitglied

Shopify Connector

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?

0 Upvotes