Shopify Orders and Deals link

[MR57]

Since we use Shopify as our selling platform (both for online and POS), it seemed like a boon to be able to link Orders to our accounts. But Hubspot seems to use Deals for... well... anything useful. If I want to rank customers by their overall value, work with customer projects, etc, deal with high value customer lists -- NONE of that gets stored in Hubspot because all of that information is Deals-related, and Hubspot ignores the value of all previous Orders for just about everything. 

Is there a way to link Deals to Orders in some meaningful way, so that when a customer places an order, it populates it as a completed Deal, so I can work with useful data? Or am I going to have to put all that in manually? 

I could do this in Salesforce, and I ASSUME there has to be a way to populate the Deals information from Orders, but I've yet to uncover it. 

If all of this is manual, and Orders serve no real function other than placeholders in the Hubspot system, is there any real reason to sync Orders to Hubspot at all? 

[ArisudanTiwari · Accepted solution]

Hi @MR57 ,

HubSpot’s native Shopify integration syncs Orders as a separate object, not as Deals. That’s why things like revenue reporting, pipelines, and high-value customer segmentation don’t work out-of-the-box with Orders.

Here’s how you can handle it:

1. Use a Tool like Unific
It syncs Shopify orders directly as Deals, so you can use all of HubSpot’s reporting and automation tools.

2. Use Operations Hub (if available)
You can set up workflows to auto-create Deals from Orders. It works well but needs some technical setup.

3. Manual Method
Creating Deals manually from Orders is possible, but not scalable for growing stores.

Helpful Links:

• How Shopify syncs with HubSpot – Legacy vs. Data Sync

• Using the Shopify Integration in HubSpot

• Related HubSpot community threads:

  • No transfer of orders to Deals

  • Sync with Shopify

[MR57]

Yeah... that's my issue. It could be done with automation. Or it could be done with an excessively expensive secondary app. Or it could be done manually. 

If we're looking at those options, it makes Hubspot not an effective solution for us. For the price, professional is outrageous per seat. There are specialised CRM software packages that would integrate and work better for us for a MUCH lower per-seat cost. Unific looks nice, but it rapidly gets too expensive if you have a lot of orders, as it's a per-order-sync cost. And manually? Well... there are a LOT of good options for CRMs if I'm doing things manually. 

Overall, disappointed that the Hubspot solution is unworkable, and the response I got from presales was 'contact support.'  Except support's not really available before I buy. And once you buy, you discover it can't really do what you need because of a fundamental failure in logic. 

Thanks for the answer, though. Means we can go ahead and cancel and move on with Salesforce. If I'm going to be building things from scratch, at least I can build on a platform that I know makes sense.