HubSpot Native Shopify Integration 101: How data syncs from Shopify to HubSpot

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Hello all,

 

Welcome to the second in a series of videos focusing on the native integration Hubspot provides with Shopify. In the last post I spoke about "How to setup the shopify integration". In this post I'm going to concentrate on how data syncs between the systems once the integration is in place. Check out the video below for more information:

 

Check out this Video!

 

I've also included some useful FAQ that should help you to better understand how the data syncs and what to expect from the integration. 

 

1) Is the integration bi-directional?

No, the integration is unidirectional/one way. In otherwords data is only ever going to sync from Shopify to HubSpot and not the other way around. This is intentional. If you think about it, the data stored within Shopify is transactional data that should never be updated from any other source. You are certainlly free to modify the data in HubSpot once it syncs but it won't be reflected in Shopify.

 

2) What data syncs from Shopify to HubSpot?

The table below represents the data that syncs from Shopify to HubSpot:

 

Shopify  HubSpot HubSpot Properties
Products Products Title, Body_HTML, Created at, Handle, Images, Product type, Published at, Published scope, Tags, Vendor, Price
     
Customers Contacts Accepts marketing, Created at, First name, Last name, Email, Phone, Note, Orders count, Tags, Tax exempt (checkbox), Verified email (checkbox), Street address, City, Country, State/Province, Zip code
     
Orders Deals Abandoned checkout URL, Buyer accepts marketing, Customer ID, Cancel reason, Cart token, Cancelled at, Created at, Currency, Financial status, Fulfillment status, Landing site, Name, Note, Order number, Processing method, Referring site, Source name, Subtotal price, Taxes included, Token, Total discounts, Total line items price, Total price, Total tax, Total weight

 

3) Does the integration support custom properties/metafields?

No, the integration only supports the properties listed in the table above. Custom properties in Shopify are known as metafields. You can use Shopify metafields to add custom fields to objects such as products, customers, and orders. Metafields are useful for storing specialized information, such as part numbers, customer titles, or blog post summaries. Creating and working with metafields requires you to use a third part Shopify app or their API. More information on that can be found here.

 

4) Can I control what data syncs into HubSpot from Shopify?

No, the integration will sync over data as it is created in Shopify. For example an Order will be created as a Deal. A customer will be created as a Contact. 

 

5) Why do the deals in my abandoned cart stage have no associated contacts?

This can happen if a visitor goes to the checkout page and does not enter any details. Additionally if they enter the details but do not click to "Continue to Shipping" no association will occur.  This is how Shopify works - An order and a customer are only created on the back end when the "Continue to Shipping" button is pressed.

 

5) How do deals move between the stages in the eCommerce pipeline?

The deal stage in HubSpot is influenced by the status of the order in Shopify. There are 6 pre-defined stages. Namely "Checkout Abandoned", "Checkout Pending", "Checkout Complete", "Processed", "Shipped" and "Cancelled".

 

  • When someone reaches the checkout page of Shopify a deal is created in hte "Checkout Pending" stage.
  • If a deal has been in the "Checkout Pending" stage for 24 hours it will move into the "Checkout Abandoned" stage. 
  • If an order is completed and payment is captured a deal will move to the "Processed" stage.
  • When an order is fulfilled a deal will move to the "Shipped" stage.
  • If an order is cancelled a deal will move to the "Cancelled" stage.

I hope that this video has helped you to better understand what data syncs from Shopify to HubSpot and what needs to happen in order to trigger that sync. More information on how to use the integration can be found here.

 

If you've any questions please do not hestiate to comment below. I'm more than happy to help however I can! 

 

sprocket-web-color.pngHappy HubSpotting!

Jack Coldrick
Solutions Engineer @ HubSpot
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To anyone reading this the integration now has BETA support for bidirectional/two way sync for Customers (Shopify) and Contacts (HubSpot). More info here: https://knowledge.hubspot.com/integrations/use-two-way-contact-sync-with-shopify-beta

Jack Coldrick
Solutions Engineer @ HubSpot
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HubSpot Moderator

Hey everyone, I've released the 3rd video discussing how you can segment contacts, deals and products from within HubSpot using this data. More information here.

Jack Coldrick
Solutions Engineer @ HubSpot
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HubSpot Moderator

To anyone reading this the integration now has BETA support for bidirectional/two way sync for Customers (Shopify) and Contacts (HubSpot). More info here: https://knowledge.hubspot.com/integrations/use-two-way-contact-sync-with-shopify-beta

Jack Coldrick
Solutions Engineer @ HubSpot
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Occasional Contributor | Platinum Partner

Hi Jack,

 

We're seeing an issue where contacts created via the API are having their email addresses updated (by updated I mean that an additional email address is added) on the Contact Record via a Form Submission. The problem is, the email address added to the Contact Record is actually an email address for another employee at the company (not yet created as a contact in HubSpot). I am assuming this is happening because the contact is cookies and tracked when they are synced over from Shopify, so I'm wondering if this bi-directional sync would fix that? Any thoughts you have on what could be causing, and thus could fix, this would be really helpful. 

 

Also, can you tell me if the bi-directional sync requires a specific HubSpot subscription level to be supported?

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Hi @ehulstein,

 

If they're going through the standard checkout flow on the Shopify side then any new email address should result in a net new contact being created in HubSpot (Even if they're being tracked). The reason for this is the integration is built on our ecommerce bridge APIs which use the external Object Id to manage updates rather than the cookie. As long as they're created as a new customer in Shopify they should have a corresponding Hubspot contact record.

 

One exception is if you were to make any changes to the customer after they've been created in Shopify - we would then update the email in HubSpot accordingly.

 

No specific plan is required to leverage bi-directional sync. It's accessible by all tiers. With it enabled any update made to the email in Hubspot (or Shopify) will be reflected on the appropriate record in the corresponding system. 

 

Does this help at all? 

 

Regards,

Jack

 

 

 

Jack Coldrick
Solutions Engineer @ HubSpot
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Thanks, Jack.

 

Any thoughts on what could be causing this and/or what we could look into to get this fixed --

 

"We're seeing an issue where contacts created via the API are having their email addresses updated (by updated I mean that an additional email address is added) on the Contact Record via a Form Submission. The problem is, the email address added to the Contact Record is actually an email address for another employee at the company (not yet created as a contact in HubSpot)."

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Hi @ehulstein, based on the below paragraph am I right in assuming these form submissions are forms that exist on the Shopify side and are not part of the checkout process? (Sign up for a newsletter etc...) 

 

I wonder if in this instance the "non-hubspot" forms option is enabled on the portal and as a result any submissions occurring on Shopify forms are resulting in cookied contacts being updated. 

 

"We're seeing an issue where contacts created via the API are having their email addresses updated (by updated I mean that an additional email address is added) on the Contact Record via a Form Submission. The problem is, the email address added to the Contact Record is actually an email address for another employee at the company (not yet created as a contact in HubSpot)."

 

 

Jack Coldrick
Solutions Engineer @ HubSpot
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Anonymous

Thank you for this super helpful post!

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New Contributor

Hello - We're considering integrating Shopify with our Hubspot so that our customer service team who is responding to customer inquiries in our Shared Inbox can see the customer's current order, and order history.

 

Am I making the right assumption that the Shopify / Hubspot integration would provide this view?

 

If someone could share a screenshot of what this would look like in the Share Inbox, that would be super helpful!  Thank you!

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Hi @anhthi,

 

That's correct. All of the previous orders will be visible from the right hand side bar of the conversations inbox. I've included a screenshot of my own portal showing this:

 

Screen Shot 2020-08-28 at 3.35.13 PM.png

 

If more information relating to the order is required the agent can then simply click in to view more details. 

 

I hope this helps!

 

Jack

Jack Coldrick
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New Contributor

Hi Jack - This is very helpful, thank you!

I know that Shopify and Hubspot sync customers by email, so it makes sense that this will easily sync.

 

But if someone messages us via Messenger (which we have linked with our Shared Inbox), will the order info from Shopify sync for this customer?

 

Thank you,

Anh-Thi

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Hi @anhthi,

 

No problem glad it helped. With regards FB Messenger you would need to ask for their email address as part of the chatflow otherwise we have no way to associate the conversation to the contact record in the CRM and pull in the relevant information.

 

Jack

Jack Coldrick
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New Contributor

Hi Jack,


Got it - thanks for the info.

I just integrated Shopify, and I followed the steps to sync data so that data goes "one-way" from Shopify to Hubspot. But when I go to the Shared Inbox, I'm not seeing anything in the Deal section on the right panel for customers who I know made a purchase.

 

Is there another step that I'm missing to have the Shopify order history appear in the Inbox?

 

Many thanks in advance!

Anh-Thi

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