How to Create HubSpot CRM Contact from New Shopify Customer

Are you in search of a way to create HubSpot CRM contact from new Shopify customer? If yes!! Then, this could be the end of your search. As here we are going to integrate Shopify with HubSpot CRM using Pabbly Connect.

But before getting into the integration process, let’s know a little bit about the software that we are about to integrate. Basically, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. Whereas, HubSpot CRM is an inbound marketing & sales platform that helps companies to attract visitors, convert leads, and close customers.

In today’s blog, we will be integrating Shopify with HubSpot via Pabbly Connect. After this integration, whenever there will be any new customer is added to your Shopify account, the data will be added as a new contact in your HubSpot CRM account automatically.

Now you must be thinking about how we are going to integrate these services, well the answer to this question is none other than Pabbly Connect. Other than this integration, the software also offers many other useful features:

• Create unlimited workflows without any restrictions
• Unlimited premium apps
• Set unlimited triggers, unlimited actions to those triggers
• Path routers

and the outstanding part is that you can access all the features even with the free plan. All you need to do is go to the App Directory and look for the apps you use to get started.

Therefore, here we will learn how to connect Shopify and Hubspot CRM in real-time. Besides, we have a template for this integration that can assist you to get started promptly. Press the Use Workflow button below to get started.

Create HubSpot CRM Contact from New Shopify Customers

Use Workflow

So, without wasting your time, let’s start the blog about how to integrate HubSpot CRM and Shopify using Pabbly Connect.

Step 1: Sign up to Pabbly Connect

Start the process to create HubSpot CRM contact from new Shopify customer by pressing the “Sign Up Free” icon on the Pabbly Connect home page. Subsequently, either manually fill-up all the details or sign up using your Gmail account.

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Step 2: Access Pabbly Connect

Following that, after logging into the account, hit the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with HubSpot CRM Integration

(a) Start with a New Workflow

Begin with creating a workflow for your project by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Later, name the workflow just like in the above-shown image. I named the workflow “Shopify to HubSpot CRM”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with HubSpot CRM Integration

When you are done with naming your workflow, now it’s time to select the application you want to integrate. Pabbly Connect lets you integrate countless premium applications, tap here to create your free account now.

(a) Select Application you Want to Integrate

Now, select the application that you want to integrate. Here, we are choosing “Shopify” for integration. In the method section, select “New Customer”.

(b) Copy the Webhook URL

Now, copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Shopify to Pabbly Connect

Later, to connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. Accordingly, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Once you log into your Shopify account, hit the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

Following that, hit the “Notifications” option given amid numerous other options.

(c) Click on Create Webhook

Now, scroll down and hit the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Moving on to the next step, a dialogue box will appear on your screen, here select “Customer Creation” in the event section & then paste the copied webhook URL. After making all the changes tap on the “Save Webhook” button.

Step 6: Add a Sample Customer

Next, to check this integration, we will capture the data from Shopify, and for that, we will create a dummy customer on Shopify.

(a) Click on Create Account

Eventually, it’s time to add a customer, initially, you have to open the online store page of Shopify in the new tab & then hit the “Create Account” option.

(b) Add Details

Ultimately, add all the required details of the customer like name, email, etc, and hit the “Create” button.

(c) Click Submit Button

Thereafter, hit the captcha checkbox and then press the “Submit” button. But before that, click on the “Capture Webhook Response” in Pabbly Connect to capture the data.

Step 7: Test the Response in Pabbly Connect Dashboard

Once you hit the “Capture Webhook Response” in Pabbly Connect and “Submit” in Shopify, the customer info will appear on the Pabbly Connect dashboard. Following that, press the “Save” option.

Step 8 : Setting Action for Shopify to HubSpot CRM Integrations

Now, in order to make this Shopify-HubSpot integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Next, hit the + button below and choose the application that you want to integrate. Here we will choose “HubSpot CRM” to integrate and in the method section select “Create a New Contact”.

(b) Click the Connect Button

Afterward, hit the “Connect with HubSpot CRM” button to move forward.

Step 9 : Connecting HubSpot to Pabbly Connect

Following that, in order to connect HubSpot with Pabbly Connect, you need to paste the API key from your HubSpot account to the Pabbly Connect dashboard. Hence, you have to log into your HubSpot account.

(a) Click on HubSpot Settings Icon

Once you press the connect button, a window will slide in from the right side asking for an “API Key”. Then, you have to hit the “Settings” icon in your HubSpot account to copy the API key.

(b) Click on Integrations

Subsequently, press the “Integration” option & then select “API Key”.

(c) Copy the API Key

Moreover, just copy the given API key to move further.

(d) Paste the API Key

Then, simply paste the copied API key & then hit the “Save” button.

(e) Map the Fields

After connecting your HubSpot account, now it’s time to add all the field data like name, email id, etc. Map up all the fields promptly.

(f) Send a Test Request

After mapping up all fields press the “Send Test Request” button.

Step 10 : Check Response in HubSpot Dashboard

Here, you can see that integration was successful and the customer from Shopify has been added to the HubSpot automatically as a contact. Now in a similar way, whenever there will be any new customers in your Shopify store, the contact will be automatically added to your HubSpot account.

Conclusion –

Alright, now that you have learned how to create HubSpot CRM contact from new Shopify customer, you can easily integrate any applications & automate your projects. Once you start working with Pabbly Connect, you won’t stop appreciating the software. Moreover, you can create unlimited workflows, integrate unlimited applications, work with so many premium apps, and you get all this for free. Hence stop thinking and signup for your free account today.

In case of any queries or suggestions, please drop your comments below.

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