Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Shopify with HubSpot CRM, you first need to access Pabbly Connect. Simply visit pabbly.com and log in to your account. Once logged in, navigate to the Pabbly Connect dashboard.

In the dashboard, you will find options to create workflows. Click on “Create Workflow” to begin the integration process. This is where you will set up the automation between your Shopify store and HubSpot CRM.

2. Creating a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, the next step is to create a workflow. Name the workflow something descriptive, like “Shopify to HubSpot Integration”. Choose a folder for organization, such as “All Automation”.

  • Click on “Create” to finalize your workflow setup.
  • You will see two boxes for Trigger and Action.

In this workflow, the Trigger will be a new order in Shopify, and the Action will be creating a contact in HubSpot CRM. This setup ensures that every new order automatically creates a corresponding contact in your CRM.

3. Setting Up Trigger and Action in Pabbly Connect

Now, let’s establish the Trigger for your workflow. Select Shopify as the application for the Trigger. Choose the event “New Order” to initiate the workflow whenever a new order is placed.

Next, connect Shopify to Pabbly Connect. You will need to provide a Webhook URL in your Shopify settings. This URL will enable Shopify to communicate with Pabbly Connect whenever a new order is created.

  • Go to your Shopify admin panel and navigate to Settings > Notifications.
  • Add the Webhook URL and select “New Order” as the event.
  • Ensure the format is set to JSON before saving.

This connection allows Pabbly Connect to receive data from Shopify whenever a new order occurs, which is crucial for the next steps in the integration.

4. Testing the Webhook and Creating a Contact in HubSpot

After setting up the Webhook, it’s time to test the connection. Make a test order in your Shopify store to trigger the workflow. Once the order is completed, Pabbly Connect will capture the order details.

After the test order, go back to your Pabbly Connect workflow. You should see the order information captured successfully. Now, proceed to set up the Action by selecting HubSpot as the application.

  • Choose “Create Contact” as the action event in HubSpot.
  • Connect your HubSpot account to Pabbly Connect.
  • Map the fields from the Shopify order to the HubSpot contact fields.

This step ensures that every new order from Shopify creates a corresponding contact in HubSpot, streamlining your customer management process.

5. Finalizing the Integration and Checking Results

With the Action set up, finalize your integration by saving the workflow. Now, every time a new order is placed on Shopify, Pabbly Connect will automatically create a contact in HubSpot CRM.

To verify that everything is working correctly, check your HubSpot CRM for the newly created contacts. Ensure that all the details from the Shopify order are accurately reflected.

This integration not only saves time but also ensures that your customer data is always up to date in HubSpot, allowing for better customer relationship management.

Conclusion

In this tutorial, we explored how to integrate Shopify with HubSpot CRM using Pabbly Connect. This integration automates the process of creating contacts in HubSpot whenever a new order is placed in Shopify, enhancing efficiency and data management.