Sound familiar?
What Shopify stores using HubSpot for marketing and sales tell us before a project starts.
- Our HubSpot contacts have no idea what anyone has bought.
- We export Shopify customers to a spreadsheet to build email lists.
- Wholesale buyers order in Shopify but the sales team works in HubSpot.
- The same customer shows up three times in HubSpot.
- We can't see revenue by campaign because orders never reach the CRM.
What we build
Each one is a working piece you can open and check when it's done.
Contacts matched by email
Shopify customers become HubSpot contacts, matched by email and merged with records from forms and ads, with the fields you choose kept in step.
CRM setup and lead pipelines API integrations and data syncOrders on the contact record
Each order appears on the contact with its products, value and status, so lists and workflows can use total spend, last order date or products bought.
CRM setup and lead pipelines QuickBooks, Xero and HubSpot integrationsLists and workflows on purchase data
Lists for first-time buyers, lapsed customers and big spenders, and workflows for follow-ups and win-back emails, built in HubSpot from the synced data.
n8n, Make and Zapier automation CRM setup and lead pipelinesWholesale as deals
Wholesale or B2B orders create or update HubSpot deals in their own pipeline, so the sales team sees them next to their other work.
CRM setup and lead pipelinesAlerts when a sync fails
A record that cannot sync goes to email or Slack with the Shopify reference and the cause, and can be replayed once it is repaired.
n8n, Make and Zapier automationReports on revenue by source
Dashboards that tie orders back to the campaign, form or ad that brought the customer in.
Dashboards and reportingThe two tools: Shopify, HubSpot.
Also connected on request: Shopify, HubSpot, Klaviyo, Google Sheets, Slack.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Win-back for lapsed customers
Example: a skincare brand wants HubSpot to email customers who have not ordered in ninety days, based on the last Shopify order date.
Shopify webhooks, HubSpot API, HubSpot workflowsExample project
Wholesale orders for the sales team
Example: a furniture maker takes trade orders through Shopify and wants each one as a HubSpot deal assigned to the account's rep.
Shopify Admin API, HubSpot deals APIExample project
Revenue by campaign
Example: an apparel shop wants a monthly report of Shopify revenue by the HubSpot campaign that first brought each customer in.
HubSpot reports, Shopify orders, Google SheetsQuestions people ask first
Isn't there already a native connector or app for this?
Connectors for Shopify and HubSpot exist, and for some businesses they are enough. We check yours first. If it fits, we set it up properly. If its limits are the problem, we build around them.
Will it change our existing data?
Only in the ways agreed. We test against a copy or a test account first and compare the results with yours before anything touches the live HubSpot.
Who owns what you build?
You do. It runs in your own Shopify and HubSpot accounts, and the notes we hand over explain how to change it.
How do we start?
Tell us what you want HubSpot to know about your buyers and how you use it today. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com