HubSpot and Shopify: Full Integration Guide

If you're running an eCommerce business, you've likely heard of both HubSpot and Shopify. HubSpot powers your marketing, CRM, and automation, while Shopify is your go-to for storefront, payments, and customer orders. But what happens when you connect the two? You get the ultimate tech stack for scaling revenue while keeping operations smooth and insights centralized.

In this article, we’ll break down how to fully integrate HubSpot with Shopify, the benefits of doing so, and how to make sure everything runs like clockwork.

Why Connect HubSpot and Shopify?

Running marketing and sales without proper integration is like driving with your eyes closed. By connecting HubSpot with Shopify, you unlock:

• Automated abandoned cart emails

• Accurate customer segmentation for email marketing

• Sales performance analytics tied directly to marketing

• Customer journey tracking from ad click to repeat sale

According to Shopify’s ecosystem reports, merchants who use automation tools like HubSpot see a significant increase in conversion rates and customer retention.

How to Set Up HubSpot-Shopify Integration (Step-by-Step)

Step 1: Install the Native Integration

HubSpot provides a native Shopify integration, which you can find in the HubSpot App Marketplace. Here’s how:

1. Go to your HubSpot account.

2. Navigate to Marketplace > App Marketplace.

3. Search for “Shopify.”

4. Click Install App and follow the authorization prompts.

5. Log in to your Shopify account to connect it securely.

This native integration syncs customers, products, orders, and deals automatically between platforms.

Step 2: Configure Your Data Sync Settings

Once installed, you’ll want to:

• Choose which properties to sync (e.g. email, purchase history).

• Set trigger events for automation (e.g. new order, abandoned cart).

• Map Shopify fields to HubSpot contact, company, and deal properties.

Make sure to enable line item sync if you want detailed product info in your deal records.

Step 3: Set Up Automation

Use HubSpot’s workflow builder to automate:

• Welcome emails for new customers

• Abandoned cart reminders

• Product upsell emails post-purchase

• Re-engagement campaigns for inactive customers

You can build these using Shopify order status as the enrollment trigger.

Step 4: Build Ecommerce Dashboards in HubSpot

Using Shopify data, you can now build dashboards in HubSpot that include:

• Average Order Value (AOV)

• Customer Lifetime Value (CLV)

• Top-converting campaigns

• Repeat purchase rates

This data helps your marketing and sales teams focus on what really drives revenue.

Real-World Use Case

Let’s say you're a fashion brand on Shopify. After connecting to HubSpot, you notice that customers who buy shoes are more likely to return than those who buy accessories. You set up a workflow to send tailored follow-up emails to shoe buyers and offer a 10% discount on their next purchase.

After 3 months, your repeat purchase rate improves by 17%. That’s the power of data-driven automation.

Pro Tips for Success

• Use HubSpot Lists to segment customers by product, order value, or frequency.

• Integrate Google Ads and Meta Pixel into HubSpot for better ad tracking.

• Use Zapier for custom automation not supported natively.

And if you're ready to take your integration beyond the basics, consider a custom setup with CRM Magnetics — we specialize in deeply tailored solutions that grow with your store.

Final Thoughts

Combining HubSpot’s marketing and CRM power with Shopify’s robust eCommerce engine gives you unmatched control over customer data, personalization, and growth. Whether you’re just starting or scaling a $10M+ store, this integration is the bridge between marketing intent and sales success.

At CRM Magnetics, we help companies design and implement custom objects that align with their workflows, reporting needs, and long-term growth.

Get in touch if you're ready to turn HubSpot into a CRM that mirrors your business — not the other way around.