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How to Sync Customer Details and Contact between Shopify and HubSpot?

The miniOrange HubSpot Shopify Sync app facilitates seamless integration between Shopify and HubSpot. The app provides synchronization of customer and contact information. This integration simplifies the management of customer data, ensuring that relevant information is accurately and efficiently transferred between HubSpot and Shopify.

With this integration of Shopify and HubSpot, businesses can effortlessly sync customer data from Shopify to HubSpot and vice versa. For instance, when a new customer is added or updated in Shopify, the app automatically transfers essential details such as contact information, preferences, and custom properties to HubSpot. This eliminates the need for manual entry, ensuring that both platforms are consistently updated with the latest customer details.

Our app goes a step further by allowing you to create automation workflows with filters. These filters enable you to specify conditions for data synchronization, ensuring that the sync only occurs when particular criteria are met. This level of customization puts you in control of the data flow between Shopify and HubSpot, aligning the integration with your specific needs.

In summary, the miniOrange HubSpot Shopify Sync app streamlines the synchronization of customer and contact information between Shopify and HubSpot, providing automation options and reducing the reliance on manual data management.

Pre-requisites : Signup and Login

Go to https://cloudappstaging.xecurify.com/log-in to sign up or log in to your account. You can log in quickly with your Google, Apple, or Microsoft account, or manually with your email address and password.

Sync Customer details and Contacts between Shopify and HubSpot

You can create a new sync connection after logging in successfully.

Connect your Shopify and HubSpot account

Click on the Get Started to create a new connection.

You will be prompted to fill out the four-steps form to begin the sync.

Shopify to HubSpot Customer / Contact
HubSpot to Shopify Customer / Contact

Step 1: Select App

Fill in the Connection name (as per your liking), Source App, and Destination App.
Click Save & Next to proceed further.

Choose Customer & Contact and Click on the Next button.

Step 2: Authorize Connection

You need to authorize your source and destination accounts, between which you want to enable the sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.

In our case, the source is Shopify, so here is how you can authorize a Shopify store, as shown below.

To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain of your store, as seen in the image below.
Click on the Authorize button.

This will redirect you to your Shopify store, where you can install our app. After installing the app, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

Next, authorize the destination account; in our case, the destination is HubSpot. Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.

Now click the connect app button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

Select the authorized portal from the drop-down list and click the Save & Next button.

Step 3: Attribute Mapping

To map source properties with destination properties. Our app directly pulls all the properties and attributes of your connected source account and destination account, which you can choose from the attributes dropdown that you want to sync for your selected object between both apps.

On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.

In our case, we have chosen Customer / Contact as the object type, so accordingly, the required attribute is already selected on the destination side. So for basic sync, we need to map that required attribute to the source attribute.

For further mapping, click on the Add button and map the attribute you want to sync from source to destination.

Map the attribute that you want to sync and click on the Save & Next button.

Step 4: Save and Publish

After mapping the attributes, you will see this page. Click on the Save & Publish button to launch your connection and start real-time sync between connected apps.

Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.

To test the sync, let’s create a customer in your Shopify account.

Now, check your HubSpot; a new contact is created or an existing one linked already will be updated.

Step 1: Select App

Fill in the Connection name (as per your liking), Source App, and Destination App.
Click Save & Next to proceed further.

Choose Customer & Contact and Click on the Next button.

Step 2: Authorize Connection

In our case, the source is HubSpot, so here is how you can authorize a HubSpot, as shown below.

Click on the Add New button to authorize your HubSpot account, and you will see a pop-up window as shown below. Select the portal you want to connect to and click the Choose Account button.

Now click the Connect App button; the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

Select the authorized portal from the drop-down list and click on the Save & Next button.

In our case, the destination is Shopify, so here is how you can authorize a Shopify store, as shown below.

To add a new Shopify store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain of your store, as seen in the image below. Next, click the Authorize button.

You will be redirected to your Shopify store, where you can install our app. After installing the app, the pop-up window will close automatically, and you will see your authorized store in the drop-down list, as shown in the below image.

Step 3: Attribute Mapping

On the destination side, by default, the necessary property that is needed to create the chosen object in the destination account is already selected there.

For further mapping, click on the Add button and map the attribute you want to sync from source to destination.

Map the attribute that you want to sync and click on the Save & Next button.

Step 4: Save and Publish

After mapping the attributes, you will see this page. Click on the Save & Publish button to launch your connection and start real-time sync between connected apps.

Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.

To test the sync, Go to your HubSpot portal and create a contact.

Now, check your Shopify store customer section; you will see a new customer is created or an existing one linked already will be updated.

Additional Resources

Need Help?

Mail us on hubspotsupport@xecurify.com for quick guidance(via email/meeting) on your requirement and our team will help you to select the best suitable solution/plan as per your requirement.