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How to Sync Orders and Deals between Shopify and HubSpot?


The integration between Shopify and HubSpot using the miniorange HubSpot Shopify Sync app allows for seamless synchronization of orders and deals. This integration streamlines the process of managing customer orders and deals, ensuring that all relevant data is accurately and efficiently transferred between the two platforms.

With this integration, businesses can easily sync order data from Shopify to HubSpot as deal or HubSpot deal as an order in Shopify. This means that when a customer places an order on Shopify, all the relevant information, such as customer billing and shipping details, line items information, tax company and even custom properties, is automatically transferred and recorded in HubSpot. This eliminates the need for manual data entry and ensures that both platforms are always up to date with the latest order information.

Our app also provides you to create automation workflows to add filters when to sync the data, so only if those conditions are fulfilled, the sync will go through. This helps you to control the data flow between apps as per your need.


miniorange img 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 Orders and Deals between Shopify and HubSpot
  • You can create a new sync connection after logging in successfully.

miniorange img  Connect your Shopify and HubSpot account

  • Click on the Get Started Now to create a new connection.
  • Sync Customer details and Contacts between Shopify and HubSpot
  • You will be prompted to fill out the four-steps form to begin the sync.


Step 1: Select App

  • Fill in the Connection name (as per your linking), Source App, and Destination App.
  • Click Save & Next to proceed further.
  • Sync Orders and Deals between Shopify and HubSpot
  • Choose whether to sync Order/Deal or Customer/Contact and Click on the Next button.
  • Sync Orders and Deals between Shopify and HubSpot

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.

    Sync Orders and Deals between Shopify and HubSpot
  • 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.
  • Sync Orders and Deals between Shopify and HubSpot
  • 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.
  • Sync Orders and Deals between Shopify and HubSpot
  • 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.
  • Sync Orders and Deals between Shopify and HubSpot
  • 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.
  • Sync Orders and Deals between Shopify and HubSpot
  • Select the authorized portal from the drop-down list and click the Save & Next button.
  • Sync Orders and Deals between Shopify and HubSpot

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 Order 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.
  • Sync Orders and Deals between Shopify and HubSpot
  • Map the attribute that you want to sync and click on the Save & Next button.
  • Note:   For order sync, we have an associated object line item and Customer

      For associate line items : If we have a product with the SKU ("sku123") in our Shopify account and another product with the same SKU ("sku123") on HubSpot's end, then we associate that product id with line item; otherwise, we create line item without product id.

      For associate users : If the user already exists in HubSpot, it will be associated with the deal; if it does not exist, we will create it in HubSpot before associating it with the deal.


    Sync Orders and Deals between Shopify and HubSpot

Step 4: Save and Publish

  • After mapping the attributes, you will see this page. Click on the Save & Finish button to launch your connection and start real-time sync between connected apps.
  • Sync Orders and Deals between Shopify and HubSpot
  • 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.
  • Sync Orders and Deals between Shopify and HubSpot
  • To test the sync, let’s create an order in your Shopify account.
  • Sync Orders and Deals between Shopify and HubSpot
  • Now, check your HubSpot; a new deal is created or an existing one linked already will be updated.
  • Sync Orders and Deals between Shopify and HubSpot

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.

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