CRM Integration

60-120 minAdvanced

Syncing Orders and Customers to CRM.

Easy Recommended

Method 1: Native Integration (HubSpot)

Deep data sync (Orders, Abandoned Carts, Products).

1

Install App

1

Install 'HubSpot for Shopify' from Shopify App Store.

2

Connect HubSpot Portal.

3

Sync Settings: Choose 'One-way' (Shopify -> HubSpot) or 'Two-way' sync.

4

Outcome: When a user buys, a Deal/Contact is created in HubSpot with line item details.

Verification Checklist

  • Sync Check