Shopify HubSpot Integration Services

Does the native HubSpot Shopify sync do what your sales and marketing teams need? Shero syncs customers, companies, products, orders and abandoned carts into HubSpot, maps variants and metafields to custom properties, and creates cart recovery and repeat-purchase workflows on real order data.

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16+

Years in business

500+

Projects Delivered

65+

Team Members

98%

Client Retention

HubSpot

Shopify and HubSpot fixes for IBE

For Invisible Bead Extensions we fixed the Shopify and HubSpot tags and tracking, moved HubSpot forms into Shopify pages and created HubSpot landing pages. We check the same things on your sync.

Email

How HubSpot matches Shopify customers

HubSpot's Shopify Data Sync matches contacts by email address, so the same shopper with two emails becomes two contacts. We review your contact list before the first sync and set rules for guest orders.

1 way

Orders sync from Shopify to HubSpot only

With HubSpot's Data Sync, orders go one way, from Shopify into HubSpot. Changes made to an order in HubSpot do not go back to Shopify, so we set up your team's process around that. Marketing automation is available as its own service.

Shopify Plus

Needed to sync companies to HubSpot

HubSpot's Data Sync only syncs Shopify companies for stores on Shopify Plus. On other plans, B2B buyers come over as contacts, and we set up the company associations in HubSpot.

"This has been the most impressive vendor partnership I have experienced. Every meeting felt purposeful, every milestone was clear, and the process was incredibly well-supported from start to finish."

Kendra Borkholder, Operations Support, GEN-Y Hitch

What the Shopify HubSpot integration covers

HubSpot's native Shopify Data Sync connects your store to HubSpot CRM, syncing customers, orders, products, and abandoned cart events within about 10 minutes of a change. It is free across all HubSpot plans, installs directly from the HubSpot marketplace, and is officially supported by both platforms. Shero configures the integration beyond the default settings: lifecycle stage mapping, deduplication rules, custom field mapping, and marketing automation alignment, so your HubSpot data reflects actual customer behavior.

Native connector configuration
Lifecycle stage mapping
Deduplication and identity resolution
Abandoned cart automation setup
Custom field mapping
Multi-store configuration

Compared on	Shero Commerce	HubSpot's Data Sync for Shopify	Zapier between Shopify and HubSpot	A freelance HubSpot consultant
Sales and marketing working off one contact	We set one owner rule per field so sales and marketing agree.	Syncs contacts and orders with set field mappings.	Each step is set up and kept up by your team.	Can set rules; often knows HubSpot better than Shopify.
Workflows for first order, repeat order and lapsed buyers	We set up HubSpot workflows for first, repeat and lapsed buyers.	Brings in the data; workflows are yours to create.	Can trigger workflows, with a step per event.	Sets up workflows on hourly time.
Moving records from your old CRM into HubSpot	We migrate old CRM records and match them to Shopify customers.	Handles Shopify data only.	Not made for moving years of history in bulk.	Imports CSVs; matching is often manual.
Paying for marketing contacts you don't email	We sync only the contacts you mark as marketing, to control HubSpot cost.	Filters exist; someone has to set them.	Adds a contact each time an event fires.	Sets filters if you ask for it.
How you pay	Paid discovery, then an accurate estimate.	Included with HubSpot; seats and contacts cost extra.	Zapier plan priced by tasks.	Hourly, often billed monthly.

Shero Commerce

Sales and marketing working off one contact We set one owner rule per field so sales and marketing agree.

Workflows for first order, repeat order and lapsed buyers We set up HubSpot workflows for first, repeat and lapsed buyers.

Moving records from your old CRM into HubSpot We migrate old CRM records and match them to Shopify customers.

Paying for marketing contacts you don't email We sync only the contacts you mark as marketing, to control HubSpot cost.

How you pay Paid discovery, then an accurate estimate.

Compared with

HubSpot's Data Sync for Shopify

Sales and marketing working off one contact Syncs contacts and orders with set field mappings.

Workflows for first order, repeat order and lapsed buyers Brings in the data; workflows are yours to create.

Moving records from your old CRM into HubSpot Handles Shopify data only.

Paying for marketing contacts you don't email Filters exist; someone has to set them.

How you pay Included with HubSpot; seats and contacts cost extra.

Zapier between Shopify and HubSpot

Sales and marketing working off one contact Each step is set up and kept up by your team.

Workflows for first order, repeat order and lapsed buyers Can trigger workflows, with a step per event.

Moving records from your old CRM into HubSpot Not made for moving years of history in bulk.

Paying for marketing contacts you don't email Adds a contact each time an event fires.

How you pay Zapier plan priced by tasks.

A freelance HubSpot consultant

Sales and marketing working off one contact Can set rules; often knows HubSpot better than Shopify.

Workflows for first order, repeat order and lapsed buyers Sets up workflows on hourly time.

Moving records from your old CRM into HubSpot Imports CSVs; matching is often manual.

Paying for marketing contacts you don't email Sets filters if you ask for it.

How you pay Hourly, often billed monthly.

01

Broken revenue attribution is the most common HubSpot Shopify problem

HubSpot may credit revenue to the integration itself or count order values twice when orders sync incorrectly. This happens when order and attribution settings are not configured before the integration is turned on, or when guest checkout creates Contacts that do not match existing records. Shero configures attribution settings and the Shopify order sync before any data flows.

02

Lifecycle stages only work when they are mapped before sync starts

HubSpot lifecycle stages (Lead, Customer, etc.) should update automatically when a Shopify order is placed. When lifecycle stage mapping is skipped, all Shopify customers reach HubSpot at the same stage regardless of purchase history. Shero maps lifecycle transitions to Shopify purchase events during setup so segmentation and automation work from day one.

03

Custom field mapping requires Data Hub Starter

The native Shopify Data Sync does not support custom field mapping on the free HubSpot plan. Syncing Shopify tags, metafields, or non-standard customer properties into HubSpot custom properties requires at least a Data Hub Starter subscription. Shero confirms your HubSpot plan covers the field mapping you need before the integration design is finalised.

04

Abandoned cart automation needs correct sequence timing

Abandoned cart flows are among the highest-value automations for Shopify brands. HubSpot receives cart abandonment events from Shopify within minutes, but the recovery sequence timing, offer logic, and suppression rules for existing customers all need to be configured. Shero sets up the full abandoned cart sequence alongside the integration configuration. Shero also sets up email and SMS connections for integrations that span multiple systems.

05

Multi-store brands need separate pipelines and property sets

HubSpot supports multiple Shopify stores on one account, but each store's orders and customers need separate pipelines and tracking to avoid mixing data across brands. Shero configures store-specific pipelines and property groups so reporting reflects each store's performance accurately.

06

Shopify metafields are not supported by the native sync

The native HubSpot Shopify connector does not sync Shopify metafields. Brands that store B2B account data, product attributes, or custom customer properties in metafields need either a middleware layer or a custom API connection to get that data into HubSpot. Shero scopes the right approach based on what metafield data you need in your CRM.

Parenting education

Kajabiclasses bought on Shopify open the matching Kajabi course automatically

Help Scoutclass history synced to support records for every customer

Taking Cara BabiesShopify

Read the case study

Education and nonprofit

Dynamics 365customers, products, pricing, orders and events synced with the store

VitalSourcedigital course materials connected

CCL - Center for Creative LeadershipMagento

Read the case study

Baby Sleep Courses

Taking Cara Babies

Since 2013, Taking Cara Babies has helped parents build better sleep routines. With a custom CMS holding back growth and plans to sell physical products, they chose Shopify Plus and brought in Shero Commerce to handle a complex migration, unifying physical and digital sales on one platform.

Taking Cara Babies

Leadership Education

CCL - Center for Creative Leadership

Shero moved the Center for Creative Leadership, a global nonprofit, from iApps to Magento 2. We integrated Microsoft Dynamics 365 and VitalSource, set up international selling, and improved the store and checkout on every device.

CCL - Center for Creative Leadership

Musical Instruments

Alto Music

Alto Music, a longtime music retailer with loyal customers, collaborated with Shero to switch from Magento 2 to Shopify. They successfully maintained their popular Altobucks loyalty program while moving to a more user-friendly and cost-efficient platform. The transition ensured all loyalty benefits remained intact, and they achieved a 40% reduction in ongoing maintenance expenses.

Alto Music

Movie Theaters

Regal Cinemas

One of the largest cinema chains in the US, Regal Cinemas, partnered with Shero to migrate from Magento to Shopify, building a 100%Credit-based checkout logic replicated in a custom Shopify app, loyalty reward redemption, Vista Cloud integration, and automated corporate gifting workflows across two distinct eCommerce platforms. As a result, they achieved over 40% faster page load time.

Regal Cinemas

Set up right the first time

App problems usually come from a rushed install: missing data, theme conflicts and scripts that slow the store. We set it up, connect the data and check the speed.

Data connected
Customer, order and product data synced both ways with Shopify.
Theme ready
Widgets and blocks placed in your theme without breaking the layout.
Speed checked
Scripts reviewed so the app does not drag down Core Web Vitals.
Hand off
Your team trained on the settings that matter.

Ready to connect Shopify and HubSpot?

Get a quote

01

Discovery: HubSpot audit
We count duplicate contacts and check how Shopify orders show up as orders or deals in your HubSpot today, in recorded workshops.
02

Mapping: lifecycle
Lifecycle stages and pipeline stages are mapped to Shopify events like first order and repeat order.
03

Develop: duplicates and properties
Contacts are matched by email and old duplicates are merged before the new sync starts. Shopify fields you need get custom HubSpot properties through Data Sync mappings on a paid Data Hub tier.
04

Testing and UAT
We compare HubSpot order revenue against Shopify sales for the same days to confirm nothing double counts, and you sign off in UAT.
05

Launch
We switch on the sync, watch the first orders arrive in HubSpot, and stay close for 2 to 4 weeks of hypercare.

Frequently asked questions.

Can't find what you're looking for? Reach out to our team.

01

Is the HubSpot Shopify integration free?

02

Does the native HubSpot integration sync Shopify metafields?

03

We installed the HubSpot Shopify app but our revenue data looks wrong. What happened?

Wrong revenue attribution in HubSpot usually comes from contact matching or attribution settings that were not set before sync was enabled, or from HubSpot crediting revenue to the integration source instead of the original traffic channel. Shero audits your current HubSpot setup, corrects the order sync and attribution configuration, and verifies revenue accuracy before any changes go live.

04

Can we use HubSpot for B2B Shopify customers?

HubSpot works for B2B Shopify customers, but B2B requires additional configuration. Shopify B2B company accounts need to map to HubSpot Companies, with buyer contacts associated to the correct Company record. The native sync defaults to flat Contact records. Shero maps the B2B account hierarchy to HubSpot's Company and Contact model so your sales team has full account context in their CRM.

05

How is HubSpot different from Salesforce for a Shopify integration?

HubSpot has a native Shopify connector that installs in minutes and is free across all HubSpot plans. Salesforce requires a third-party App Store connector or iPaaS middleware and involves more complex object mapping. HubSpot is a better fit for small to mid-market brands that want CRM, marketing, and support in one platform. Salesforce is better suited to enterprise operations with complex sales pipelines and custom CRM configuration.

06

What happens to our HubSpot contacts when we change our Shopify setup?

Changes to Shopify customer data, product catalogue, or store configuration can affect how data arrives in HubSpot. Adding a new Shopify store, changing customer tags, or migrating from one Shopify plan to another all need to be reflected in the HubSpot integration configuration. Shero maintains integration documentation so changes on either platform can be assessed for impact before they go live.

What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

Benchmade Knife Co.

"Working with Shero Commerce for the past three years has been a game-changer for our B2B eCommerce business.Their expertise in email marketing, website support, and eCommerce strategy has significantly improved our online presence and optimized our B2B operations.The team’s dedication to our success is evident, and we’re excited to continue our partnership with them. If you’re looking for a reliable and results-driven eCommerce agency, look no further than Shero."

Joe Prebich

VP of Marketing / Benchmade Knife Co.

Event Network

"Working with Shero has been an exceptional experience. Their team’s dedication to innovation, attention to detail, and commitment to delivering outstanding results is truly commendable. Shero’s expertise has been instrumental in achieving our goals, and I highly recommend their services to anyone seeking excellence in their projects."

Rene Davis

Director of Digital Commerce / Event Network

Cloré Beauty Supply

"Working with Shero Commerce on our Shopify project was an absolute pleasure. Their team demonstrated exceptional expertise and professionalism throughout the entire process. They seamlessly transformed our vision into a stunning and user-friendly online store. Since the launch, our website has been stable, and we couldn’t be happier with the results. We highly recommend Shero Commerce for any Shopify project!"

Clemens Kim

COO / Cloré Beauty Supply

Memphis Drum Shop

"Working with the Shero team was professional, efficient, and inspiring. The Shero development team was extremely competent and provided solid solutions for our needs, as well as addressing any bugs or issues that arose during the process. Working with Shero exclusively through video technology was a new concept for our team that forced us to embrace modern methods of communication that will likely benefit our future relationships and business endeavors."

Shaun Carman

eCommerce Manager / Memphis Drum Shop

And you?

Let's build something great together.

Ready to scale your eCommerce business? Tell us about your project and we'll get back to you within 24 hours.

Email

[email protected]

Locations

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Shopify HubSpot Integration Services

What the Shopify HubSpot integration covers