Send a draft order to HubSpot Deals
Draft orders can be thought of as potential deals; therefore, keeping track of draft orders and their progress is extremely important. This template sends a draft order from Shopify and converts it into a HubSpot deal when a draft order is created. This reduces the effort to ensure that all information across your systems are the same.
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Workflow Steps
Step 1. Every time this happens…
A draft order is created
Step 2. Then…
Send draft order to HubSpot Deal
Loved by 1k+ brands using Shopify & Shopify Plus.
Frequently Asked Questions
- What is a template?
- Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
- Can I personalize a template?
- Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
- Can MESA handle the setup for me?
- Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How to get started
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