How it works
Follow these 6 simple steps to automate this task automatically.
HubSpot Contact is created
The workflow triggers when a contact in HubSpot is updated, checking for new or modified contact details.
Time to complete: 1 minute
Check for existing Shopify customer
Searches Shopify’s customer database to see if a customer already exists with the same email address.
Time to complete: 1 minute
Check for exact email match
Runs a custom script to ensure the email from HubSpot matches exactly with an existing Shopify customer.
Time to complete: 1 minute
Create new customer in Shopify
A new Shopify customer profile is created using the HubSpot contact details if no matching customer exists.
Time to complete: 1 minute
Terminate process if new customer was created
Ends the workflow after creating a new customer, preventing unnecessary updates to Shopify.
Time to complete: 1 minute
Update existing Shopify customer
If the customer already exists, their profile is updated with the latest details from HubSpot.
Time to complete: 1 minute
Make it your own
Customize this workflow even further:
Set custom delays
Schedule actions to trigger after a set time period, such as sending follow-up emails 3 days after an event.
Chain multiple actions
Connect several steps together in one workflow, like tagging data, updating records, and notifying your team simultaneously.
Store data in tables
Save order details, customer preferences, or custom metrics in your own database for reference and reporting.
Deploy AI agents for smart decisions
Let AI agents evaluate complex scenarios and choose the right action path based on your defined rules.
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.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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