Hubspot is an all-in-one sales and marketing platform. It’s extensive features include marketing automation workflows, blast email sending, list building, a content manager, a CRM, sales automation, and live chat among other things.
Now that Hubspot is connected to Mesa, you can trigger an automation in Mesa when a contact, company, or deal is created or updated. That means that when a Hubspot contact is created, Mesa can syndicate it in Shopify. Or when a deal is created in Hubspot, Mesa can create a draft order in Shopify.
Mesa can also create, update, retrieve or delete contacts, companies, and deals in Hubspot. Additionally, a Mesa workflow can associate a company or deal with a contact or customer. So when a sale is made in Shopify, Mesa can create a deal and then associate that deal with a contact. Or when a shipment is delayed, Mesa can update the contact with that information.
Get Started with Hubspot and Mesa
Follow these simple instructions to get connected in a matter of minutes:
- Install Mesa on your Shopify store
- Sign up for Hubspot, if you don’t already have an account
- You can jump straight into Mesa’s visual builder
- Or jumpstart your automation using a pre-made template
Get notified of new workflow templates and learn how other Shopify merchants are leveraging automation to fuel growth
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