Convert Shopify Draft Orders to HubSpot Deals

When any draft order is created in Shopify—whether you're building a custom quote for a wholesale customer, creating a proposal for a sales consultation, or preparing an invoice for manual payment—this trigger captures the complete draft order details including customer information, line items, and total value. The trigger watches your store continuously and passes the draft order data to the next step immediately after creation.

You'll configure two critical fields: the pipeline and deal stage. The pipeline is your sales process (like "Sales Pipeline" or "Wholesale Pipeline"), and the deal stage is where this quote should start (like "Qualified," "Proposal Sent," or "Quote Created"). The deal name automatically combines the customer's first and last name, the draft order name (like "#D1234"), email, and order ID for easy identification. The deal amount uses the draft order's total price directly from Shopify.

The step queries HubSpot's contact database filtering by email address using the draft order's email. It limits the search to return just 1 contact since email addresses should be unique. If a matching contact exists, it returns the contact ID needed to create the association; if no contact exists, the search returns empty and the workflow branches to create a new contact instead.

The step checks if the search results from Step 3 "is not empty." If a contact was found, the workflow continues down this path to create the deal-to-contact association using the existing contact ID. If no contact exists (results are empty), this path stops and the workflow routes to Path 2 instead to create a new contact.

The step creates an association between the contact found in Step 3 and the deal created in Step 2. It uses association type "4" which is HubSpot's standard code for contact-to-deal relationships. The contact ID comes from the search results, and the deal ID comes from the deal creation step. This association makes the deal appear on the contact's record in HubSpot and vice versa.

The step checks if the search results from Step 3 "is empty." If no contact was found (customer is new to HubSpot), the workflow continues down this path to create a new contact record with the draft order customer information. If a contact already exists (Path 1 handled it), this path stops.

The step creates a new HubSpot contact using the customer information from the Shopify draft order. It populates the email, first name, and last name fields with data from the draft order's customer record. This creates a basic contact record in HubSpot that can be enriched later as your team learns more about the customer or as they interact with your business.

The step creates an association between the newly created contact from Step 8 and the deal from Step 2. It uses the same association type "4" for contact-to-deal relationships. The contact ID comes from the contact creation step, and the deal ID comes from Step 2. This makes the deal visible on the new contact's record and provides full context for sales follow-up.