How it works

Follow these 2 simple steps to start creating HubSpot deals automatically from every new Shopify order

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures every new order placed in your Shopify store and kicks off the deal creation process in HubSpot, ensuring no sales opportunities slip through the cracks.

When a customer completes checkout in your Shopify store, this trigger automatically collects all the order details including customer information, order total, and order number. The trigger is pre-configured to monitor for new orders and doesn't require any setup from you. Once activated, it will capture order data like customer name, email, total price, and order number, then pass this information to the next step for processing.

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HubSpot Create Deal
App connector: HubSpot • Time to complete: 2 minutes
Why this matters: This action transforms your Shopify order data into a structured HubSpot deal record, giving your sales team immediate visibility into new revenue and customer activity.

This step takes the order information from Shopify and creates a corresponding deal in your HubSpot CRM. You'll need to connect your HubSpot account and configure the deal properties. The deal name will automatically combine the customer's first name, last name, and Shopify order number (like "John Smith #1001 Deal"), while the deal amount pulls directly from the order total. You can customize additional deal properties like pipeline stage, deal owner, or close date based on your sales process requirements.

Make it your own

Customize this workflow even further:

Set custom deal stages
Configure deals to enter specific pipeline stages based on order value, customer type, or product categories purchased.
Add customer contact creation
Extend the workflow to simultaneously create or update customer contact records in HubSpot with order history and preferences.
Include order line items as deal notes
Capture detailed product information from each order and add it as notes or custom properties on the HubSpot deal.
Connect to email sequences
Connect to email sequencesTrigger automated follow-up email campaigns in HubSpot based on the deal creation, sending thank you messages or product recommendations.

Frequently asked questions

Will duplicate deals be created if a customer places multiple orders?
No, each Shopify order creates one unique deal in HubSpot. If the same customer places multiple orders, you'll get separate deals for each order, which helps track individual transactions and revenue accurately.
Can I customize which HubSpot pipeline the deals are created in?
Yes, you can specify the pipeline and deal stage during setup. In the HubSpot Create Deal step, you can add pipeline and dealstage properties to route deals to your preferred sales pipeline.
What happens if a Shopify order is refunded or cancelled?
This workflow only triggers on order creation, so refunds or cancellations won't automatically update the HubSpot deal. You may want to create separate workflows to handle order updates or manually adjust deals when processing refunds.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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