How it works

Follow these 2 simple steps to start syncing new Shopify customers directly into your HubSpot CRM

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Customer Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store and captures new customer registrations the moment they happen, providing the foundational data needed to create matching HubSpot contacts.

The trigger automatically activates whenever a new customer account gets created in your Shopify store, whether through account registration, checkout, or admin creation. It captures essential customer details including email address, first name, last name, and phone number. This step requires no configuration from you - it's pre-configured to monitor all customer creation events and will pass the customer data to the next step for processing. The trigger runs in real-time, so new customers appear in HubSpot within seconds of account creation.

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Send customer to HubSpot Contact
App connector: HubSpot • Time to complete: 2 minutes
Why this matters: This action takes the customer data from Shopify and creates a properly formatted contact record in HubSpot, maintaining consistent customer information across both platforms.

The action automatically maps key customer fields from Shopify to the corresponding HubSpot contact properties: email address, first name, last name, and phone number. You'll need to connect your HubSpot account through MESA's app integration if you haven't already - simply authorize access when prompted during setup.

The mapping is pre-configured to match standard contact fields in both systems, but you can customize which Shopify customer properties sync to HubSpot if needed.

Once activated, every new Shopify customer automatically appears as a new contact in your HubSpot CRM with all their basic information populated.

Make it your own

Customize this workflow even further:

Add conditional logic for VIP customers
Set up filters to only sync customers who meet specific criteria, like those with orders over a certain amount or from particular regions.
Include order history in contact properties
Extend the workflow to pull recent purchase data and populate custom HubSpot fields with order totals, product preferences, or purchase frequency.
Trigger follow-up sequences
Connect additional HubSpot actions to automatically enroll new contacts in welcome email sequences or assign them to specific sales pipelines based on customer segments.
Store customer data in MESA tables
Save detailed customer profiles in your own database for advanced reporting and create custom dashboards tracking customer acquisition across channels.

Frequently asked questions

What happens if a customer with the same email already exists in HubSpot?
HubSpot will update the existing contact record instead of creating a duplicate. The workflow uses email as the unique identifier, so existing customers who create new Shopify accounts will have their HubSpot contact information refreshed with any new details.
Will this sync customers created through Shopify POS or third-party apps?
Yes, the trigger captures all customer creation events in Shopify regardless of the source - whether they sign up online, get added through POS transactions, or are imported via apps. All new customer records flow through the same Shopify system this workflow monitors.
Can I customize which customer fields get synced to HubSpot?
Absolutely. While the template syncs basic contact information (email, first name, last name, phone), you can modify the HubSpot action to include additional Shopify customer fields like addresses, tags, or custom metafields by editing the contact properties mapping.
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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