How it works

Follow these 4 simple steps to create HubSpot contacts and deals when new customers sign up in your Shopify store

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Customer Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step monitors your Shopify store for new customer registrations and kicks off the entire workflow when someone creates an account.

The trigger activates whenever a customer creates a new account in your Shopify store, capturing their profile information including name, email, and contact details. This step runs automatically once you activate the workflow - no configuration needed from you. When a new customer registers, it immediately passes their data to the next steps to create corresponding records in HubSpot. The trigger ensures you never miss a new customer signup and can start nurturing them right away in your CRM.

HubSpot Create Contact
App connector: HubSpot • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step transforms your Shopify customer data into a properly formatted HubSpot contact record with all the essential information for future marketing and sales activities.

The step automatically creates a new contact in HubSpot using the customer's email, first name, and last name from their Shopify profile. You'll need to connect your HubSpot account if you haven't already, but the field mapping is pre-configured to match standard contact properties. The email field serves as the unique identifier to prevent duplicate contacts, while the name fields populate the contact's display name in HubSpot. Once created, the contact record gets passed to the next step along with its unique HubSpot ID for deal association.

HubSpot Create Deal
App connector: HubSpot • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step creates a sales opportunity record in HubSpot that represents the potential business value from your new customer, giving your sales team a structured way to track and nurture the relationship.

The step generates a new deal in HubSpot with the deal name automatically formatted as the customer's full name plus "Deal" (for example, "John Smith Deal"). The deal gets created in your default pipeline stage, ready for your sales team to qualify and move through your sales process. You can customize the deal name format or add additional properties like deal amount or source if needed. The newly created deal record includes a unique ID that gets used in the final step to connect it with the customer's contact record.

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HubSpot Contact Association Update
App connector: HubSpot • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step links the newly created contact and deal records together in HubSpot, so your sales team can see the complete customer relationship and contact history when working the deal.

The step creates an association between the contact and deal using their respective HubSpot IDs from the previous steps. The association type "4" represents the standard contact-to-deal relationship in HubSpot's system, which displays the contact as the primary contact for the deal. This connection allows your sales team to access the customer's contact information, communication history, and profile details directly from the deal record. Without this association, the contact and deal would exist as separate, unconnected records in your CRM.

Make it your own

Customize this workflow even further:

Set custom deal properties
Configure additional deal fields like deal amount, lead source, or expected close date to give your sales team more context when following up with new customers.
Add customer segmentation tags
Include steps to tag contacts based on their Shopify customer data like location, marketing consent, or account creation date for better targeting in your marketing campaigns.
Send notification emails to your team
Connect email or Slack steps to alert your sales team immediately when high-value customers register, so they can prioritize outreach efforts.
Sync with your email marketing platform
Chain additional steps to add new customers to specific email sequences in platforms like Mailchimp or Klaviyo based on their signup behavior or customer attributes.

Frequently asked questions

Will this create duplicate contacts if a customer already exists in HubSpot?
No, HubSpot uses the email address as a unique identifier, so if a contact with that email already exists, it will update the existing record instead of creating a duplicate. The deal will still be created and associated with the existing contact.
What happens if the contact creation fails but the deal creation succeeds?
If the contact step fails, the workflow stops there and won't create the deal or association. MESA's error handling prevents orphaned records by only proceeding to the next step if the previous one completes successfully.
Can I customize which HubSpot pipeline the deals get created in?
Yes, you can modify the deal creation step to specify a particular pipeline ID and stage. By default, deals are created in your account's default pipeline, but you can configure this in the step settings to match your sales process.
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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