Automatically Convert Shopify Draft Orders to HubSpot Deals
Use this template
100% fully customizable
Includes 7-day free trial
Live chat, email support
Setup services available
Easily track potential sales by automatically converting Shopify draft orders into HubSpot deals. This MESA workflow template creates a new HubSpot deal for each Shopify draft order and ensures accurate contact associations. If the Shopify customer already exists as a contact in HubSpot, MESA will link the deal to the contact. If the customer doesn’t exist, MESA will create the contact in HubSpot and then associate it with the deal. Streamline tracking, minimize manual input, and maintain a synchronized, up-to-date sales pipeline across platforms.
Frequently asked questions:
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.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How this template works:
A draft order is created
This workflow will trigger when a draft order is created in Shopify.
Send draft order to HubSpot Deal
Using HubSpot's API, the workflow sends the formatted data to create a new deal in the CRM.
Automatically Convert Shopify Draft Orders to HubSpot Deals
100% customizable. No code required.
Rated 4.8 out of 5 stars on the Shopify App Store
Use this templateLoved by 3k+ businesses worldwide
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
