# Connect Claude to HubSpot and automate your tasks

## Why integrate Claude with HubSpot

The Claude to HubSpot integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

### Generate product content from your Shopify catalog automatically

When a product is created or updated in Shopify, MESA passes the details to Claude and writes a ready-to-use description, title, or meta tag. Your catalog stays populated with quality content without a writer producing every piece from scratch.

### Summarize customer and order context before your team responds

When a customer reaches out, places a high-value order, or shows a churn signal, MESA passes the relevant Shopify data to Claude and delivers a plain-English summary to your team through Slack or your support tool. Your team acts on context, not raw data.

### Classify and route orders using AI judgment

When an order arrives with ambiguous or complex details — a custom request, an unusual product combination, an edge case your rules don't cover — MESA passes it to Claude to classify and determine the right workflow. Your order routing handles the unexpected without a rule for every scenario.

### Keep HubSpot contacts current as customers shop in Shopify

When a customer places an order, updates their details, or hits a lifecycle milestone in Shopify, MESA updates their HubSpot contact record automatically. Your CRM reflects who your customers are right now without a manual sync or scheduled export.

### Create HubSpot deals from Shopify wholesale and B2B orders

When a qualifying order comes in — a wholesale account, a high-value purchase, a first-time B2B customer — MESA creates a deal in HubSpot with the order details already attached. Your sales team follows up with context, not just a name.

### Trigger HubSpot workflows from Shopify customer behavior

When a customer crosses a spend threshold, earns a loyalty tier, or shows a churn signal in Shopify, MESA sends the event to HubSpot and starts the right sequence. Your CRM automation runs on live commerce signals, not just form fills and email opens.

## Build any Claude and HubSpot automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

###### Company Created

Starts when a company is created.
- ID
- Properties
- Created At
- Updated At
- Archived

###### Company Updated

Starts when a company is modified.
- ID
- Properties
- Created At
- Updated At
- Archived

###### Contact Created

Starts when a contact is created.
- ID
- Properties
- Created At
- Updated At
- Archived

###### Contact Updated

Starts when a contact is modified.
- ID
- Properties
- Created At
- Updated At
- Archived

###### Deal Created

Starts when a deal is created.
- ID
- Properties
- Created At
- Updated At
- Archived

###### Deal Updated

Starts when a deal is modified.
- ID
- Properties
- Created At
- Updated At
- Archived

###### Invoice Created

Starts when an invoice is created.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

###### Invoice Updated

Starts when an invoice is modified.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

###### Line Item Created

Starts when a new product or service is added to a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

###### Line Item Updated

Starts when a product or service on a deal, invoice, quote, or subscription in HubSpot is modified. Note: This is not related to line items in Shopify orders.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

###### Note Created

Starts when a note is created.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

###### Note Updated

Starts when a note is modified.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

###### Product Created

Starts when a product is created.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

###### Product Updated

Starts when a product is modified.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

###### Ticket Created

Starts when a ticket is created.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

###### Ticket Updated

Starts when a ticket is modified.
- Archived
- Created At
- Updated At
- ID
- Properties
- URL

## Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

### Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

### Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

### Ongoing optimization

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

### Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST.

## Integrate Claude with HubSpot today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

MESA AI assistant

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Describe your task...

You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.