Connect HubSpot to OPTIS Product Options and automate your tasks

MESA's HubSpot to OPTIS Product Options integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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★★★★★ 4.9 rating on Shopify App Store

Why integrate HubSpot with OPTIS Product Options

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

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.

Keep production in sync with cart edits

When a customer revises their options on the cart page, MESA updates the corresponding order note or production record before it reaches your team. No orders move forward with outdated specs.

Route uploaded files to the right production team

When a customer uploads a PSD, PDF, or image file, MESA reads the file type and sends the order to the correct workflow — print prep, digital production, or manual review. Every file reaches the right hands.

Apply B2B and locale rules to option orders

OPTIS works natively with Shopify B2B and multi-language storefronts. MESA uses the customer's account type and storefront language to apply the correct pricing, fulfillment, and approval rules automatically.

Build any HubSpot and OPTIS Product Options 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.

Order Created

Starts when a Shopify order with line item details is created.

• Fields
  • Variant ID
  • Quantity
  • Title
  • Sku
  • Price
  • Properties
  • Applied Discount

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

Integrate HubSpot with OPTIS Product Options today.

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