# 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 No orders move forward with outdated specs.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.

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

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