# Connect HubSpot to Tally and automate your tasks ## Why integrate HubSpot with Tally The HubSpot to Tally 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. ### Turn Tally form submissions into Shopify customer records When someone fills out a Tally form — an inquiry, an application, a pre-order request — MESA creates or updates their record in Shopify automatically. Your store knows about the customer before they ever place an order. ### Trigger Shopify workflows from form responses When a Tally submission meets a condition — a product preference, a budget range, a wholesale inquiry — MESA kicks off the right workflow in Shopify. Your forms become the starting point for automation, not just a data collection step. ### Route form submissions to the right person on your team When a Tally form comes in, MESA reads the responses and sends the details to the right channel — a Slack message, a ClickUp task, an email. The right person gets the context they need without anyone triaging submissions manually. ## Build any HubSpot and Tally 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. ###### Form Submitted Starts when a form is submitted. ###### 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 ###### Get List of Form's Questions Obtain a list of form's questions. - ID - Type - Title - Is Title Modified By User - Form ID - Is Deleted - Number Of Responses - Created At - Updated At - Fields ###### Get List of Form's Submissions Obtain a list of form submissions with their responses. - Answers - Response ID - Form ID - Submitted At - Respondent ID ###### Get List of Forms Obtain a list of forms. - ID - Name - Workspace ID - Status - Number Of Submissions - Is Closed - Created At - Updated At ###### Retrieve Form Grab all details about a form. - ID - Name - Workspace ID - Status - Number Of Submissions - Is Closed - Created At - Updated At ###### Retrieve Form Submission Grab all details about a form submission. - Answers - Response ID - Form ID - Submitted At - Respondent ID ###### Create Company Create a company. - Properties ###### Create Company Association Link a company to an existing contact or deal. ###### Create Contact Create a contact. - ID - Properties ###### Create Contact Association Link a contact to an existing company or deal. ###### Create Deal Create a deal. - Properties ###### Create Deal Association Link a deal to an existing company or contact. ###### Create Invoice Create an invoice. - Properties ###### Create Invoice Association Link an invoice to an existing company or contact. ###### Create Line Item Create a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders. - Properties ###### Create Line Item Association Link a line item to an existing company, contact, or deal. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders. ###### Create Note Create a note. - Properties ###### Create Note Association Link a note to an existing company or contact. ###### Create Product Create a product. - Properties ###### Create Ticket Create a ticket. - Properties ###### Create Ticket Association Link a ticket to an existing company or contact. ###### Delete Company Remove an existing company. ###### Delete Company Association Unlink a company from an existing contact or deal. ###### Delete Contact Remove an existing contact. ###### Delete Contact Association Unlink a contact from an existing company or deal. ###### Delete Deal Remove an existing deal. ###### Delete Deal Association Unlink a deal from an existing company or contact. ###### Delete Invoice Remove an existing invoice. ###### Delete Invoice Association Unlink an invoice from an existing company or contact. ###### Delete Line Item Remove an existing line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders. ###### Delete Line Item Association Unlink a line item from an existing company, contact, or deal. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders. ###### Delete Note Remove an existing note. ###### Delete Note Association Unlink a note from an existing company or contact. ###### Delete Product Remove an existing product. ###### Delete Ticket Remove an existing ticket. ###### Delete Ticket Association Unlink a ticket from an existing company or contact. ###### Get List of Companies Obtain a list of existing companies. - ID - Properties - Properties With History - Created At - Updated At - Archived - Archived At - Associations ###### Get List of Company Associations Obtain a list of existing contacts or deals associated with a company. - ID - Type ###### Get List of Contact Associations Obtain a list of existing companies or deals associated with a contact. - ID - Type ###### Get List of Contacts Obtain a list of existing contacts. - ID - Properties - Properties With History - Created At - Updated At - Archived - Archived At - Associations ###### Get List of Deal Associations Obtain a list of existing companies or contacts associated with a deal. - ID - Type ###### Get List of Deals Obtain a list of existing deals. - ID - Properties - Created At - Updated At - Archived - Archived At - Associations ###### Get List of Invoice Associations Obtain a list of existing companies or contacts associated with an invoice. - ID - Type ###### Get List of Invoices Obtain a list of invoices. - Next ###### Get List of Line Item Associations Obtain a list of existing companies, contacts, or deals associated with a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders. - ID - Type ###### Get List of Line Items Obtain a list of line items. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders. - Next ###### Get List of Note Associations Obtain a list of existing companies or contacts associated with a note. - ID - Type ###### Get List of Notes Obtain a list of notes. - Next ###### Get List of Products Obtain a list of products. - Next ###### Get List of Ticket Associations Obtain a list of existing companies or contacts associated with a ticket. - ID - Type ###### Get List of Tickets Obtain a list of tickets. - Next ###### Retrieve Company Grab all details about a company. - ID - Properties - Properties With History - Created At - Updated At - Archived - Archived At - Associations ###### Retrieve Contact Grab all details about a contact. - ID - Properties - Properties With History - Created At - Updated At - Archived - Archived At - Associations ###### Retrieve Deal Grab all details about an existing deal. - ID - Properties - Created At - Updated At - Archived - Archived At - Associations ###### Retrieve Invoice Grab all details about an invoice. - ID - Properties - Properties With History - Created At - Updated At - Archived - Archived At - Associations ###### Retrieve Line Item Grab all details about a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders. - ID - Properties - Properties With History - Created At - Updated At - Archived - Archived At - Associations ###### Retrieve Note Grab all details about a note. - ID - Properties - Properties With History - Created At - Updated At - Archived - Archived At - Associations ###### Retrieve Product Grab all details about a product. - ID - Properties - Properties With History - Created At - Updated At - Archived - Archived At - Associations ###### Retrieve Ticket Grab all details about a ticket. - ID - Properties - Properties With History - Created At - Updated At - Archived - Archived At - Associations ###### Search for Company Search for an existing company. - Total - Results - Paging ###### Search for Contact Search for an existing contact. - ID - Properties ###### Search for Deal Search for an existing deal. - Total - Results - Paging ###### Search for Invoice Search for an invoice. - Total - Results - Paging ###### Search for Line Item Search for a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders. - Total - Results - Paging ###### Search for Note Search for a note. - Total - Results - Paging ###### Search for Product Search for an existing product. - Total - Results - Paging ###### Search for Ticket Search for an existing ticket. - Total - Results - Paging ###### Update Company Modify an existing company. - Properties ###### Update Contact Modify an existing contact. - ID - Properties ###### Update Deal Modify an existing deal. - Properties ###### Update Invoice Modify an existing invoice. - Properties ###### Update Line Item Modify an existing line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders. - Properties ###### Update Note Modify an existing note. - Properties ###### Update Product Modify an existing product. - Properties ###### Update Ticket Modify an existing ticket. - Properties ## Integrate HubSpot with Tally today. Enjoy a 7-day free trial. Get your first workflow in minutes.