Connect HubSpot to Yotpo Loyalty and automate your tasks

Why integrate HubSpot with Yotpo Loyalty

The HubSpot to Yotpo Loyalty 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 loyalty status current across your marketing and CRM tools

When a customer earns or redeems points in Yotpo Loyalty, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Enroll customers in Yotpo Loyalty based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a specific product category — MESA adds them to Yotpo Loyalty and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Yotpo Loyalty action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any HubSpot and Yotpo Loyalty 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.

Coupon Earned (Awarded)

Starts when a customer earns a discount.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer
• Perk

Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Customer Anniversary Captured

Starts when a customer establishes their anniversary.

• Topic
• Name
• Email
• Customer

Customer Anniversary Occurred

Starts on a customer’s anniversary.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Customer Birthday Captured

Starts when a customer establishes their birthday.

• Topic
• Name
• Email
• Customer

Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Loyalty Donation Created

Starts when a loyalty donation is created.

• Topic
• Name
• Redemption
• At Checkout
• Is Pos
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Email
• Customer

Points Changed

Starts when a customer’s points are modified.

• Topic
• Name
• Email
• Customer
• Previous Balance
• Current Balance
• Difference
• Added Or Removed
• Points Changed Reason

Points Earned

Starts when a customer earns points.

• Topic
• Name
• Email
• Customer
• Perk

Referral Completed

Starts when a referral has been used.

• Topic
• Name
• Perk
• Email
• Referrer
• Referral Code
• Referred Customer

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 Ticket

Modify an existing ticket.

• Properties

Expert support included

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