Convert Shopify Draft Orders to HubSpot Deals | Automate Sales Tracking

Convert Shopify Draft Orders to HubSpot Deals

10 min setup

No coding required

Runs automatically

Easily track potential sales by automatically converting Shopify draft orders into HubSpot deals. This MESA workflow template creates a new HubSpot deal for each Shopify draft order and ensures accurate contact associations. If the Shopify customer already exists as a contact in HubSpot, MESA will link the deal to the contact. If the customer doesn’t exist, MESA will create the contact in HubSpot and then associate it with the deal. Streamline tracking, minimize manual input, and maintain a synchronized, up-to-date sales pipeline across platforms.

How it works

8 steps to start converting Shopify draft orders to HubSpot deals automatically

Draft Order Created

Create Deal

Search for Contact

Path 1 Rule (Existing Contact)

Create Contact Association (Path 1)

Path 2 Rule (New Contact)

Create Contact (Path 2)

Create Contact Association (Path 2)

Frequently asked questions

What happens if the same draft order creates multiple deals?

Each time a draft order is created, this workflow runs once and creates one deal. However, if a draft order is deleted and recreated, it would create a new deal. Consider adding logic to check for existing deals with the same draft order ID to prevent duplicates if this is a concern for your workflow.

Can I customize the deal name format?

Yes, edit the "Create Deal" step and modify the dealname field. The default format includes customer name, draft order number, email, and ID, but you can rearrange, add, or remove any of these elements to match your naming conventions.

Will this work for draft orders that convert to regular orders?

This workflow only triggers when draft orders are created. When a draft order is completed and converts to a regular order, you'll need a separate workflow to update the deal stage in HubSpot to reflect the conversion.