Create HubSpot Deals from Shopify Orders

3 min setup
No coding required
Runs automatically

Easily track and manage orders by automatically creating a HubSpot deal each time a Shopify order is placed. This MESA workflow template converts new orders into HubSpot deals, ensuring order information is consistent across platforms without manual data entry. Streamline your sales process, improve accuracy, and keep your systems in sync effortlessly.

How it works

2 steps to start creating HubSpot deals automatically from every new Shopify order

Order Created

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This trigger captures every new order placed in your Shopify store and kicks off the deal creation process in HubSpot, ensuring no sales opportunities slip through the cracks.

When a customer completes checkout in your Shopify store, this trigger automatically collects all the order details including customer information, order total, and order number. The trigger is pre-configured to monitor for new orders and doesn't require any setup from you. Once activated, it will capture order data like customer name, email, total price, and order number, then pass this information to the next step for processing.

HubSpot Create Deal

App connector: [HubSpot](/content/apps/hubspot/integrate "View HubSpot integration page"/index.html)• Time to complete: 2 minutes

Why this matters: This action transforms your Shopify order data into a structured HubSpot deal record, giving your sales team immediate visibility into new revenue and customer activity.

This step takes the order information from Shopify and creates a corresponding deal in your HubSpot CRM. You'll need to connect your HubSpot account and configure the deal properties. The deal name will automatically combine the customer's first name, last name, and Shopify order number (like "John Smith #1001 Deal"), while the deal amount pulls directly from the order total. You can customize additional deal properties like pipeline stage, deal owner, or close date based on your sales process requirements.

Frequently asked questions

Will duplicate deals be created if a customer places multiple orders?

No, each Shopify order creates one unique deal in HubSpot. If the same customer places multiple orders, you'll get separate deals for each order, which helps track individual transactions and revenue accurately.

Can I customize which HubSpot pipeline the deals are created in?

Yes, you can specify the pipeline and deal stage during setup. In the HubSpot Create Deal step, you can add pipeline and dealstage properties to route deals to your preferred sales pipeline.

What happens if a Shopify order is refunded or cancelled?

This workflow only triggers on order creation, so refunds or cancellations won't automatically update the HubSpot deal. You may want to create separate workflows to handle order updates or manually adjust deals when processing refunds.

Make this template your own!

Customize this workflow even further:

• Set custom deal stages
• Add customer contact creation
• Include order line items as deal notes
• Connect to email sequences

You're in good company

Avg. App Store rating
4.9/5
Merchant reviews
157
Avg. time saved per week
3.5 hrs

PetFriendly
"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

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"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

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"MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful."

Ready to start creating HubSpot deals automatically from every new Shopify order?

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[Start with this template — It's free](/content/pricing?template=shopify%2Forder%2Fsend_to_hubspot_deal&templateName=create-hubspot-deal-from-shopify-order "Install and use this template in MESA - Free to use"/index.html)