ShopifyTrigger Automate

This workflow is ideal for e-commerce managers, marketing teams, and customer relationship management (CRM) professionals who use Shopify and HubSpot. It is particularly useful for:

• Shopify Store Owners looking to automate order updates and customer interactions.
• Sales Teams that need to create deals in HubSpot based on Shopify orders.
• Marketing Professionals aiming to maintain up-to-date customer contact information and track order-related deals efficiently.

This workflow addresses the challenge of managing customer relationships and sales deals efficiently by automating the process of:

• Creating or updating customer contacts in HubSpot when an order is updated in Shopify.
• Searching for existing deals to prevent duplication and ensure accurate sales tracking.
• Creating new deals in HubSpot automatically when no existing deal is found, ensuring that all orders are accounted for and followed up on.

1. Order Update Trigger: The workflow starts when an order is updated in Shopify, capturing relevant order details.
2. User ID Extraction: It extracts the userId from the order data for further processing.
3. Contact Update: The workflow creates or updates the contact in HubSpot with the customer's details such as name, email, and address information.
4. Deal Search: It checks if there is already a deal associated with the order in HubSpot.
5. Conditional Logic: If no deal is found, it creates a new deal in HubSpot with the order details, including the total amount and deal name. If a deal exists, it does nothing, thus preventing duplicates.