Automation Template

Automatically Convert Shopify Draft Orders to HubSpot Deals

Save 3 minutes every workflow run.

Every step is 100% customizable.

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.

Included 7-day free trial for all plans.

Live chat, email support included.

Included Expert workflow setup service available.

Workflow Steps

Step 1. Every time this happens…

A draft order is created

Step 2. Then…

Send draft order to HubSpot Deal

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Loved by 1k+ brands using Shopify & Shopify Plus.

Frequently Asked Questions

What is a template?: Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.

Can I personalize a template?: Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.

Can MESA handle the setup for me?: Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.