Automatically Create HubSpot Deals from Shopify Orders

This template will:

• Send an order from Shopify and converts it into a HubSpot deal when an order is created. 

🔧 Setup is needed:
🔌 Connect with HubSpot
➕ Select Pipeline and Deal Stage values
✅ Save and turn on your workflow to start automating!

Requirements

The following HubSpot account details are required to use this template:

• Super User permissions: Requires Super User permissions on your HubSpot account in order to connect MESA with HubSpot
• Your HubSpot plan must have access to the following scopes.
  • crm.objects.companies.read
  • crm.objects.companies.write
  • crm.objects.contacts.read
  • crm.objects.contacts.write
  • crm.objects.deals.read
  • crm.objects.deals.write
  • crm.objects.owners.read
  • e-commerce
  • oauth
• If you have any issues with creating a credential and authenticating with HubSpot, we recommend reaching out to the HubSpot support team here: help.hubspot.com

Follow the steps below to set up this workflow.

Step 1

In the HubSpot Create Deal step, connect HubSpot with MESA.  

Step 2

You will be asked to login into HubSpot if you are not already logged in. 

Select the HubSpot account that you want to connect with.

Step 3

Under the Step Configuration section of the HubSpot Create Deal step, click onto the field and select the values for Pipeline and Deal Stage.

Step 4

Save your workflow.

Step 5

Turn on your workflow to start automating 🎉

Optional Customizations

Adjust the Deal Name under the HubSpot Create Deal step to your desired name.

✋ Still have questions? We got you. Email us at contact@getmesa.com where actual humans are on standby, ready to help.