Shopify Partner to HubSpot Automations | MESA

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Shopify Partner to HubSpot Automations

MESA is the most flexible way automate Shopify Partner to HubSpot. Easily add workflows to simplify your work.

Rated 4.7 out of 5 stars on the Shopify App Store

Build your own workflows.

MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.

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App Credit Created

Starts when a transaction corresponding to an app credit is created.

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App Subscription Charge Created

Starts when a transaction corresponding to an app subscription charge is created.

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Service Transaction Created

Starts when a transaction corresponding to a paid invoice for a service is created.

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Shop Referral Transaction Created

Starts when a transaction corresponding to a shop referral is created.

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Theme Purchased

Starts when a transaction corresponding to a theme is purchased.

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Create Company Association

Link a company to an existing contact or deal.

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Create Contact Association

Link a contact to an existing company or deal.

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Create Deal Association

Link a deal to an existing company or contact.

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Delete Company

Remove an existing company.

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Delete Company Association

Unlink a company from an existing contact or deal.

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Delete Contact

Remove an existing contact.

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Delete Contact Association

Unlink a contact from an existing company or deal.

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Delete Deal

Remove an existing deal.

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Delete Deal Association

Unlink a deal from an existing company or contact.

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Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.

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Why automate Shopify Partner to HubSpot?

Shopify Partner to HubSpot automations get more done in less time. Automate the everyday tasks holding back your potential growth.

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Sync refunds with your accounting platform.

When a refund is processed in Shopify Partners, automatically create a matching entry in QuickBooks or Xero to keep your financial records accurate and up to date.

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Log subscription activity for real-time reporting.

Each time a subscription or billing event occurs in Shopify Partners, log it in Google Sheets or Airtable to power custom dashboards and monitor key performance metrics.

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Gather feedback after subscription changes.

When a customer updates or cancels their subscription in Shopify Partners, automatically send a survey via Delighted or Google Forms to collect insights on their experience.

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Alert support when payments fail.

If a charge is declined or a payment fails in Shopify Partners, automatically open a ticket in your helpdesk system to ensure your team can follow up quickly.

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Keep your CRM aligned with partner data.

Sync plan changes, churn signals, and MRR updates from Shopify Partners directly into HubSpot or Salesforce to help your sales team stay informed and take action faster.

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360-Degree Customer View

Get a comprehensive view of each customer's interactions with your Shopify store. From the pages they've visited to the products they've purchased, all this information is at your fingertips. Use these insights to tailor marketing efforts that enhance the customer experience.

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Automate Marketing

Say goodbye to manual marketing efforts. With HubSpot, you can set up automated email campaigns triggered by specific customer behaviors on your Shopify store. It's all about the right message at the right time, and HubSpot makes it effortless.

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Streamlined Sales Process

Integrating HubSpot CRM with Shopify enables you to create a seamless sales pipeline. Manage leads, convert them into customers, and nurture those relationships for repeat sales, all within one platform. HubSpot CRM not only helps you sell but also helps you sell smarter.

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Enhanced Customer Support

Customer service isn't just about solving problems; it's about delighting customers. With HubSpot, you can automate support ticket creation based on customer inquiries from your Shopify store. This ensures that no customer issue goes unresolved, and every interaction is a chance to exceed expectations.

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Data-Driven Decision Making

Understand what's working and what's not with HubSpot's powerful analytics tools. Integration with Shopify ensures that your data is always up to date and reflects the true pulse of your business. Make informed decisions that drive growth and profitability based on real, actionable insights.

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Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.

How MESA works

MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.

Step 1.

Start with a trigger

Select a trigger that sets your workflow in motion.

This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.

Triggers are the starting points that tell MESA when to act.

Step 2.

Add an action

Next, choose the action that should follow the trigger.

Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.

Linking actions to triggers is how you build a seamless workflow process.

Step 3.

Personalize

Make your workflow even more flexible using built-in apps.

Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.

Personalization ensures your workflows fit your unique business requirements.

All set!

You just made a workflow

Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.

With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.

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Fully supported by automation experts.

Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.

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Knowledge Base

Training guides, tutorials, and platform documentation.

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Service Partners

Consult on automation strategy to build your workflow.

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Contact us

5-star customer support and live chat for automations.

Multiply your impact without multiplying your effort.