Customer Retention: Shopify + HubSpot
Which customers are about to stop coming back? askotter reads Shopify and HubSpot together and answers it for your business, by text.
How does customer retention with Shopify and HubSpot work for a small business?
askotter reads Shopify and HubSpot side by side so it can spot the signs that a customer is drifting away. Customers at risk flagged early, with the best way to win each one back listed first.
Read the full answerShow less
The owner asks follow-up questions by text.
- From Shopify
- Orders and revenue, Product performance, Customer profiles and segments.
- From HubSpot
- Contacts and companies, Deal pipeline and stages, Email campaign performance.
- Status
- Both connect today.
- Not for
- Replacing Shopify or HubSpot. Both keep working exactly as they do now.
Which customers are about to stop coming back?
By the time you notice a regular has gone quiet, they have booked somewhere else. The warning signs were spread across your accounts: a complaint, a missed visit, a failed card payment. No single tool saw all of it.
How askotter handles it
askotter reads Shopify and HubSpot side by side, so it can spot the signs that a customer is drifting away.
A person checks the result before it reaches you. This is part of our conversion rate optimization work.
How Shopify and HubSpot records line up
Shopify and HubSpot both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address, the phone number and the UTM campaign tags.
What customer retention uses from each
Customer retention needs repeat behaviour from the same customer over time.
From Shopify that means days since each customer's last order. From HubSpot it means email engagement and last activity date per contact.
What each tool sees on its ownShow less
Shopify on its own
Shopify sees the order and the landing page. It has no view of the ad impressions, emails or searches that came before that session.
Timing. Shopify writes each order the moment it is placed, including the landing page and referring site of the session that bought.
Access. Read-only access through the Shopify Admin API, approved from the store admin.
HubSpot on its own
HubSpot sees the contact and the deal. It cannot see money collected outside it, or ad spend on platforms it is not connected to.
Timing. HubSpot updates contact and deal properties as they change, and keeps the original source and first page seen on each contact.
Access. A HubSpot private app or OAuth connection with read-only CRM scopes.
Related guides
- Which Integrations Are Worth Connecting. An integration earns its place when it changes a decision. Most of them just move data from one screen you ignore to another.
- LinkedIn Ads and HubSpot Attribution: Why the Numbers Disagree. HubSpot and LinkedIn are both reporting honestly. They just count different events over different windows.
Services that use these connections
Other analyses: Shopify + HubSpot
Questions about Shopify + HubSpot
Do I need a developer to connect Shopify and HubSpot?
How is askotter's Customer Retention different from what Shopify shows on its own?
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