Customer Journey Mapping: Shopify + HubSpot
What do customers do before they call or book? askotter reads Shopify and HubSpot together and answers it for your business, by text.
How does customer journey mapping with Shopify and HubSpot work for a small business?
askotter reads Shopify and HubSpot side by side so it can map the path customers take across your accounts. The whole path in one view, with every visit and decision point on it.
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.
What do customers do before they call or book?
On paper the path is simple: someone sees an ad, visits the site and books. In real life they search twice, read reviews and come back days later on a different phone. Each tool sees only its own piece.
How askotter handles it
askotter reads Shopify and HubSpot side by side, so it can map the path customers take across your accounts.
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 journey mapping uses from each
Customer journey mapping needs the order of events for one person.
From Shopify that means the customer's order history and first landing page. From HubSpot it means lifecycle stage changes with their dates.
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 Journey Mapping different from what Shopify shows on its own?
Connect Shopify + HubSpot. Five minutes.
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Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.