Root Cause Analysis: Shopify + HubSpot
Why did this number change? askotter reads Shopify and HubSpot together and answers it for your business, by text.
How does root cause analysis with Shopify and HubSpot work for a small business?
askotter reads Shopify and HubSpot side by side so it can test each explanation against your connected accounts and find the cause. A ranked list of likely causes, each with the evidence behind 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.
Why did this number change?
Bookings dropped 23%. The ad, the website and the weather all get blamed. Without your accounts side by side, it stays a guess.
How askotter handles it
askotter reads Shopify and HubSpot side by side, so it can test each explanation against your connected accounts and find the cause.
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 root cause analysis uses from each
Root cause analysis needs timestamps precise enough to put events in order.
From Shopify that means order timestamps, discount codes and refund dates. From HubSpot it means deal stage history and time spent in each stage.
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 Root Cause Analysis different from what Shopify shows on its own?
Connect Shopify + HubSpot. Five minutes.
Plans are on the digital marketing pricing page.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.