Shopify + HubSpot Customer Sync

Task

Sync customer data from Shopify into HubSpot. Use @Shopify/Search Customers and @Shopify/Get CustomerName it "Shopify/Get Customer" and call it with @Shopify/Get Customer to pull customer profiles and order data from Shopify. Match them to HubSpot contacts using @HubSpot/Search ContactsName it "HubSpot/Search Contacts" and call it with @HubSpot/Search Contacts. Update HubSpot records with @HubSpot/Update ContactName it "HubSpot/Update Contact" and call it with @HubSpot/Update Contact to reflect current order history, lifetime value, and tags. Log sync notes with @HubSpot/Create NoteName it "HubSpot/Create Note" and call it with @HubSpot/Create Note.

Example: "Sync our top 20 Shopify customers into HubSpot. Update their lifetime spend and last order date."

Input

The user will provide:

1. Which customers to sync (top N by spend, recent buyers, all, or a specific list)
2. Which Shopify fields to push into HubSpot (lifetime value, order count, tags, last order date)
3. Whether to create new HubSpot contacts for customers that do not have a match

Context

Matching Strategy

How to match Shopify customers to HubSpot contacts:

1. Search HubSpot by the customer's email address (primary match)
2. If no email match, try matching by full name + company
3. If no match found, flag the customer for manual review or create a new contact

Fields to Sync

• Lifetime spend from Shopify (total_spent field)
• Total order count
• Last order date and status
• Customer tags from Shopify
• Default shipping address (city, state, country)
• Account creation date

Sync Rules

• Never overwrite HubSpot fields that the sales team manages (deal stage, owner, lead status)
• Only update Shopify-sourced fields (lifetime value, order data, tags)
• Add a HubSpot note documenting what was synced and when
• Flag any email mismatches or duplicate contacts found during matching

Output

Sync Report:

• Total customers processed
• Matched to existing HubSpot contacts (count)
• New contacts created (count, if enabled)
• Unmatched customers requiring manual review (list)
• Fields updated per contact
• Any errors or conflicts encountered
• HubSpot notes created for each synced contact