How to Sync Shopify Customers to HubSpot with Zapier

zapier.com > Dashboard > Create Zap

Create a new Zap in Zapier

Log in to zapier.com and click the orange 'Create Zap' button in the top-left sidebar. You'll land on the Zap editor, which shows a two-panel layout: the left panel is the step builder and the right panel previews your data. Give the Zap a name at the top — something like 'Shopify → HubSpot Customer Sync' — so you can find it later. You're building a trigger-action Zap, not a multi-step Zap, so ignore the 'Add a step' prompts for now.

1. 1Log in to zapier.com
2. 2Click 'Create Zap' in the left sidebar
3. 3Click the untitled Zap name at the top and rename it 'Shopify → HubSpot Customer Sync'
4. 4Click the '1. Trigger' block to start configuring the trigger

Zap Editor > Trigger > Choose App

Set Shopify as the trigger app

In the trigger block, type 'Shopify' in the app search bar and select it from the dropdown. Zapier will show you a list of Shopify trigger events. You'll see options like 'New Customer', 'New Order', and 'Updated Order'. For this workflow, select 'New Customer' — this fires when someone creates an account or completes a checkout for the first time. If you also want to capture guest checkouts who never create an account, you'll need a second Zap using the 'New Order' trigger instead.

1. 1Type 'Shopify' in the trigger app search bar
2. 2Select 'Shopify' from the results
3. 3Under 'Trigger Event', select 'New Customer'
4. 4Click 'Continue'

Zap Editor > Trigger > Shopify > Sign In

Connect your Shopify account

Click 'Sign in to Shopify' and enter your store's myshopify.com domain (e.g., 'yourstore.myshopify.com'). Zapier will redirect you to Shopify's OAuth screen asking permission to read customer and order data. Click 'Install unlisted app' to approve. Once approved, you'll be returned to the Zap editor. Select the connected account from the dropdown if you have multiple Shopify stores.

1. 1Click 'Sign in to Shopify'
2. 2Enter your store's myshopify.com domain
3. 3Click 'Install unlisted app' on the Shopify OAuth screen
4. 4Return to Zapier and select your connected store from the account dropdown
5. 5Click 'Continue'

Zap Editor > Trigger > Test Trigger

Test the Shopify trigger

Click 'Test trigger' and Zapier will pull in the most recent customer record from your Shopify store. You'll see a data panel on the right showing fields like email, first_name, last_name, phone, orders_count, and total_spent. Check that the email field contains a real address — not null. If your store is brand new with no customers, you'll need to create a test customer in Shopify Admin first before this step will work.

1. 1Click 'Test trigger'
2. 2Wait for Zapier to fetch a sample customer record
3. 3Expand the data panel and verify the 'email' field has a value
4. 4Note the field names — you'll map these in the action step
5. 5Click 'Continue with selected record'

Zap Editor > Action > Choose App

Add HubSpot as the action app

Click the '+' button below the trigger block to add an action. Search for 'HubSpot' and select it. Under 'Action Event', you have two relevant options: 'Create or Update Contact' and 'Create Contact'. Choose 'Create or Update Contact' — this is critical. If a Shopify customer already exists as a HubSpot contact (from a previous import or form submission), this action will update their record instead of creating a duplicate.

1. 1Click the '+' button below the Shopify trigger block
2. 2Type 'HubSpot' in the action app search bar
3. 3Select 'HubSpot' from the results
4. 4Under 'Action Event', select 'Create or Update Contact'
5. 5Click 'Continue'

Zap Editor > Action > HubSpot > Sign In

Connect your HubSpot account

Click 'Sign in to HubSpot' and you'll be taken to HubSpot's OAuth screen. Select the correct HubSpot portal from the dropdown — if you manage multiple portals, double-check the portal ID in the URL. Grant the requested permissions, which include contacts read/write access. Once connected, return to the Zap editor and confirm your portal name appears under 'Account'.

1. 1Click 'Sign in to HubSpot'
2. 2Select your HubSpot portal from the account picker
3. 3Click 'Grant access' on the permissions screen
4. 4Return to Zapier and confirm your portal name is selected
5. 5Click 'Continue'

Zap Editor > Action > HubSpot > Set up action

Map Shopify fields to HubSpot contact properties

This is the most important step. Zapier shows you all available HubSpot contact properties on the left and Shopify data fields on the right. Click each HubSpot field and select the matching Shopify field from the dropdown. Email is mandatory — map it first. Then map first name, last name, phone, and any custom HubSpot properties you've created for Shopify data like total spend or order count. Use the 'Insert Data' picker (the lightning bolt icon) to insert dynamic Shopify values rather than typing them manually.

1. 1Click the 'Email' field and select 'Email' from the Shopify data dropdown
2. 2Click 'First Name' and select 'First Name' from Shopify data
3. 3Click 'Last Name' and select 'Last Name' from Shopify data
4. 4Click 'Phone Number' and select 'Phone' from Shopify data
5. 5Scroll down to find custom properties (e.g., 'Shopify Total Spent') and map 'Total Spent' from Shopify
6. 6Click 'Continue'

Zap Editor > + (between steps) > Formatter by Zapier > Phone

Add a Formatter step to clean the phone number (optional but recommended)

Shopify stores phone numbers in E.164 format (e.g., +12125551234). HubSpot accepts this, but many teams prefer a formatted version (212-555-1234) for readability. To add this, click the '+' between the trigger and action to insert a Zapier Formatter step. Choose 'Phone' under Transform and enter the Shopify phone field as the input. This step is optional — skip it if your team doesn't care about phone formatting.

1. 1Click the '+' icon between the Shopify trigger and HubSpot action
2. 2Search for 'Formatter by Zapier' and select it
3. 3Under 'Action Event', select 'Phone'
4. 4Under 'Transform', select 'Format Phone Number'
5. 5Set 'Input' to the Shopify phone field
6. 6Set 'To Format' to your preferred format (e.g., National)
7. 7Click 'Continue', then go back and update the HubSpot phone mapping to use the Formatter output

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

This Code by Zapier step runs between the Shopify trigger and HubSpot action. It normalizes the email to lowercase, strips whitespace, converts total_spent to a float, and builds a clean lifecycle stage value based on order count — solving three common data quality issues in one step. In the Zap editor, click '+' between your trigger and action, choose 'Code by Zapier', select 'Run JavaScript', and paste this into the code box. Then map inputData fields to your Shopify trigger outputs.

// Code by Zapier — paste into 'Run JavaScript' step
// Map these in the 'Input Data' section above the code box:
// email → Shopify Email field

// Code by Zapier — paste into 'Run JavaScript' step
// Map these in the 'Input Data' section above the code box:
// email → Shopify Email field
// firstName → Shopify First Name field
// lastName → Shopify Last Name field
// totalSpent → Shopify Total Spent field
// ordersCount → Shopify Orders Count field

const rawEmail = inputData.email || '';
const rawFirst = inputData.firstName || '';
const rawLast = inputData.lastName || '';
const rawSpent = inputData.totalSpent || '0';
const rawOrders = inputData.ordersCount || '0';

// Normalize email: lowercase + strip whitespace
const cleanEmail = rawEmail.trim().toLowerCase();

// Convert spend to float, default to 0 if unparseable
const totalSpent = parseFloat(rawSpent) || 0;

// Convert order count to integer
const ordersCount = parseInt(rawOrders, 10) || 0;

// Derive a simple lifecycle stage based on purchase behavior
let lifecycleStage;
if (ordersCount === 0) {
  lifecycleStage = 'subscriber';
} else if (ordersCount === 1) {
  lifecycleStage = 'customer';
} else {
  lifecycleStage = 'evangelist'; // 2+ orders = repeat buyer
}

// Output — reference these fields in your HubSpot action step
output = {
  cleanEmail,
  firstName: rawFirst.trim(),
  lastName: rawLast.trim(),
  totalSpent,
  ordersCount,
  lifecycleStage
};

Zap Editor > Action > HubSpot > Test action

Test the HubSpot action

Click 'Test action' and Zapier will send the sample Shopify customer data to HubSpot using your field mappings. Zapier will show you the API response, including the HubSpot contact ID that was created or updated. Go to HubSpot and search for the test contact's email address to confirm the record exists and all fields populated correctly. Pay attention to the 'total_spent' and 'orders_count' fields specifically — these are the ones most likely to have formatting issues.

1. 1Click 'Test action'
2. 2Wait for the green 'Test was successful' confirmation
3. 3Note the HubSpot contact ID in the response
4. 4Open HubSpot in a new tab and search for the test customer's email
5. 5Verify all mapped fields appear correctly on the contact record

Zap Editor > Publish > Publish & Turn On

Turn on the Zap

Click the 'Publish' button in the top-right corner of the Zap editor. Zapier will ask you to confirm the Zap is ready — click 'Publish & Turn On'. The Zap is now live and listening for new Shopify customers via webhook. You'll see the Zap listed as 'On' in your Zaps dashboard with a green toggle. From this point forward, every new Shopify customer will appear in HubSpot within 1-2 minutes.

1. 1Click the 'Publish' button in the top-right corner
2. 2Review the summary screen
3. 3Click 'Publish & Turn On'
4. 4Return to the Zaps dashboard and confirm the Zap shows a green 'On' toggle