How to Create HubSpot Deals from Shopify Orders with Pipedream

pipedream.com > Workflows > New Workflow

Create a new Pipedream workflow

Go to pipedream.com and sign in. Click the blue 'New Workflow' button in the top-left of the dashboard. You'll land on a blank workflow canvas with a trigger slot at the top labeled 'Add a trigger'. This is where Shopify events will enter the workflow.

1. 1Sign in at pipedream.com
2. 2Click 'New Workflow' in the left sidebar
3. 3Name the workflow something like 'Shopify Order → HubSpot Deal' using the title field at the top

Workflow Canvas > Trigger > Search Apps > Shopify > New Order (Instant)

Add the Shopify trigger via webhook

Click the trigger block and search for 'Shopify' in the app search bar. Select 'Shopify' from the results. Choose the event source 'New Order (Instant)' — this uses a Shopify webhook rather than polling, so your workflow fires within seconds of order placement. Connect your Shopify store by clicking 'Connect a Shopify account' and entering your store's .myshopify.com URL and API credentials.

1. 1Click the trigger block on the canvas
2. 2Type 'Shopify' in the search field
3. 3Select 'New Order (Instant)' from the event list
4. 4Click 'Connect a Shopify account'
5. 5Enter your store URL in the format yourstore.myshopify.com and authenticate

Trigger Block > Generate Test Event

Generate a test Shopify order event

Click 'Generate Test Event' in the trigger configuration panel. Pipedream will either pull in a recent real order from your store or prompt you to place a test order. Use Shopify's test gateway to place a $1 draft order so you have real payload data to map in later steps. Once the event loads, expand the payload in the right panel — you'll see fields like order_number, total_price, customer.email, customer.first_name, line_items, and financial_status.

1. 1Click 'Generate Test Event'
2. 2If no events exist, open your Shopify admin and place a test order using Shopify's Bogus Gateway
3. 3Return to Pipedream and click 'Refresh' to pull in the test event
4. 4Expand the payload tree to verify fields like total_price and customer.email are populated

Workflow Canvas > + Add Step > Filter

Add a filter step for paid orders only

Click '+ Add a step' below the trigger and select 'Filter' from Pipedream's built-in helpers. Set the condition to check that the trigger event's financial_status field equals 'paid'. This prevents deals from being created for pending, voided, or refunded orders. If the condition is false, Pipedream will halt the workflow and not bill credits for downstream steps.

1. 1Click '+ Add a step'
2. 2Select 'Filter' from the built-in helpers list
3. 3Set the left side to {{steps.trigger.event.financial_status}}
4. 4Set the operator to 'Equals'
5. 5Set the right side to the string 'paid'

Workflow Canvas > + Add Step > HubSpot > Search CRM Objects

Search HubSpot for an existing contact by email

Click '+ Add a step' and search for 'HubSpot'. Select the action 'Search CRM Objects'. Set the object type to 'Contacts' and search by the email property using the customer email from the Shopify payload. This step checks whether a HubSpot contact already exists for this customer before creating a deal — you'll use the contact ID in the deal association step. Connect your HubSpot account via Connected Accounts using OAuth.

1. 1Click '+ Add a step'
2. 2Search for 'HubSpot' and select it
3. 3Choose the action 'Search CRM Objects'
4. 4Set object type to 'contacts'
5. 5Set filter property to 'email' and value to {{steps.trigger.event.customer.email}}
6. 6Connect your HubSpot account and click 'Test'

Workflow Canvas > + Add Step > Node.js Code

Conditionally create a HubSpot contact if none exists

Add a Node.js code step to check whether the search returned a contact. If steps.hubspot_search.results.total equals 0, call the HubSpot Contacts API to create a new contact using the Shopify customer's email, first name, and last name. Store the resulting contact ID in a variable you'll pass to the deal creation step. If a contact was found, just pass through the existing ID.

1. 1Click '+ Add a step'
2. 2Select 'Run Node.js code'
3. 3Paste the contact upsert logic (see pro tip code section)
4. 4Reference the HubSpot search results from the previous step using steps variable
5. 5Export the contactId so it's available in downstream steps

Workflow Canvas > + Add Step > HubSpot > Create Deal

Create the HubSpot deal

Add another HubSpot step and choose the action 'Create Deal'. Map the deal fields from the Shopify order payload. Set dealname to the Shopify order number, amount to the parsed total_price, pipeline to your target HubSpot pipeline ID, and dealstage to the appropriate stage ID for a closed/won or new purchase deal. Use the closedate field set to the Shopify order's created_at date.

1. 1Click '+ Add a step' and select HubSpot
2. 2Choose 'Create Deal'
3. 3Set dealname to {{steps.trigger.event.order_number}} or a formatted string like 'Shopify Order #{{steps.trigger.event.order_number}}'
4. 4Set amount to parseFloat({{steps.trigger.event.total_price}})
5. 5Set pipeline and dealstage using your HubSpot pipeline and stage IDs
6. 6Set closedate to {{steps.trigger.event.created_at}}

Workflow Canvas > + Add Step > HubSpot > Create Association

Associate the deal with the HubSpot contact

Add a HubSpot step and select 'Create Association'. Set the from object type to 'deals', the from object ID to the deal ID returned in step 7, the to object type to 'contacts', and the to object ID to the contact ID from step 6. This links the deal to the customer record so it appears on their contact timeline in HubSpot and sales reps can access the full purchase history from one place.

1. 1Click '+ Add a step' and select HubSpot
2. 2Choose 'Create Association'
3. 3Set fromObjectType to 'deals'
4. 4Set fromObjectId to {{steps.create_deal.id}}
5. 5Set toObjectType to 'contacts'
6. 6Set toObjectId to {{steps.upsert_contact.contactId}}

Workflow Canvas > + Add Step > Node.js Code

Add error handling for API failures

Add a final Node.js code step that checks whether the deal creation or association steps threw errors. Use try/catch blocks and Pipedream's $.send.http() or emit capabilities to log failures to a Slack channel or a Google Sheet. Without this, failed runs are silent — you'll only discover missing deals when a sales rep notices the gap days later.

1. 1Click '+ Add a step' and select 'Run Node.js code'
2. 2Wrap the error check logic in a try/catch
3. 3Use $.send.http() to POST error details to a Slack webhook URL
4. 4Include the Shopify order number and error message in the payload so failures are actionable

pipedream.com > Workflows > [Your Workflow] > Inspector

Test the full workflow end to end

Place a real test order in your Shopify store using the Bogus Gateway. Watch the Pipedream workflow execution in the 'Inspector' tab — each step lights up green as it completes. Verify the deal appears in HubSpot under the correct pipeline within 30 seconds. Check that the contact association is visible on the customer's HubSpot contact record. Confirm the deal amount matches the Shopify order total exactly.

1. 1Place a test order in your Shopify store
2. 2Switch to Pipedream and open the Inspector tab
3. 3Watch each step execute in sequence
4. 4Open HubSpot and search for the deal by the order number
5. 5Click into the deal and verify the contact association is present

Workflow Canvas > Active Toggle > Settings > Notifications

Enable and monitor the workflow

Toggle the workflow from 'Paused' to 'Active' using the switch in the top-right of the workflow canvas. Set up Pipedream's built-in alerting under Settings > Notifications to email you if the workflow errors more than 3 times in an hour. Check the Inspector daily for the first week to catch any edge cases — unusual order structures like gift cards or subscription products can produce unexpected payload shapes.

1. 1Click the 'Active' toggle in the top-right corner of the canvas
2. 2Go to Settings > Notifications
3. 3Enable email alerts for workflow errors
4. 4Set the threshold to 3 errors per hour
5. 5Bookmark the Inspector URL to check execution logs easily

Paste this into a Node.js code step placed between the HubSpot contact search step and the deal creation step. It handles contact upsert logic, parses the Shopify price string to a float, deduplicates by order ID using Pipedream's built-in data store, and exports a clean object your downstream HubSpot steps can reference directly.

import { axios } from '@pipedream/platform';
export default defineComponent({
  async run({ steps, $ }) {

import { axios } from '@pipedream/platform';

export default defineComponent({
  async run({ steps, $ }) {
    const order = steps.trigger.event;
    const orderId = String(order.id);
    const orderTotal = parseFloat(order.total_price);

    // Deduplication: skip if this order was already processed
    const processed = await $.data.get(`shopify_order_${orderId}`);
    if (processed) {
      $.flow.exit(`Order ${orderId} already processed. Skipping.`);
    }

    // Resolve contact ID from search results or create new contact
    const searchResults = steps.search_hubspot_contact.$return_value;
    let contactId;

    if (searchResults.total > 0) {
      contactId = searchResults.results[0].id;
      console.log(`Existing HubSpot contact found: ${contactId}`);
    } else {
      // Create new HubSpot contact
      const newContact = await axios($, {
        method: 'POST',
        url: 'https://api.hubapi.com/crm/v3/objects/contacts',
        headers: {
          Authorization: `Bearer ${process.env.HUBSPOT_API_TOKEN}`,
          'Content-Type': 'application/json',
        },
        data: {
          properties: {
            email: order.customer.email,
            firstname: order.customer.first_name,
            lastname: order.customer.last_name,
            phone: order.customer.phone || '',
          },
        },
      });
      contactId = newContact.id;
      console.log(`New HubSpot contact created: ${contactId}`);
    }

    // Validate order total parsed correctly
    if (isNaN(orderTotal) || orderTotal <= 0) {
      throw new Error(`Invalid order total for order ${orderId}: '${order.total_price}'`);
    }

    // Mark order as processed to prevent duplicates
    await $.data.set(`shopify_order_${orderId}`, {
      processedAt: new Date().toISOString(),
      contactId,
    });

    // Export clean data for downstream steps
    return {
      contactId,
      orderTotal,
      dealName: `Shopify Order ${order.name}`,
      closeDate: order.created_at,
      shopifyOrderId: orderId,
      lineItemCount: order.line_items?.length || 0,
    };
  },
});