How to Sync Shopify Revenue Data to HubSpot for Attribution with Pipedream

pipedream.com > Workflows > New Workflow

Create a new Pipedream workflow

Go to pipedream.com and click 'New Workflow' in the top left of the Workflows dashboard. Give the workflow a name like 'Shopify → HubSpot Revenue Attribution' so it's findable later. You'll land on the workflow canvas with an empty trigger slot at the top. This is where you'll connect Shopify's order webhook in the next step.

1. 1Click 'New Workflow' in the top left
2. 2Enter a descriptive workflow name in the name field
3. 3Click 'Save' to confirm the name before adding a trigger

Workflow Canvas > Add a trigger > Shopify > New Order (Instant)

Add the Shopify 'New Order' webhook trigger

Click the 'Add a trigger' block and search for 'Shopify' in the app search box. Select the Shopify app and choose 'New Order (Instant)' as the trigger — this fires via webhook the moment an order is created in Shopify, not on a polling schedule. Connect your Shopify store by selecting or adding a Connected Account. Pipedream will register a webhook directly in your Shopify store's admin under Settings > Notifications.

1. 1Click the 'Add a trigger' block
2. 2Type 'Shopify' in the search box and select the Shopify app
3. 3Select 'New Order (Instant)' from the trigger list
4. 4Click 'Connect a Shopify account' and authorize with your store credentials
5. 5Click 'Save and continue'

Workflow Canvas > + Add a step > Custom Code (Node.js)

Extract UTM and traffic source from the Shopify order

Add a Node.js code step immediately after the trigger. Shopify stores UTM attribution data in the order's landing_site and referring_site fields, and in note_attributes if you're passing UTM params through checkout. Write a code step to parse these fields and extract utm_source, utm_medium, utm_campaign, and utm_content so they're available as clean variables for HubSpot in later steps. Without this normalization step, the raw Shopify landing_site field is a full URL string — not useful for matching against HubSpot campaign names.

1. 1Click '+ Add a step' below the trigger
2. 2Select 'Custom Code' and choose 'Node.js'
3. 3Paste your UTM parsing logic into the code editor (see Pro Tip below)
4. 4Click 'Test' to run the step against the sample order payload
5. 5Verify the parsed UTM fields appear in the step's output in the right panel

Workflow Canvas > + Add a step > HubSpot > Find Contact by Email

Look up the HubSpot contact by email

Add a Pipedream HubSpot step to find the contact record that matches the Shopify order's customer email. Select the 'Search Contacts' or 'Get Contact by Email' action. Map the email field from the Shopify trigger payload (steps.trigger.event.customer.email) into the email search parameter. This step returns the full HubSpot contact object, including the contact's original traffic source, first conversion, and any campaign memberships HubSpot has tracked.

1. 1Click '+ Add a step' and search for 'HubSpot'
2. 2Select the 'Find Contact' or 'Search Contacts' action
3. 3Connect your HubSpot account via Connected Accounts
4. 4Set the email parameter to {{steps.trigger.event.customer.email}}
5. 5Click 'Test' to confirm the contact is found

Workflow Canvas > + Add a step > HubSpot > Create Deal

Create or update a HubSpot deal for the order

Add a HubSpot 'Create Deal' or 'Update Deal' step. You'll create one deal per Shopify order, representing it as a closed-won revenue event tied to the contact. Map the Shopify order total to the deal's amount field, the order ID to a custom deal property (shopify_order_id), and the parsed UTM campaign name to the deal's hs_analytics_source_data_1 or a custom attribution field. Associate the deal with the contact found in the previous step using the HubSpot contact ID from step 4.

1. 1Click '+ Add a step' and select HubSpot
2. 2Choose 'Create Deal' from the action list
3. 3Set 'Deal Name' to the Shopify order name (e.g. '#1042 - [email protected]')
4. 4Map 'Amount' to {{steps.trigger.event.total_price}}
5. 5Set 'Pipeline Stage' to your 'Closed Won' stage ID
6. 6Add the contact association using the ID from step 4
7. 7Map your custom shopify_order_id property to {{steps.trigger.event.id}}

Workflow Canvas > + Add a step > HubSpot > Update Contact

Update HubSpot contact attribution properties

Add a HubSpot 'Update Contact' step to write revenue attribution data back to the contact record itself. This is separate from the deal and gives you contact-level aggregate metrics. Update properties like last_order_revenue (the Shopify order total), last_attributed_campaign (the UTM campaign from step 3), last_purchase_date (the Shopify order created_at timestamp), and lifetime_order_value if you're computing a running total. Use the contact ID from step 4 as the record identifier.

1. 1Click '+ Add a step' and select HubSpot
2. 2Choose 'Update Contact'
3. 3Set the Contact ID to {{steps.find_contact.contact.id}}
4. 4Map last_order_revenue to {{steps.trigger.event.total_price}}
5. 5Map last_attributed_campaign to {{steps.parse_utms.utm_campaign}}
6. 6Map last_purchase_date to {{steps.trigger.event.created_at}}

Workflow Canvas > + Add a step > Shopify > Update Order

Write Shopify order tags back for segmentation

Add a Shopify 'Update Order' step to tag the Shopify order with the HubSpot attribution data. This creates a bidirectional record — Shopify orders get tagged with campaign names like 'hs-campaign:spring-sale-2024' and 'hs-source:google-cpc', which lets your Shopify analytics and any downstream apps also see the attribution context. Use the Shopify order ID from the trigger payload and append new tags without overwriting existing ones.

1. 1Click '+ Add a step' and select Shopify
2. 2Choose 'Update Order'
3. 3Set Order ID to {{steps.trigger.event.id}}
4. 4Set Tags to a concatenated string of existing tags plus your new attribution tags
5. 5Click 'Test' and verify the tags appear in Shopify admin under the order

Workflow Canvas > Step options (...) > Add error handler

Add error handling with a catch branch

Click the '...' menu on any step that might fail (the HubSpot contact lookup and both write steps are the highest-risk) and enable 'Continue on error' or add an error path. In Pipedream, you can add a conditional step after the contact lookup that checks if the contact was found before proceeding. Log failed attribution events to a Pipedream data store or send a summary to a Slack channel so unmatched orders don't silently drop attribution data.

1. 1Click the '...' menu on the HubSpot 'Find Contact' step
2. 2Enable 'Continue workflow on error'
3. 3Add a conditional step below to check if steps.find_contact.contact exists
4. 4In the false branch, add a Pipedream Data Store step to log the unmatched order
5. 5Optionally add a Slack notification step in the false branch

Shopify Admin > Settings > Payments > Test mode

Test with a real Shopify test order

In Shopify Admin, go to Settings > Payments and enable test mode. Place a test order using an email address that exists in your HubSpot CRM. Watch the Pipedream workflow event inspector fire in real time — each step should go green within a few seconds. Confirm the deal was created in HubSpot, the contact properties were updated, and the Shopify order now has attribution tags. Then disable Shopify test mode.

1. 1Enable test mode in Shopify Payments settings
2. 2Place a test order using a real HubSpot contact email
3. 3Switch to Pipedream and watch the workflow run in the event inspector
4. 4Verify each step shows green status
5. 5Open HubSpot CRM and confirm the deal and contact property updates
6. 6Disable Shopify test mode when done

Workflow Canvas > Deploy button (top right)

Deploy the workflow and monitor the first 48 hours

Click 'Deploy' in the top right of the Pipedream workflow canvas to move the workflow from development to production. Pipedream will activate the Shopify webhook and start processing live orders. Monitor the Pipedream event inspector for the first 48 hours — check for any steps showing yellow warnings or red errors. Pay particular attention to orders where the HubSpot contact lookup returns empty, as these are your unmatched attribution gaps.

1. 1Click the blue 'Deploy' button in the top right corner
2. 2Confirm deployment in the dialog that appears
3. 3Click 'Runs' in the left sidebar to monitor live events
4. 4Filter by 'Error' status to catch any failing runs immediately
5. 5Check your Pipedream Data Store for unmatched order logs after 24 hours

Paste this code into the Node.js step at position 2 (immediately after the Shopify trigger). It parses UTM parameters from Shopify's landing_site URL, falls back gracefully to 'direct' when landing_site is null, converts the order total to a proper float, and exports a clean attribution object that every downstream HubSpot step can reference via steps.parse_attribution.

// Step: parse_attribution
// Extracts UTM data from Shopify order and prepares HubSpot-ready attribution fields
export default defineComponent({

// Step: parse_attribution
// Extracts UTM data from Shopify order and prepares HubSpot-ready attribution fields

export default defineComponent({
  async run({ steps, $ }) {
    const order = steps.trigger.event;

    // Parse UTM parameters from landing_site URL
    let utmSource = 'direct';
    let utmMedium = null;
    let utmCampaign = 'direct';
    let utmContent = null;

    if (order.landing_site) {
      try {
        const url = new URL(order.landing_site);
        utmSource = url.searchParams.get('utm_source') || 'direct';
        utmMedium = url.searchParams.get('utm_medium') || null;
        utmCampaign = url.searchParams.get('utm_campaign') || 'direct';
        utmContent = url.searchParams.get('utm_content') || null;
      } catch (e) {
        // landing_site exists but isn't a valid URL — treat as direct
        console.log(`Could not parse landing_site: ${order.landing_site}`);
      }
    }

    // Safely convert Shopify's string price to a float HubSpot will accept
    const orderRevenue = parseFloat(order.total_price);
    if (isNaN(orderRevenue)) {
      throw new Error(`Invalid total_price value: ${order.total_price}`);
    }

    // Build clean product name list from line items
    const productNames = (order.line_items || [])
      .map(item => `${item.title} (x${item.quantity})`)
      .join(', ');

    // ISO date string for HubSpot date properties (milliseconds since epoch)
    const closeDateMs = new Date(order.created_at).getTime();

    return {
      customerEmail: order.customer?.email?.toLowerCase().trim(),
      shopifyOrderId: order.id.toString(),
      orderName: order.name,
      orderRevenue,
      closeDate: closeDateMs,
      utmSource,
      utmMedium,
      utmCampaign,
      utmContent,
      productNames,
      isGuestCheckout: !order.customer?.id,
    };
  }
});