HubSpot CRM/CMS Setup & External Integration

Custom API integrations for fine-tuning and capabilities beyond standard connectors

HubSpotShopify IntegrationCRMMA
2 min read

About This Project

Shopify and HubSpot offer an official standard integration app that handles basic customer and order data synchronization easily.

However, real-world operations often require capabilities beyond what the standard integration provides:

  • Sync only under specific conditions
  • Integrate custom fields not covered by standard sync
  • Fine-grained control over sync timing and triggers
  • Display HubSpot CMS content on your EC site

We implemented custom API integrations to address these "nice-to-have" requirements.

Standard vs. Custom Integration

Setup
Standard Integration AppJust install the app
Custom API IntegrationDevelopment required
Sync targets
Standard Integration AppFixed fields only
Custom API IntegrationFully customizable
Sync conditions
Standard Integration AppAutomatic full sync
Custom API IntegrationConditional/selective sync possible
Sync timing
Standard Integration AppDetermined by app
Custom API IntegrationFlexible: webhook, batch, etc.
CMS integration
Standard Integration AppNot supported
Custom API IntegrationBlog article fetch & display possible

What Custom Integration Enabled

We implemented three main functions for the Shopify-HubSpot custom integration.

Custom API Integration Overview
Shopify (EC Site)

Product sales, order management, customer data entry point

1. Conditional Order Sync

Register customers to HubSpot based on specific conditions

2. Custom Field Sync

Sync data not covered by standard integration

3. CMS Article Display

Show HubSpot articles on your site

HubSpot CRM / CMS Hub

Contact management, purchase history, marketing automation, blog articles

Learn More

Three articles explain custom API integration in detail.

1. Order Customer Sync

When an order is completed on Shopify, customer information is registered in HubSpot based on specific conditions. Enables fine-grained control not possible with standard integration.

Order Customer Sync

2. CMS Hub Blog Integration

Blog articles published in HubSpot are automatically displayed on your EC site. A CMS integration feature not available in the standard app.

CMS Hub Blog Integration

3. Profile Sync

When customers update their information on the my page, it's reflected in HubSpot. You can freely customize which fields to sync and under what conditions.

Profile Sync

When Standard Integration is Enough

Custom integration isn't needed for every case.

The standard integration app is sufficient when:

  • Basic customer/order data sync is all you need
  • No special customization required
  • You want to avoid development costs

We recommend trying the standard integration first, then considering custom integration when specific requirements emerge.

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