Integrating Hubspot & Shopify Experience for an E-commerce Company.

Situation:

One of our clients, an ecommerce company (built on Shopify) , a growing online retail business, was facing challenges in managing its customer journey, tracking sales activities, and handling abandoned carts effectively.

Their primary objectives included capturing leads, automating the sales and post-purchase process, and retargeting high-intent leads to increase conversions.

Task:

To address these challenges, Insightstap developed a comprehensive solution aimed at:

Integrating Shopify with HubSpot to unify data and improve lead management.

Creating customer journey workflows in HubSpot to automate lead nurturing, retargeting, and post-purchase engagement.

Setting up retargeting ads and tracking mechanisms to optimize sales funnel performance.

Seamlessly handle instant leads from multiple sources (phone, WhatsApp, email) to ensure smooth RFQ handling and deal closure.

Action:

Here’s the step-by-step implementation Insightstap followed:

Step 1: Integrate HubSpot with Shopify

  • Install the HubSpot-Shopify Integration:
    • Installed the HubSpot-Shopify integration to enable data sync between platforms.
  • Set Up Data Sync:
    • Synced customer and product data from Shopify to HubSpot, ensuring complete customer records.
    • Mapped fields to maintain data consistency between platforms.
  • Enable Abandoned Cart Tracking:
    • Enabled automatic sync of abandoned cart data from Shopify to HubSpot to capture and retarget these leads.

Step 2: Build Customer Journey & Automations in HubSpot

  • Capture Leads from Landing Pages:
    • Created HubSpot landing pages for paid ad campaigns with integrated lead capture forms.
  • Set Up Partial Lead Triggers:
    • Built workflows to capture partial lead submissions, triggering follow-up emails and sales tasks for timely engagement.
  • Automate Mockup Delivery & Quote Follow-Up:
    • Developed workflows for completed form submissions, delivering mockups and quotes while enrolling leads in follow-up email sequences.
  • Sales Conversion Tracking & Product Page Visits:
    • Set up tracking on Shopify product pages and configured workflows to trigger follow-up actions based on high-intent visits.
  • Abandoned Cart Recovery:
    • Created an abandoned cart workflow, sending reminders and offering incentives to encourage purchase completion.

Step 3: Set Up Retargeting Ads for High-Intent Leads

  • HubSpot Ad Integration Setup:
    • Integrated HubSpot with Google Ads and Facebook Ads for retargeting campaigns.
    • Created custom audiences based on HubSpot lists, targeting high-intent users like form submitters and cart abandoners.
  • Build High-Priority Funnel for Retargeting:
    • Designed a retargeting-specific landing page and linked ads to it for optimized conversions.
    • Configured automated follow-up emails for leads engaging with retargeting ads.

Step 4: Post-Purchase Upsell & Re-Engagement Workflows

  • Post-Purchase Workflow Setup:
    • Developed a post-purchase workflow in HubSpot, delivering thank-you emails, care tips, and upsell offers to nurture customer loyalty.
  • Re-Engagement Workflow for Inactive Leads:
    • Built a re-engagement workflow for inactive leads, including personalized offers and retargeting campaigns.

Step 5: Monitor & Optimise the Funnel

  • HubSpot Dashboards for Performance Tracking:
    • Set up HubSpot Sales Dashboard to monitor funnel performance, conversion rates, and key metrics across each stage.
  • Notifications & Task Setup:
    • Configured automated notifications and tasks for sales follow-ups on high-priority leads and abandoned cart events.

Result:

Within the first quarter after implementation, The Ecommerce Shop achieved the following:

20% increase in lead conversions through improved lead nurturing and automated workflows.

25% higher sales due to effective abandoned cart recovery and retargeting strategies.

Enhanced customer engagement with personalized post-purchase and re-engagement campaigns, leading to repeat purchases.

Time savings of over 30% for the sales team through automation of follow-ups and task management.

Conclusion:

Insightstap’s integration and automation strategy enabled Ecommerce Shop to streamline their customer journey, boost conversion rates, and improve overall efficiency. By leveraging HubSpot’s CRM and retargeting capabilities, the company now benefits from a cohesive sales funnel that maximises customer engagement and sales potential.