1.Triggers on new paid order
Integrate Shopify and ecommerce order feeds to capture each paid storefront order payload for deal creation.
Shopifyor swap with your favorite appCreate CRM deal from each storefront order
Automatically monitor new paid orders across Shopify, HubSpot, and Code by Zapier. Create and update CRM deals when new paid order arrives, paid orders qualify, or test orders postβso you can enrich contacts, set pipeline stages, and add line items without manual data entry.
How this automation creates pipeline-ready deals
When new paid orders hit Shopify, manual deal setup can miss customers, misplace stages, and delay follow-up. This automation finds or creates contacts, normalizes pipeline stages, and creates deals with line itemsβso your team can act on every order fast.
2.Find or creates contact
Integrate HubSpot and CRM enrichment tools to match customer emails and create or reuse contact records.
HubSpotor swap with your favorite app
3.Normalizes statuses and picks stage
Integrate Code by Zapier and reporting logic to normalize fulfillment and financial statuses and select a pipeline stage.
Code by Zapieror swap with your favorite app
4.Creates deal with stage and dates
Integrate HubSpot and CRM deal records to create a deal with order totals, currency, and the chosen pipeline stage.
5.Iterates line items
Integrate Looping by Zapier and ecommerce item data to iterate each order line item for downstream CRM creation.
Looping by Zapieror swap with your favorite app
6.Creates products and line items
Integrate HubSpot and catalog tools to find or create products and create associated deal line-item records.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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