Connect your store to your revenue system.
A structured HubSpot and Shopify setup that connects customer, order, and marketing data so you can automate lifecycle marketing, improve attribution, and drive repeat revenue.
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When ecommerce and CRM live separate lives
Many Shopify stores run marketing and sales from disconnected tools. Customer data sits in multiple places, campaign impact is hard to measure, and repeat purchase strategies rely on guesswork. The store runs. Marketing runs. But the data between them doesn't.
Customer data sits in multiple places
Shopify has customer purchase history. HubSpot has email engagement. Klaviyo has segments. Nobody has the complete picture of the customer.
Campaign impact is hard to measure
You run email campaigns but can't connect them to actual revenue. Attribution is unclear so you don't know which marketing drives repeat purchases.
Repeat purchase strategies rely on guesswork
You segment by product category or arbitrary time periods instead of actual purchase behavior and lifecycle stage.
Segmentation is limited
Shopify tags and basic filters aren't enough. You need lifecycle stages, RFM analysis, and behavioral segmentation to market effectively.
Attribution is unclear
Marketing claims credit for revenue. Store data shows something else. Nobody knows which campaigns actually drive purchases.
Manual exports and imports
Your team exports customer lists from Shopify, imports to HubSpot, builds segments manually - wasting hours every week.
What the HubSpot–Shopify Revenue Engine does
The HubSpot–Shopify Revenue Engine connects your store and CRM into one system that supports smarter marketing and clearer revenue visibility.
This isn't just an integration. It's a structured setup focused on lifecycle and revenue.
We focus on: Clean customer data flow, revenue attribution you can trust, automated lifecycle marketing, and segmentation based on real purchase behavior.
The goal is simple: Turn store data into revenue insight and action.
Delivered in 4-6 weeks.
What's included in the revenue engine setup
Integration setup
- HubSpot and Shopify connection and configuration
- Sync setup for customers, orders, and products
- Data mapping and field alignment
- Historical data migration where relevant
- Real-time sync validation
Customer lifecycle design
- Lifecycle stages based on purchase behavior
- >Segmentation logic for new, active, and lapsed buyers
- RFM (recency, frequency, monetary) segmentation
- Customer journey mapping
- Alignment between marketing and revenue data
Automation and workflow setup
- Post-purchase follow-up flows
- Thank you sequences with cross-sell opportunities
- Re-engagement campaigns for lapsed customers
- Win-back automation for churned buyers
- Abandoned cart recovery where relevant
- Product recommendation logic
Attribution and revenue tracking
- Revenue attribution setup by campaign and source
- Purchase tracking and event configuration
- Campaign ROI visibility
- Repeat purchase rate tracking
- Customer lifetime value calculations
- Revenue dashboards for leadership
Segmentation strategy
- Purchase behavior segments
- Product category affinity
- Average order value tiers
- Purchase frequency groups
- Engagement-based segments
Reporting setup
- Revenue by channel and campaign
- Customer acquisition and retention metrics
- Repeat purchase analysis
- Product performance tracking
- Marketing ROI dashboards
Documentation and training
- Data flow documentation
- Segment definitions and usage guide
- Automation playbook
- Best practices for ongoing management
We collaborate with companies all around the world
How it works
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Week 1-2: Discovery and setup
Review store and marketing setup, configure integration, design lifecycle framework.
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Week 3: Data and automation
Customer data mapping, lifecycle stage setup, core automation workflows.
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Week 4-5: Attribution and reporting
Revenue tracking setup, attribution configuration, dashboard builds.
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Week 6: Validation and handover
Testing, stakeholder validation, team training, documentation delivery.
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Timeline: 4 to 6 weeks
Depends on store complexity, data volume, and automation scope.
What disconnected ecommerce costs you
Manual work
Without integration, teams spend 20-30% of their time manually exporting customer lists, building segments, and reconciling data between systems.
Attribution blindness
When 40-50% of revenue can't be attributed to specific campaigns, marketing optimization becomes guesswork instead of data-driven.
Lost repeat revenue
Without lifecycle automation, 25-35% of potential repeat purchases are missed because follow-up timing and messaging isn't personalized.
Segmentation limitations
Basic Shopify segments capture only 30-40% of available targeting opportunities compared to behavior-based HubSpot segmentation.
Delayed insights
Manual reporting means leadership sees revenue data days or weeks late instead of real-time, slowing decision-making.
Wasted ad spend
Without clear attribution, marketing budgets are allocated based on assumptions, wasting 15-25% of spend on underperforming channels.
Pricing
Fixed-scope engagement. Final pricing depends on:
- Store complexity and order volume
- Number of products and product categories
- Automation and workflow scope
- Historical data migration needs
- Custom integration requirements
- Reporting depth and attribution complexity
Automation refinement, new campaign setup, reporting updates, performance optimization.
Improved repeat purchase rates, clearer attribution, automated marketing, and reduced manual work typically deliver 4-8x ROI in first year.
Frequently Asked Questions
Both. We configure the HubSpot-Shopify integration, set up data flows, and build the automation. Complete end-to-end setup.
We can migrate historical customer and order data to HubSpot based on your needs - recent customers, all customers, or specific segments.
Yes. We can integrate with email platforms, ad platforms, analytics tools, and other systems in your marketing stack.
Marketing Hub Professional or higher is required for the automation and lifecycle features. We'll help you understand what's needed.
We can migrate email flows to HubSpot or design a strategy where both tools work together based on your needs.
Yes. We set up lifecycle stages and automation specific to subscription businesses including churn prevention and upsell flows.
We configure abandoned cart automation if you're not using Shopify's native feature or want more sophisticated multi-step sequences.
Not very. We build everything and provide training. Your team needs to understand segments and basic workflow concepts.
The setup handles product syncs automatically. New products flow into HubSpot and become available for segmentation and automation.
Why WX for ecommerce revenue engines
Ecommerce expertise
We've built revenue engines for dozens of DTC and B2C brands. We know what works for driving repeat revenue and attribution.
HubSpot specialists
HubSpot Platinum Partners with deep expertise in Marketing Hub automation, lifecycle marketing, and ecommerce integrations.
Revenue-focused approach
We optimize for repeat purchases and customer lifetime value, not just email open rates or basic automation.
Complete implementation
Strategy, integration setup, automation builds, attribution configuration, and training - full end-to-end service.
Shopify platform knowledge
We understand Shopify's data structure, limitations, and best practices for connecting to marketing automation platforms.
This is a good fit if
Shopify is a key revenue channel for your business
You run email or lifecycle marketing campaigns
Attribution is unclear or unreliable today
You want to drive repeat purchases systematically
Customer data and behavior matter for marketing decisions
You're ready to invest in proper ecommerce marketing automation
Turn store data into growth
If Shopify drives revenue, the data should inform your marketing and decisions.
Connect your store to a system that supports scale, attribution, and lifecycle marketing.
4-6 weeks. Complete integration. Revenue-focused automation.
Your ecommerce team
CEO
COO
Lead of RevOps &
Commercial Growth