HubSpot automations

HubSpot automations

7-day trial
Free templates
Setup included

MESA is the fastest way to connect HubSpot to everything you use — without writing code or hiring developers. Build workflows instantly by describing what you need, or choose from 300+ pre-made templates that solve common tasks. Multiply your impact without multiplying the work.

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Ready to integrate HubSpot? Try MESA free for 7 days.

Our support team will help you set up your first workflow for free.

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Start from customizable templates

MESA includes pre-made HubSpot workflow templates to get you started quickly.

  • Create HubSpot Deals from Shopify Orders

  • Convert Shopify Draft Orders to HubSpot Deals

  • Create HubSpot Contacts From New Shopify Customers

  • Create HubSpot Contact and Deal from New Shopify Customers

  • Sync Shopify Customers From Updated HubSpot Contacts

  • Research New HubSpot Leads with Perplexity

  • Create or Update a HubSpot Contact from a Typeform Response

Or, build your own HubSpot workflow

Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more HubSpot docs in our knowledge base.

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Create Company Association

Link a company to an existing contact or deal.

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Create Contact Association

Link a contact to an existing company or deal.

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Create Deal Association

Link a deal to an existing company or contact.

Delete Company

Remove an existing company.

Delete Company Association

Unlink a company from an existing contact or deal.

Delete Contact

Remove an existing contact.

Delete Contact Association

Unlink a contact from an existing company or deal.

Delete Deal

Remove an existing deal.

Delete Deal Association

Unlink a deal from an existing company or contact.

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Popular use cases for automating HubSpot

Connecting HubSpot into workflows helps you get more done in less time.

360-Degree Customer View

Get a comprehensive view of each customer's interactions with your Shopify store. From the pages they've visited to the products they've purchased, all this information is at your fingertips. Use these insights to tailor marketing efforts that enhance the customer experience.

Automate Marketing

Say goodbye to manual marketing efforts. With HubSpot, you can set up automated email campaigns triggered by specific customer behaviors on your Shopify store. It's all about the right message at the right time, and HubSpot makes it effortless.

Streamlined Sales Process

Integrating HubSpot CRM with Shopify enables you to create a seamless sales pipeline. Manage leads, convert them into customers, and nurture those relationships for repeat sales, all within one platform. HubSpot CRM not only helps you sell but also helps you sell smarter.

Enhanced Customer Support

Customer service isn't just about solving problems; it's about delighting customers. With HubSpot, you can automate support ticket creation based on customer inquiries from your Shopify store. This ensures that no customer issue goes unresolved, and every interaction is a chance to exceed expectations.

Data-Driven Decision Making

Understand what's working and what's not with HubSpot's powerful analytics tools. Integration with Shopify ensures that your data is always up to date and reflects the true pulse of your business. Make informed decisions that drive growth and profitability based on real, actionable insights.

Need help?
Get help building any workflow.

Talk to experts that will help you personalize any template or build a custom workflow.

Request a workflow →

Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.
Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.

Real humans, always

Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.

Contact support →

Learn more about automating HubSpot

Shopify CRM and ERP Integrations: Complete Guide (2026) Shopify Guides 12 min Shopify manages your storefront, orders, and customers — but it is not a CRM or an ERP. As stores grow,...
How to Turn Complex Help Scout Tickets into Research-Backed Customer Responses Workflow Tutorials 12 min Your customer support team just received a ticket asking about compliance requirements for a specific industry regulation you’ve never encountered....
How to Create HubSpot Contacts from Typeform Responses Workflow Tutorials 12 min Every business collects leads through forms, but manually copying each response into your CRM turns a 30-second task into a...
How to Sync New Shopify Customers as HubSpot Contacts Workflow Tutorials 12 min Keeping your Shopify customer list up to date in HubSpot can get messy fast. Between new signups, first-time buyers, and...
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