Client Profile
- Industry: Retail, E-Commerce
- Location: Miami, Florida, USA
Project Overview
The Florida-based retailer wished to synchronize their Shopify data with the HubSpot platform. With more than 400,000 past orders and over 1000 new orders every day, they found it daunting to move the huge amount of data on their own.
Moreover, they needed to sync their data between both systems properly. Data synchronization refers to merging data from different sources, devices, and/or applications while preserving data consistency. It applies to both the historical and new data. The importance of accuracy when importing historical data and new data cannot be overstated.
Accurate data synchronization results in informed decision-making, secure and transparent communication, compliance with regulations, and better teamwork and customer experiences.
Challenges
The client had the challenging task of meaningfully integrating their Shopify store with the HubSpot platform to get the most out of it. The major issues they faced were:
Historical Data Import
The client needed to import their past orders from their old platform into HubSpot. Those orders amounted to more than 400,000. Since historical data may have inconsistencies or errors, it was important for the client to import them with accuracy which required a time-consuming and resource-straining process of cleaning, mapping, and validating the data. It was challenging for them to ensure smooth onboarding due to the massive volume of data.
Data Sync
Another requirement of the client was to sync orders every 30 minutes and products once every day. The business had more than 1000 orders daily from their different Shopify stores and they needed to sync the orders, customers, and payments to the HubSpot platform. Ensuring synchronized data in real time was important to them since delays and mismatches in data could lead to misinformed decisions.
Stock Sync
The client also required stock data to be synced regularly and efficiently to update the database and generate timely reports for further decision-making.
Solution and Technologies Used
Given the complexity of the problems faced by the organization, they promptly contacted the OpenMalo team to provide them with a robust solution. Our team immediately set to understanding the client’s requirements and devising a solution.
To address the unique requirements of the client, our team used several key HubSpot APIs to seamlessly integrate it with Shopify and build a customized application. Here’s a breakdown of the different APIs employed to meet the client’s needs:
For importing historical data, we used the HubSpot Imports API that facilitated a smooth transition of over 400K orders with high accuracy. Plus, the HubSpot Engagements API was used to import past customer engagements with a comprehensive overview of each interaction.
We used the HubSpot CRM APIs for syncing details of customers and their orders and returns between Shopify and HubSpot. Its Deals API facilitated us to integrate and handle payments efficiently within the HubSpot CRM system.
For syncing the stock data at regular intervals, we used the HubSpot Custom Objects API that enabled the creation of custom objects within the HubSpot system for each product and its stock. At the same time, the HubSpot Reporting API allowed us to generate relevant stock reports on demand for further analysis and decision-making.
In addition to these APIs, our team adeptly used cutting-edge web technologies to craft a robust web application to enhance the CRM capabilities of the client’s business.
Laravel: With Laravel’s built-in support for building RESTful APIs, we established smooth and secure communication channels between the application and the Shopify as well as HubSpot platforms.
Vue.JS: For building a user-friendly frontend for the application, we employed the UI Component libraries of Vue.JS. It was very helpful in building dynamic and responsive interfaces.
PostGres: We used the PostGres database system to ensure the integrity and security of the huge amount of CRM data. We also used optimized queries to handle the large datasets, including over 400K past order data.
Tailwind CSS and Chart.js: Tailwind CSS was applied to design an intuitive and user-friendly structure so users can effortlessly navigate through the different dashboard sections. Chart.js allowed users to create visually engaging and interactive charts that represented various data aspects such as order trends, customer demographics, and payment distribution. Plus, it also allows passing data directly into the chart, providing real-time updates as new data gets synchronized.
Outcomes
Through resourceful utilization of the HubSpot API modules and modern web technologies, our solution efficiently addressed the immediate needs of order and customer synchronization, historical data import, and periodic stock sync. It also established the groundwork for a robust and scalable integration. The outcome was a seamlessly integrated system that provided the client with accurate, real-time data.
Moreover, the technologies that we used enabled scalability to accommodate future growth in data volume and user interactions. The continuous optimizations that we provided ensured efficient application performance during times of high transaction volumes.
The outcome was a great success, reflected in the client feedback: “The team went above and beyond to find solutions whenever there were technical blockers and completed the whole project efficiently in a short duration of only 9 months.”
Transform Your E-commerce Business With OpenMalo
There are several benefits of integrating your existing Shopify with the HubSpot CRM system:
Unified Customer Data With a 360-degree View
Streamlined and Automated Operations
Enhanced Marketing Capabilities
Comprehensive and Real-Time Data Analytics
Improved Customer Engagement and Retention
Seamless Business Growth
If you have an online retail business and looking to modernize your operations, look no further. Contact our expert team today to learn more about efficient system integrations including Shopify-HubSpot integration to skyrocket your business into the future.