HubSpot Shopify Sidekick Integration

1. Install MWB HubSpot Sidekick in your Shopify store.
2. Open the application from the Apps section in Shopify Admin.
3. The dashboard displays the HubSpot connection page.

Connect HubSpot

To authorize your HubSpot account:

1. Open the MWB HubSpot Sidekick app.

1. Click Connect HubSpot.
2. Make sure you’re signed in to your HubSpot account.
3. Select the HubSpot portal you want to connect.

1. Review the requested permissions.

1. Click Connect app to complete the authorization.

Note: The application uses HubSpot OAuth authentication. Your HubSpot password is never stored by the application.

Connection Status

The connection banner displays the current status of your HubSpot connection.

It includes:

• Connection status
• HubSpot Portal ID
• Connection Date
• This allows you to verify whether Sidekick can communicate with your HubSpot CRM quickly.

Disconnect HubSpot

To remove the connection:

1. Open the app dashboard.
2. Click Disconnect.
3. Confirm the action.

You can reconnect your HubSpot account at any time.

Setup Progress

The Setup card validates the initial configuration and onboarding.

Connect HubSpot

Complete the OAuth authorization process to establish a secure connection with your HubSpot portal.

Ask Sidekick

After connecting HubSpot, open Shopify Sidekick and ask one of the supported CRM questions to verify the integration.

When both steps are completed, the setup process is complete.

You can also create your own natural-language prompts based on the supported CRM capabilities.

The image below shows Sidekick responding to a CRM query.

What You Can Do

This section highlights the HubSpot capabilities currently available through Shopify Sidekick.

Each card represents a supported CRM capability that can be accessed by asking Sidekick a natural-language question.

Contacts & Companies

Search HubSpot contacts and companies using natural language.

You can retrieve information such as:

• Contact names
• Company names
• Lifecycle stages
• Contact owners
• Created dates

Example prompts

• Find contacts from Acme Corp.
• Show contacts owned by John Smith.
• Find companies created this month.

Deals & Pipeline

Retrieve deal and pipeline information from HubSpot.

Available insights include:

• Deal search
• Pipeline summaries
• Total pipeline value
• Weighted pipeline value
• Stage-wise breakdown
• Win rate

Example prompts

• Show deals closing this month.
• What’s my pipeline value this quarter?
• List open deals above $10,000.

Marketing Emails

Review the performance of your HubSpot marketing emails.

Retrieve metrics such as:

• Sends
• Opens
• Clicks
• Bounces
• Revenue attribution

Example prompts

• How did my last marketing email perform?
• Show the best-performing campaign this month.
• Which email had the highest open rate?

Lists & Segments

Access HubSpot lists directly from Sidekick.

You can:

• View active lists
• View static lists
• Compare list sizes
• Identify growing segments

Example prompts

• Show my largest contact list.
• Which list grew the most this month?
• Display all active lists.

Workflows

Check the status of HubSpot workflows.

Available information includes:

• Workflow enrollment
• Workflow completion
• Conversion progress

Example prompts

• Is the Lead Nurturing workflow active?
• How many contacts entered the onboarding workflow?
• Which workflow has the highest completion rate?

Account Analytics

Retrieve high-level CRM analytics.

Examples include:

• Contacts created
• Deals created
• Date-based CRM activity

Example prompts

• How many contacts were created this week?
• Show deals created this month.
• Compare new contacts from last month.

Edit Email Drafts

This capability allows Sidekick to assist with updating HubSpot marketing email drafts.

Supported actions include editing:

• Subject line
• Email name
• Preview text

Before changes are saved, Sidekick presents a confirmation screen to review your updates.

Example prompt

• Update the subject line of my latest marketing email draft.

These capabilities are visible in the dashboard but are not yet available for use. They will be released in future updates once supported by Shopify Sidekick.

Upcoming capabilities include:

• Create HubSpot Deals
• Edit HubSpot Deals
• Edit HubSpot Contacts

No. The app does not synchronize HubSpot CRM records with Shopify. It provides Shopify Sidekick with secure access to supported HubSpot information whenever you request it.

Does the app store my HubSpot password?

No. Authentication is handled through HubSpot OAuth. Your HubSpot credentials are never stored by the application.

Can I disconnect HubSpot later?

Yes. You can disconnect your HubSpot account at any time from the app dashboard.

Can I connect multiple HubSpot portals?

The app supports connecting a single HubSpot portal per Shopify store. If you need to switch portals, disconnect the current account and reconnect the desired portal.