Automatically enroll 100% of buyers in follow-up sequences and save 3 hours/week on manual data entry.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
When a customer completes a purchase through Shopify Payments, this workflow instantly creates or updates their record in HubSpot and enrolls them in the right Klaviyo post-purchase email sequence based on what they bought. You build a customer relationship from the very first order without touching a keyboard.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Set up a Make scenario triggered by a new completed payment in Shopify Payments.
Step 2: Use the HubSpot module to create or update a contact with the buyer's name, email, and purchase total.
Step 3: Add a tag or property in HubSpot based on the product category purchased.
Step 4: Use the Klaviyo module to add the buyer to the matching post-purchase list (e.g., 'First-Time Buyer' or 'Repeat Customer').
Step 5: Verify by placing a test order and confirming the contact appears in both HubSpot and Klaviyo within 60 seconds.
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See PlansHubSpot gives your business one place to manage marketing, sales, and customer service — instead of juggling five or six different apps. You get a free CRM (customer relationship manager) that tracks every contact, email, and deal in one view. Over 278,000 companies already use it, from solo founders to mid-size teams. The free plan is genuinely useful. You get contact management, email marketing (up to 2,000 emails per month), live chat, basic bots, forms, and reporting dashboards — no credit card required. When you're ready for more, the Starter plan begins at $9 per month per seat, which adds automation and removes HubSpot branding. Here's the catch: the jump from Starter to Professional is steep. Pro starts at $800 per month plus a mandatory $3,000 onboarding fee. That's a big leap for a small team. But if you're growing fast and need advanced workflows, lead scoring, and social media tools, it can replace three or four separate subscriptions and actually save you money.
Shopify Payments is built for small business owners who already run—or plan to run—a Shopify store and want to accept credit cards without setting up a separate payment processor. You can turn it on with one click and start accepting Visa, Mastercard, Amex, Apple Pay, Google Pay, and Shop Pay right away. Your orders and payment data live in the same dashboard, so you always know where your money stands. It's included with every paid Shopify plan, and the transaction fees drop as you move up to higher-tier plans.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
Klaviyo is best for small e-commerce businesses that sell direct to consumers, especially those running on Shopify, WooCommerce, or BigCommerce. It lets you send email and text marketing messages that are triggered by what your customers actually do—like browsing a product, abandoning a cart, or making a purchase. You can build automated flows, segment your audience, and track how much revenue each campaign brings in, all from one place. It grows with you, starting free for very small lists and scaling up as your business does.
