Klaviyo is the right email and SMS tool for most DTC brands. But some businesses need more. They need a CRM that tracks leads, a sales pipeline for wholesale or B2B enquiries, marketing automation that goes beyond email flows, and reporting that connects marketing spend to revenue across channels.
That's where HubSpot fits. We integrate it with Shopify Plus for brands that operate across DTC, wholesale, and B2B - where the customer journey involves sales conversations, not just add-to-cart clicks.
The integration syncs Shopify customer data, order history, and product interactions into HubSpot's CRM. Sales teams see purchase history alongside deal stages. Marketing teams build segments using both CRM properties and commerce behaviour. Support teams get the full picture without switching tabs.
Customer records, order data, and lifetime value flow from Shopify into HubSpot automatically. When a customer places an order, their HubSpot contact updates in real time. Sales reps see purchase history, product preferences, and support interactions in one place.
HubSpot's workflows handle multi-channel sequences that Klaviyo can't. Lead nurturing for B2B prospects, event-triggered campaigns across email, ads, and forms, and attribution reporting that ties campaigns to closed deals.
For brands with a wholesale channel, we set up HubSpot deal pipelines that track prospects from enquiry to first order to repeat. Automated follow-ups, quote management, and rep assignment. The stuff Shopify wasn't built to do.
HubSpot connects marketing spend (Google, Meta, email) to actual revenue in Shopify. You can see which campaigns drive purchases, not just clicks. This is harder to get right than most people think, and we build it properly.
HubSpot is the right call when your business combines DTC ecommerce with B2B, wholesale, or high-touch sales motions. If you're a pure DTC brand selling through Shopify and your marketing needs are email, SMS, and flows, Klaviyo is simpler and cheaper. Don't add HubSpot complexity you don't need. But if you have a sales team, wholesale accounts, or multi-channel attribution requirements, HubSpot fills gaps that Klaviyo and Shopify can't.
Different tools for different problems. Klaviyo is purpose-built for ecommerce email and SMS. HubSpot is a CRM with marketing automation built in. If you're a pure DTC brand, Klaviyo. If you have B2B, wholesale, or sales pipeline needs alongside DTC, HubSpot. Some brands run both - Klaviyo for transactional and retention email, HubSpot for CRM and sales.
HubSpot's free CRM covers basics. Marketing Hub Starter is $20/month. Professional is $890/month. Most Shopify Plus brands with B2B needs land on Professional or Enterprise. The cost scales with contacts and features.
The native HubSpot-Shopify connector covers the basics. For deeper sync requirements - custom properties, multi-store setups, or complex segmentation - we build custom integration logic to make sure data flows accurately both ways.