Syncing draft order using Draft Order Sync with Quotific CPQ

A step-by-step guide on syncing a Shopify draft order into HubSpot using our add-on feature.

If you're new to Draft Order Sync, learn more about it here!

This short demo allows you see the power of Draft Order Sync add-on in action, bringing in draft orders created by your sales team in Shopify, creating a contact card that is easily accesible, updating the draft until it becomes an actual order with properties that let you filter it. 

Let's get started on setting up Draft Order Sync!

1. Since it is an add-on to our Unific Sync you must have the Quotific plan.
2. To sign up for Unific, just visit Quotific CPQ landing page and click "Get Quotific Now" 
3. To see a demo and so that we can understand your specific needs, Book a demo here
4. After you sign up, you will see additional properties on your data sync:
   
   
5. Draft Orders synced will include a #D in the beginning of their name on the deal record, so they are easily recognizable in the pipeline.
   
   
6. As the Draft Order gets updated in Shopify it will move through the pipeline until it reaches the processed stage. Once it is completed, (processed) Draft Order Sync will automatically convert it to an actual Deal in HubSpot, assigning a regular ID to it. 
   
   1. Draft Order properties however, will remain in the deal record. This allows you to filter any Draft Order at any moment in their lifecycle while seeing the complete order history for a customer including their Draft Orders.