CRM Integration
Shippy creates custom property groups on the following HubSpot objects:
Contact
Company
Deal
Ticket
Order
Custom Object (when enabled)
These properties, or fields, include Recent Shippy Tracking Number, Recent Shippy Status, and Recent Shippy Status Detail.
💡 In order to enable Shippy on a custom object, you'll need to input the internal value.
Orders Object
Each shipment is logged as an individual order via the Orders object in HubSpot. The order will be associated to the record where the shipment was initially created (contact, company, deal, ticket, or custom object).
An Orders Pipeline syncs and reflects as the shipment status is updated. This enables detailed reporting and tracking of shipment activities. The stages in this pipeline include:
Label Ready
In Transit
Out for Delivery
Delivered
Available for Pickup, and
Error.
Because the pipeline stages update in real-time, head to Workflow Actions to send shipment notifications and HubSpot Reporting to create reports based on your orders.