CRM Integration
Shippy creates custom property groups on the following HubSpot objects:
- Contact
- Company
- Deal
- Ticket
- Order
These properties include Recent Shippy Tracking Number, Recent Shippy Status, and Recent Shippy Status Detail.
Order Object
Each shipment is logged as an individual order via the Order object in HubSpot. The Order object will be associated to the record where the shipment was initially created.
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.
Workflow Triggers & Actions
Based on your subscription, Shippy includes a Workflow Action to auto-generate shipments:
To rely on the "Send a package" action, you must include package dimensions, carrier rates, and sender's address, as well as tokens for each address field.
You can also build custom Workflow Triggers based on shipment data - for example:
- Send a thank-you email when the status is “Delivered”
- Notify your internal team when tracking information is added
- Move Deals to “Processing” when a shipment is created
Reports & Dashboards
Leverage HubSpot Dashboards & Reports to visualize shipping volume, on-time delivery rates, and other key metrics:
