---
title: "Sauna Heater Supply HubSpot case study: Shopify integration and AI support"
description: Shopify quotes tracked to revenue, and an AI support desk. Every rep-built quote is a tracked deal, and paid orders close the right one.
---

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[Case studies](https://www.crmwired.com/case-studies) / Sauna Heater Supply

![Sauna Heater Supply logo](https://www.crmwired.com/hs-fs/hubfs/crmwired-site/clients-sauna-heater-supply.webp?width=439&height=120&name=clients-sauna-heater-supply.webp)

Shopify integration and AI support

# Shopify quotes tracked to revenue, and an AI support desk

Sauna equipment · Shopify · Sales Hub Professional

HubSpotShopifyPhone systemSales HubHelp DeskAI agent

**80%+**of orders start as rep-built quotes

**10 min**quote amount sync to HubSpot

**19**help articles behind the AI agent

The story

## What changed

Before

Sauna Heater Supply sells high-ticket sauna equipment on Shopify. More than 80% of their orders start as rep-built draft orders. The build had to stay on Sales Hub Professional.

After

Every rep-built quote is a tracked deal, and paid orders close the right one.

The build

## What I built

In the order the work was done.

![](https://www.crmwired.com/hubfs/crmwired-site/integrations-shopify.svg)ShopifyPhone systemSales HubHelp DeskAI agent

**Stack:** HubSpot Sales Hub Professional, Help Desk, customer agent, Shopify Flow, phone system API.

[How I build Shopify + HubSpot projects](https://www.crmwired.com/hubspot-shopify-integration)

1. 01Shopify Flow creates a HubSpot deal for every draft order, syncs amounts every 10 minutes and closes the right deal when the order is paid
2. 02Duplicates move to a Superseded stage instead of lost, and abandoned checkouts land as deals
3. 03Customer sync rebuilt in Shopify Flow, replacing a third-party connector, plus a daily catch-up job for missed quotes
4. 04New phone callers become contacts automatically and go round robin to two reps with day-one call tasks
5. 05Trade partner tags set B2B or DTC buyer type
6. 06HubSpot customer agent with guardrails and handoff rules
7. 0719 help articles written from the store's own policies
8. 08Help Desk with ticket categories, SLAs and saved replies, plus sales and support dashboards

Result

Every rep-built quote is a tracked deal, and paid orders close the right one.

[Next case study · BelBonita A stylist funnel from registration to repeat wholesale buyer](https://www.crmwired.com/case-studies/belbonita)

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[Book a free call](https://www.crmwired.com/contact)

### Services

- [NetSuite + HubSpot](https://www.crmwired.com/hubspot-netsuite-integration)
- [ServiceTrade + HubSpot](https://www.crmwired.com/hubspot-servicetrade-integration)
- [Shopify + HubSpot](https://www.crmwired.com/hubspot-shopify-integration)
- [Zapier + HubSpot](https://www.crmwired.com/zapier-hubspot)
- [AI agents and Help Desk](https://www.crmwired.com/hubspot-ai-agent)
- [HubSpot audit and cleanup](https://www.crmwired.com/hubspot-audit)

### Company

- [Case studies](https://www.crmwired.com/case-studies)
- [About](https://www.crmwired.com/#about)
- [Pricing](https://www.crmwired.com/#pricing)
- [Book a call](https://www.crmwired.com/contact)
- [Privacy policy](https://www.crmwired.com/privacy)

### Contact

- [abdur@crmwired.com](mailto:abdur@crmwired.com)
- [LinkedIn: CRM Wired](https://www.linkedin.com/company/crmwired)
- [LinkedIn: Abdur Rahim Mostafa](https://www.linkedin.com/in/abdur-rahim-mostafa-302157137/)

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