---
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.
image: https://www.crmwired.com/hubfs/crmwired-site/case-study-sauna-heater-supply-og.jpeg
---
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[Case studies](https://www.crmwired.com/case-studies) / Sauna Heater Supply
Shopify integration and AI support
# Shopify quotes tracked to revenue, and an AI support desk
Sauna equipment · Shopify · Sales Hub and Service 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 and Service Hub Professional, with no Enterprise upgrade.
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.
ShopifyPhone systemSales HubHelp DeskAI agent
**Stack:** HubSpot Sales Hub Professional, Service Hub Professional (Help Desk and 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2. 02Duplicates move to a Superseded stage instead of lost, and abandoned checkouts land as deals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
Update · October 2026
## Abandoned checkouts, task clean-up and a sharper AI agent
After phase two went live, the owner sent two rounds of requests. Each one was built in Shopify Flow or HubSpot and checked against live data before it was switched on.
01 · Trigger
A checkout is abandoned in Shopify
Shopify Flow picks it up straight away.
02 · Check
Checks before any text
The customer opted in to SMS, the order is still unpaid, and it is between 8am and 6pm Pacific.
03 · Check
Team already in touch?
If a rep has already called or texted the customer in Quo, no text goes out.
04 · Result
A text from the owner goes out through Quo
In the owner's own wording, from the store's phone system.
05 · Wait
21 days with no order
The deal moves to Abandoned - Expired, kept apart from Closed Lost so the close rate stays honest.
**267**overdue tasks closed, with lead and quote cadences trimmed
**59**trade partner accounts, matching the Shopify tag count
**Day 1 + 4**new lead cadence: a call on day one, a text on day four
**21 days**until a stale abandoned cart moves to its own expired stage
Tasks close with the deal
Deal-linked tasks complete themselves when a deal closes, without touching existing delivery check-ins.
Quotes move leads on
Contacts with a quote or draft order are flagged, and their open leads move to Qualified.
Chat replaces Chatra
HubSpot chat installed on a preview theme, ready to replace the old chat tool.
AI agent answers fixed
Shipping answers for large kits now come from the store's published rules, tested in the agent before going live.
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)
## Want results like these in your portal?
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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)
- [Guides](https://www.crmwired.com/guides)
- [Help centre](https://help.crmwired.com/)
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### 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/)
© 2026 CRM Wired LLCHubSpot is a registered trademark of HubSpot, Inc. CRM Wired is an independent consultancy.
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