Case studies / Sauna Heater Supply
Shopify integration and AI support
Shopify quotes tracked to revenue, and an AI support desk
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.
ShopifyPhone systemSales HubHelp DeskAI agentStack: HubSpot Sales Hub Professional, Help Desk, customer agent, Shopify Flow, phone system API.
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
02Duplicates move to a Superseded stage instead of lost, and abandoned checkouts land as deals
03Customer sync rebuilt in Shopify Flow, replacing a third-party connector, plus a daily catch-up job for missed quotes
04New phone callers become contacts automatically and go round robin to two reps with day-one call tasks
05Trade partner tags set B2B or DTC buyer type
06HubSpot customer agent with guardrails and handoff rules
0719 help articles written from the store's own policies
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.
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