Shippy + HubSpot: One App, Every Object, Full Order Visibility

By Alexa Fangman

Manage shipments directly inside HubSpot without switching between platforms. Shippy brings full order visibility to every object in your CRM, streamlining your fulfillment process from contact to delivery.

Why Shipment Data Belongs in Your CRM

Your sales team closes deals in HubSpot. Your service team manages support tickets in HubSpot. Your marketing team tracks campaign performance in HubSpot. But when it comes to fulfillment, most teams still jump to separate shipping platforms, spreadsheets, or carrier websites to create labels and track packages.

That means your CRM doesn't know when orders ship, where packages are in transit, or when deliveries arrive. Your team fields "where's my order?" emails manually. Your customer timeline has a blind spot right at the moment that matters most: when your product reaches their hands.

Here at Dijy, we built Shippy because shipment data isn't separate from customer data. When you can see order creation, label generation, tracking status, and delivery confirmation right inside contact, company, deal, and order records, your entire team gains visibility into the complete customer journey. By maintaining one central database, time is restored for doing what you do best: building relationships and growing your platform.

Why is this important? Because you no longer need to leave HubSpot. Shippy is built to sail seamlessly within your interface, which means every team member accessing a record can see shipment status without asking around or checking another tool.

How Shippy Works Across Every HubSpot Object

Most shipping integrations treat your CRM as a one-way data export. You push order details out, create labels elsewhere, and maybe sync tracking numbers back if you're lucky. Shippy takes a different approach, living inside HubSpot and working across every object where shipment data matters.

When you install Shippy, it creates custom property groups and interactive App Cards directly on your contacts, companies, deals, and orders. That means sales reps viewing a deal record can create shipping labels with just a few clicks. Support agents reviewing a contact record can see real-time tracking status without switching tabs. Operations teams monitoring company accounts can view all historical shipments in one place.

Through HubSpot, you'll be able to generate domestic and international shipping labels, manage multiple carrier accounts to compare rates, handle customs documentation, create packing slips, and track delivery status, all while working on other items (like closing your next deal or answering customer questions). Shippy supports multi-item shipments with detailed item descriptions and automatically populates package weight from connected scales when you use Shippy Connect.

Additionally, you can connect your own carrier credentials to see personalized rates alongside default carrier rates. Depending on your subscription tier, you'll access workflow actions that trigger automations based on shipment status changes, packing slip customization that reflects your brand, and barcode import that pre-fills shipment fields to reduce manual entry errors. The app is accessible inside HubSpot across all your most important objects, which means your team never loses context while managing fulfillment.

From Shipments to Orders: Shippy's Custom Order Pipeline

HubSpot's order object already helps you track revenue and manage fulfillment processes. Shippy takes that capability further by enabling you to create a custom Shippy pipeline directly on the order object, giving you a visual workflow that moves orders from creation through shipment to delivery.

Once you set up your custom order pipeline, you can track each order's progress through stages that match your actual fulfillment process: new orders ready for shipment creation, orders with labels generated but not yet picked up by carriers, orders in transit, orders successfully delivered, and orders requiring attention due to delays or issues. Your team gains a unified view of where every order stands without checking multiple systems or asking for status updates.

Why is this important? Because visual pipelines help you spot bottlenecks immediately. If you notice orders piling up in the "label created" stage, you know your pickup process needs attention. If multiple orders sit in "in transit" longer than expected, you can proactively reach out to customers before they contact you. The Shippy Dashboard provides detailed reporting and tracking of shipment activities, visualizing shipment volume, delivery rates, and pipeline stages with customizable reports you can schedule and share with stakeholders.

That's where the real efficiency gain shows up. Teams using Shippy's order pipeline spend less time answering "where is this order?" questions and more time improving their fulfillment process based on actual data. Use your new time wisely (or however you want).

Real-Time Visibility That Saves Your Team Hours Each Week

Let's talk about what happens when shipment data lives outside your CRM. Sales reps ping operations to check order status. Support agents ask warehouse staff about tracking numbers. Customers email asking when their package will arrive. Everyone waits for information that already exists somewhere else, just not where they're looking.

With Shippy, that back-and-forth disappears. Real-time tracking status updates appear directly inside HubSpot records, which means anyone viewing a contact, company, deal, or order can see current shipment location and expected delivery date. Automated workflow actions can trigger follow-up emails when packages ship, send delivery confirmations when orders arrive, or alert your team when shipments experience delays. Shippy enables unified claims management for lost or damaged shipments right inside HubSpot, so your team handles exceptions without switching platforms.

Here at Dijy, we strive for the most efficient way to get from A to B. Our specialists excel in simplifying systems, and Shippy reflects that philosophy by reducing the manual workload in your fulfillment process. You'll automatically populate package weight from connected scales, optimize shipment creation by importing details directly from packing slip barcodes, and generate international shipments including customs documentation - all without leaving HubSpot.

Sound familiar? Teams juggling multiple tools, chasing down shipment information, and answering the same tracking questions repeatedly find that Shippy gives them hours back each week. If you hit rough seas along the way, contact us at help@dijy.com. Whatever your fulfillment situation, we'll figure it out together.

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