Shippy: The One-Stop Shop for Shipping Inside HubSpot

You can create a label, check a delivery, and keep your team informed without bouncing between a shipping tool, a spreadsheet, and your CRM. Shippy by Dijy brings shipping into HubSpot, right beside the customer information your team already uses.

If your current process involves copying an address into another tool, downloading a label, and pasting tracking details back into HubSpot, you know where the extra work lives. Shippy by Dijy brings those steps together so your team can work from the record instead of stitching updates together afterward.

Ship Where Your Customer Data Already Lives

Shippy's app cards put shipping on contacts, companies, deals, tickets, custom objects, and the Help Desk sidebar. Enable the cards where your team works, then create and review shipments without opening a separate shipping platform.

That means a sales rep can send a sample from a contact, while a support teammate handles shipping from Help Desk. Your shipping process follows the customer conversation instead of sending everyone to a different system.

If you store shipping addresses in dedicated fields, Shippy's property mapping lets you select recipient fields for supported objects. Your team can use the information it already maintains rather than copying it into another tool.

Compare Carrier Rates Without Leaving the Record

Shippy shows real-time carrier rates while you create a label. Sort available options by price or delivery time, then choose the service that fits the shipment. A routine package and an urgent delivery don't have to follow the same shipping decision.

You can view all available options or filter to your carriers. Supported carrier accounts let you see your negotiated rates alongside default carrier rates when your subscription includes custom accounts. The comparison happens inside the shipping flow, not across several carrier websites.

Review Draft Shipments Before Paying for Postage

Every shipment starts as a draft shipment, giving you a chance to review the details before postage is charged. Shippy saves your progress through the shipment generator, so you can step away and return to the draft on the record card.

Check the recipient address, package dimensions, weight, and carrier choice before finalizing. Catching a missing suite number or an incorrect weight here is easier than dealing with it after the package leaves your building.

For automated processes, choose the review level deliberately. Create Draft Shipment holds the shipment for human review without charging postage. Create Shipment can purchase the label automatically. A draft-first process gives you oversight; direct purchase suits a tested, repeatable shipping process.

Turn Deal Line Items Into Branded Packing Slips

Shippy generates branded packing slips from deals with associated line items. Item descriptions, SKUs, and quantities come from the deal, so your team doesn't need to build a separate document for the package.

Add your logo and primary brand color, and choose whether to include unit prices and amounts. Warehouse teammates can use the slip as an internal packing reference. Customer-facing teams can include it as an itemized receipt.

Generate a slip manually from the deal or automatically through a deal-based workflow. You can also consolidate generated slips into a merged PDF for bulk printing. The information starts with the sale and stays connected to fulfillment.

Keep Teams and Customers Informed With Live Tracking

Every shipment becomes an individual record in HubSpot's Orders object, associated with the record where it started. A live shipping pipeline reflects delivery progress through Label Ready, In Transit, Out for Delivery, Delivered, Available for Pickup, and Error.

Your team can see shipment progress inside HubSpot instead of maintaining a separate tracking spreadsheet. A label being ready and a package being delivered are different moments, and the pipeline keeps that distinction visible.

Tracking notification workflows turn those updates into communication. Use order-based workflows to send customers shipment updates and notify internal teammates when a status changes. For example, alert the account owner when a sample arrives or send the recipient tracking information when their package ships.

Automate Shipping Tasks and Deal Updates

Shippy's workflow actions help you create shipments and generate packing slips from events in HubSpot. With the required workflow access, you can trigger shipping when a deal closes or create a draft when a record is ready for review.

Packing slip generation belongs in deal-based workflows and requires associated line items. For deal-stage updates, use the associated order's tracking status as your trigger, then update the deal with HubSpot's workflow actions.

This connects the sale, the warehouse handoff, and the delivery update. Your team defines when each step happens instead of relying on someone to remember the next task.

Manage Carrier Pickups, Manifests, and Label Refunds

Shippy lets you schedule carrier pickups for eligible shipments. Select the packages, review any carrier-dependent pickup fees, and confirm without visiting a separate carrier portal.

Generate a pickup manifest to give the driver one scannable document covering your selected shipments. If you add another package afterward, generate a new manifest so the document includes it.

Need to cancel an unused label? Request a refund before the carrier scans it. The refund voids the shipment and returns the postage to your wallet. Once the carrier has scanned the label, that refund option is no longer available.

Keep Postage Funded With Auto Top-Up

Shippy's postage wallet holds the funds used to purchase labels. Postage is separate from your subscription and is deducted when you finalize a shipment.

Enable auto top-up to replenish the balance when it reaches your chosen threshold. You set the top-up amount and payment method, giving your team less manual balance-checking to manage alongside daily shipping.

Bring Shipping Into HubSpot With Shippy by Dijy

Shippy brings labels, packing slips, tracking, and shipping automation into HubSpot. Your team can work from customer records and manage the supporting shipping tasks in Shippy, without maintaining a disconnected shipping spreadsheet.

Install Shippy by Dijy from the HubSpot Marketplace and bring shipping closer to the customer data you already rely on. Happy shipping!