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How it works
The workflow triggers on a new checkout event from Shopify and extracts all relevant cart data. It filters carts based on value and age to isolate qualified abandoned checkouts. For each qualified cart, it sends a follow-up email, updates or creates the corresponding HubSpot contact, and generates a CRM note linked to that contact. Finally, it logs the processed cart into Google Sheets for tracking and review.
Step-by-step
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Trigger on new Shopify checkout
- Shopify Trigger – Starts the workflow when a new checkout is created.
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Normalize and structure cart data
- Parse Cart Data – Extracts email, customer name, items, cart totals, timestamps, and hours since creation.
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Filter carts that meet follow-up criteria
- Filter Qualified Carts – Passes only carts older than 12 hours and valued above 50.
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Send follow-up message
- Send a message – Delivers a reminder email to the customer about the pending checkout.
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Create or update CRM contact
- Create or update a contact – Ensures the shopper exists as a HubSpot contact.
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Prepare CRM note details
- Generates Note Data – Builds a structured note containing timing, cart details, and follow-up context.
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Create the HubSpot note
- Create HubSpot Note – Submits the prepared note to HubSpot’s CRM.
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Associate note with the contact
- Associate Note with Contact in HubSpot – Links the generated note to the correct HubSpot contact.
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Record activity in tracker sheet
- Log to Google Sheets – Appends processed cart fields including items, totals, timestamps, and customer info.
Why use this?
- Identifies high-value or long-abandoned carts automatically and follows up without manual effort.
- Keeps CRM records updated and adds contextual notes sales teams can act on.
- Maintains a structured audit trail of every abandoned cart interaction.
- Improves recovery chances by combining email outreach with CRM enrichment and logging.
- Enables analysis of abandoned checkout patterns directly from Google Sheets.