Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
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 Trigger on new Shopify checkout** Shopify Trigger – Starts the workflow when a new checkout is created. Normalize and structure cart data** Parse Cart Data – Extracts email, customer name, items, cart totals, timestamps, and hours since creation. Filter carts that meet follow-up criteria** Filter Qualified Carts – Passes only carts older than 12 hours and valued above 50. Send follow-up message** Send a message – Delivers a reminder email to the customer about the pending checkout. Create or update CRM contact** Create or update a contact – Ensures the shopper exists as a HubSpot contact. Prepare CRM note details** Generates Note Data – Builds a structured note containing timing, cart details, and follow-up context. Create the HubSpot note** Create HubSpot Note – Submits the prepared note to HubSpot’s CRM. Associate note with the contact** Associate Note with Contact in HubSpot – Links the generated note to the correct HubSpot contact. 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.
Best fit
Categories
Services
Use cases
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