Recover Abandoned Shopify Carts with Automated CRM & Email Engagement
Shopify → HubSpot, Microsoft Teams, Gmail, Google Sheets
Apps Required
No-code and low-code platform
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Trigger: New abandoned checkout in Shopify
Detects abandoned checkouts in Shopify using a scheduled trigger that runs every 3 minutes.
Get HubSpot contact by email
Searches HubSpot for an existing contact using the abandoned checkout customer email.
Decision: Does HubSpot contact exist?
Checks if a HubSpot contact ID exists to determine the follow-up path.
If contact exists: Update lifecycle stage
Updates the existing HubSpot contact lifecycle stage to Other.
If contact exists: Create HubSpot follow-up task
Creates a high-priority follow-up task in HubSpot for abandoned checkout outreach.
If contact exists: Send Microsoft Teams alert
Sends a Teams channel message indicating the contact already exists and was updated.
If contact exists: Send abandoned cart email
Sends a cart recovery email to the customer with a link to resume checkout.
If contact does not exist: Create HubSpot contact
Creates a new HubSpot contact with profile and address details from Shopify checkout data.
If contact does not exist: Create HubSpot task
Creates a high-priority follow-up task in HubSpot for the newly created contact.
If contact does not exist: Send Microsoft Teams alert
Sends a Teams channel message confirming the contact was newly created in HubSpot.
If contact does not exist: Send abandoned cart email
Sends a cart recovery email to the customer with a link to resume checkout.
If contact does not exist: Append record to Google Sheets
Logs abandoned checkout details in Google Sheets for tracking and reporting.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Products updated | On products updated in Shopify. |
| New Abandoned Checkout | Triggers when a new abandoned checkout is created in Shopify. |
| New Company Created | Triggers when a new company is created in Shopify. |
| New customers created | On new customers created in Shopify. |
| New products created | On new products created in Shopify. |
| Customers updated | On customers updated in Shopify. |
| New orders created | On new orders created in Shopify. |
| New Company Location Created | Triggers when a new company location is created in Shopify. |
| New Refund Created | Triggers when a new refund is created for a Shopify order. Only fires for orders that have at least one refund with one or more refund line items. |
| Orders Cancelled | Triggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null. |
| New Company Location Created | Triggers when a new company location is created in Shopify. |
| New Return Created | Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return. |
Streamline Your Order Process with Automation
Automated cart recovery outreach
Instantly engages abandoned checkout customers with personalized recovery emails.
1
2
CRM-driven follow-up
Creates or updates HubSpot contacts and tasks automatically to streamline sales follow-up.
Centralized visibility
Sends operational alerts to Teams and logs abandoned checkout data in Google Sheets for monitoring.
3
1
Automated cart recovery outreach
Instantly engages abandoned checkout customers with personalized recovery emails.
2
CRM-driven follow-up
Creates or updates HubSpot contacts and tasks automatically to streamline sales follow-up.
3
Centralized visibility
Sends operational alerts to Teams and logs abandoned checkout data in Google Sheets for monitoring.
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Common questions about this automation template.
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