Recover Abandoned Shopify Carts with Email Follow-ups, HubSpot CRM & Google Sheets Tracking

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.