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

Description

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.