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.