1.Captures abandoned cart payload
Integrate Shopify and ecommerce tracking to capture shopper details and cart context to start lead recovery workflows.
Shopifyor swap with your favorite appCreate lead and schedule follow-up for abandoned cart
Automatically create and enrich Close leads from Shopify new abandoned cart events across Shopify and Close. Create and update when cart abandonment happens, leads need matching, or follow-up due dates land outside business rulesβso you can assign reps, format due dates, and schedule tasks without manual data entry.
How this automation schedules follow-up calls for new leads
When new abandoned carts go unhandled, follow-up delays can cost conversions and revenue. This automation finds or creates Close leads and assigns reps, then formats due dates and creates Close follow-up tasksβso your team can reach shoppers on time.
2.Finds or creates lead record
Integrate Close and contact data tools to match leads by email or phone and create lead custom fields from cart data to save manual work.
Closeor swap with your favorite app
3.Assigns lead to sales rep
Integrate Close and sales group rosters to select a rep and write the assigned user id to the lead record to route ownership.
4.Formats follow-up due timestamp
Integrate Formatter by Zapier and timezone tools to convert the created timestamp and apply the default follow-up offset to compute due timing.
Formatter by Zapieror swap with your favorite app
5.Checks business hours and blackout dates
Integrate Code by Zapier and business hours rules to adjust due dates for weekends and blackout dates and create a Close task.
Code by Zapieror swap with your favorite app
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