1.Detects new abandoned cart
Integrate Shopify to detect each new abandoned cart event and trigger lead and task creation from cart intent.
Shopifyor swap with your favorite appAdd abandoned cart visitors to sales leads queue
Automatically capture new abandoned carts across Shopify and Close. Create and update when abandoned cart created, cart items added, or customer email capturedβso you can create or update leads, assign follow-up tasks, and log cart value without manual lead entry.
How this automation creates sales-ready leads
When new abandoned cart events go unnoticed, follow-ups happen late and opportunities slip. This automation detects carts in Shopify and then finds or creates a lead in Close and creates a follow-up taskβso your team can follow up fast.
2.Finds lead by email
Integrate Close and analytics tools to search for an existing contact by customer email using the submission ID.
Closeor swap with your favorite app
3.Creates or updates lead
Integrate Close and CRM mapping tools to create or update the lead with name, email, and cart line item details.
4.Creates follow-up task
Integrate Close and task routing tools to create a follow-up task with cart value highlights for inside sales.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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