High-Value Cart Recovery & CRM Enrichment Automation
Recover up to 40% of high-value abandoned carts through automated follow-ups and CRM enrichment.
Automatically identifies high-value abandoned carts, contacts the customer, enriches CRM records, and logs recovery data for full visibility.
Documentation
Description
High-value abandoned carts often represent customers who are ready to buy but simply got distracted. Without timely follow-ups, businesses lose meaningful revenue and have no record of the missed opportunity inside their CRM. This workflow automatically detects carts older than 12 hours and above a chosen value threshold, contacts the shopper with a personalized reminder, updates or creates their CRM profile, and logs every detail for analytics. Companies benefit from recovered revenue, clean CRM data, and better visibility into checkout behavior.
Workflow Steps
- The workflow begins when a new checkout is created in your ecommerce store.
- Customer details, item details, and cart information are extracted from the checkout payload.
- The workflow checks whether the cart is older than 12 hours and exceeds the minimum value threshold.
- For qualifying carts, a personalized reminder message is sent encouraging the shopper to complete their purchase.
- The customer’s profile is created or updated inside your CRM.
- A detailed note is generated summarizing the cart contents, checkout time, and follow-up action.
- This note is automatically attached to the customer record in the CRM.
- All cart and follow-up information is logged in a spreadsheet for tracking and reporting.
Key Benefits
Recover High-Value Missed Revenue
Automatically re-engage customers who abandoned significant cart values, increasing recoverable sales.
Strengthen CRM Intelligence
Enrich contact profiles with contextual checkout information, giving sales teams better insight into buyer intent.
Improve Operational Efficiency
Replace manual follow-ups and manual CRM updates with a fully automated, multi-step recovery system.