Purpose
1.2. Automates identification of customer preferences, enabling automated, relevant product recommendations and special offers.
1.3. Maximizes automated revenue growth, automates engagement, and strengthens automated customer loyalty by leveraging personalized automated messaging.
Trigger Conditions
2.2. Automated detection of eligible product combinations for upsell/cross-sell.
2.3. Automated update in CRM or email list with a new purchase event.
2.4. Customer profile meets automation segment criteria, such as frequent buyer or specific purchase thresholds.
Platform Variants
3.1. Shopify
• Function: Orders API Webhook — automate detection of completed sales, trigger upsell automation per SKU.
3.2. Salesforce
• Feature: Process Builder/Flow & Email Alerts — automate event-based automation based on purchase records.
3.3. Klaviyo
• Flow: Automated Purchase Triggered Flow — automates dynamic product recommendations after purchase.
3.4. HubSpot
• Workflow: Deal Closed trigger, Email automation — automate follow-up promotion for accessories/magic kits.
3.5. Mailchimp
• Feature: Product Recommendation Block, Customer Journey builder — automate sending targeted automated emails.
3.6. ActiveCampaign
• Automation: “Customer Buys Product” trigger — automate upsell follow-ups and nurture automation.
3.7. Zoho CRM
• Workflow: Sales Automation Rule & Email Template — automate detection of upsell potential and dispatch.
3.8. SendGrid
• API: Mail Send endpoint, Dynamic Templates — automate email delivery personalized on purchase data.
3.9. WooCommerce
• Hook: woocommerce_order_status_completed, REST API — automate triggering of upsell/cross-sell automations.
3.10. Magento
• Trigger: Sales Order Complete event, Email Automation — automate personalized email suggestions.
3.11. Brevo (ex-Sendinblue)
• Automation: Transactional Event workflow, Product Recommendations — automate personalized deals.
3.12. Omnisend
• Automation: Order Placed/Order Completed trigger, Product Cross-Sell Block — automate messaging.
3.13. Google Sheets
• Apps Script: OnEdit trigger — automate when new sales rows appear, scripted API email dispatch.
3.14. Gmail API
• Endpoint: users.messages.send — automate personalized email upon sales data event.
3.15. Twilio SendGrid Email Marketing
• Campaigns: Automated Email Sequencing — automate on user purchase, dynamic suggestion inclusion.
3.16. Intercom
• Automation: Custom Event trigger, Email Campaign — automate automated follow-up for specific purchases.
3.17. Pipedrive
• Automations: Deal Won trigger, Email Integration — automate targeting customer post-purchase.
3.18. Drip
• Workflow: Placed Order trigger, Email Automation — automate product suggestion sequence.
3.19. Moosend
• Trigger: Completed Purchase Workflow Automation — automate sequence to deliver recommended items.
3.20. Quickbooks Commerce
• Integration: Sale Completed event, Email API plug-in — automate inventory-linked upsell.
3.21. Keap (Infusionsoft)
• Campaign: Purchase Goal, Sequence — automate automation of cross-sell messaging.
Benefits
4.2. Automator boosts conversion rates and average order values without manual intervention.
4.3. Automatedly nurtures customer loyalty through tailored, relevant post-sale engagement.
4.4. Automatable to scale across channels, ensuring repeat sales growth and store visibility.