Ontraport + Shopify
Connect Ontraport and Shopify to Unify Your E-Commerce and CRM Data
Sync order data, automate customer journeys, and drive repeat revenue by connecting Ontraport's CRM and marketing automation with Shopify.
Why integrate Ontraport and Shopify?
Ontraport and Shopify each do their job well — Shopify runs the storefront and handles transactions, while Ontraport manages contacts, email campaigns, and marketing automation. The problem is keeping them in sync. Manual data transfers create silos, delayed follow-ups, and a fragmented picture of who your customers actually are. Connecting Ontraport with Shopify through tray.ai closes that gap, so your CRM, marketing, and store data stay current without anyone babysitting the process.
Automate & integrate Ontraport & Shopify
Use case
New Shopify Customer Onboarding in Ontraport
When a customer completes their first Shopify purchase, tray.ai creates or updates their contact record in Ontraport, tags them as a new buyer, and enrolls them in an onboarding sequence. Every first-time buyer gets a consistent welcome experience without anyone touching a spreadsheet. Marketing teams can segment these contacts right away for follow-up campaigns or loyalty program invitations.
Use case
Abandoned Cart Recovery Automation
When a Shopify shopper adds items to their cart but doesn't check out, tray.ai sends that event and cart details into Ontraport to kick off a multi-step recovery campaign. Emails reference the exact products left behind and go out at timed intervals to bring the customer back. This runs around the clock, recovering revenue that would otherwise disappear without anyone following up manually.
Use case
Post-Purchase Upsell and Cross-Sell Campaigns
After a Shopify order ships, tray.ai syncs purchase details — product category, order value, SKU — into Ontraport to trigger upsell or cross-sell email sequences. Customers who bought a specific product get enrolled in campaigns recommending items that actually complement what they already own. Recommendations are based on each customer's real purchase history, so nothing feels generic.
Use case
VIP Customer Tagging and Loyalty Segmentation
As customers rack up purchases in Shopify, tray.ai tracks order counts and lifetime spend, then applies VIP or tiered loyalty tags to their Ontraport contact records. Marketing teams can deliver exclusive offers and early access campaigns to their best customers without manually digging through purchase histories. Segments update in real time as customers cross new spending thresholds.
Use case
Win-Back Campaigns for Lapsed Shopify Customers
tray.ai watches Shopify purchase timestamps, and when a customer hasn't ordered within a defined window, it updates their Ontraport record and enrolls them in a re-engagement campaign. Win-back emails can include personalized discount codes generated in Shopify and sent through Ontraport, so the offer feels timely rather than canned. Dormant customers stay in an active nurture track without anyone managing lists by hand.
Use case
Shopify Refund and Cancellation Handling in Ontraport
When a Shopify order is refunded or cancelled, tray.ai immediately updates the Ontraport contact record, strips or adjusts purchase tags, and pauses any active post-purchase sequences so customers don't get upsell emails right after a bad experience. Support or sales teams get an Ontraport task to follow up proactively. Keeping CRM data accurate after a refund protects the customer relationship and stops segmentation from going sideways.
Use case
Shopify Product Review Follow-Up Automation
A set number of days after a Shopify order is fulfilled, tray.ai triggers an Ontraport email sequence asking for a product review, with timing and messaging tied to the specific product purchased. If a customer clicks through to leave a review, that engagement is logged back in Ontraport for reputation management and NPS scoring. Positive reviewers can be automatically segmented for referral program invitations.
Get started with Ontraport & Shopify integration today
Ontraport & Shopify Challenges
What challenges are there when working with Ontraport & Shopify and how will using Tray.ai help?
Challenge
Keeping Contact Records Accurate Across Both Platforms
Customer data — email addresses, phone numbers, shipping details — can be updated in Shopify after a purchase, leaving the Ontraport contact record stale and causing failed communications or wrong segmentation.
How Tray.ai Can Help:
tray.ai listens for customer update events in Shopify in real time and immediately pushes changed field values to the matching Ontraport contact record, so both platforms reflect current information without manual reconciliation.
Challenge
Avoiding Duplicate Contacts Between Shopify and Ontraport
Customers who buy multiple times, use different email addresses, or check out as guests can end up as duplicate or fragmented records in Ontraport. That pollutes segmentation and can send the same customer conflicting messages from different contact profiles.
How Tray.ai Can Help:
tray.ai workflows check for existing Ontraport contacts by email, phone, or custom identifiers before creating anything new. When a match is found, the existing record gets updated rather than duplicated, keeping customer profiles clean across both systems.
Challenge
Mapping Shopify's Order Data Model to Ontraport's Custom Fields
Shopify stores detailed order data — line items, SKUs, discount codes, fulfillment status — in a structured format that doesn't translate directly to Ontraport's contact-centric model. Getting meaningful purchase context into CRM records and campaign triggers requires some translation work.
How Tray.ai Can Help:
tray.ai's data transformation tools let teams parse Shopify order payloads, pull out the most relevant attributes like product category, order total, and discount usage, and map them to custom Ontraport contact fields or purchase log entries — no developer required.
Challenge
Timing Campaigns Around Real Shopify Order Events
When teams rely on manually exported Shopify reports to decide when to send follow-up emails, campaigns go out late and miss the window when customers are most engaged — right after a purchase or cart abandonment.
How Tray.ai Can Help:
tray.ai triggers Ontraport campaign actions in real time based on Shopify webhook events, so welcome emails, review requests, upsell sequences, and abandoned cart messages go out at the right moment, automatically, every time.
Challenge
Managing Campaign Suppression After Refunds or Cancellations
Without an integration, refund and cancellation events in Shopify are invisible to Ontraport. Customers who just had a bad order experience keep receiving upsell and loyalty emails, which damages trust and hurts deliverability.
How Tray.ai Can Help:
tray.ai monitors Shopify for refund and cancellation webhooks and immediately tells Ontraport to pause relevant sequences, remove purchase-related tags, and flag the contact for human review. Post-purchase messaging stays appropriate and the customer relationship stays intact.
Start using our pre-built Ontraport & Shopify templates today
Start from scratch or use one of our pre-built Ontraport & Shopify templates to quickly solve your most common use cases.
Ontraport & Shopify Templates
Find pre-built Ontraport & Shopify solutions for common use cases
Template
Sync New Shopify Customers to Ontraport as Contacts
This template watches for new customer accounts or first-time orders in Shopify and automatically creates or updates the matching contact record in Ontraport, mapping fields like name, email, phone, billing address, and order details, then applies a new customer tag to trigger welcome sequences.
Steps:
- Trigger: New order created or new customer account detected in Shopify
- Check if a matching contact already exists in Ontraport by email address
- Create a new Ontraport contact or update the existing record with latest Shopify order data
- Apply a 'New Customer' tag in Ontraport to enroll the contact in a welcome campaign
Connectors Used: Shopify, Ontraport
Template
Shopify Abandoned Cart to Ontraport Recovery Campaign
This template detects abandoned checkouts in Shopify and pushes the shopper's details and cart contents into Ontraport to enroll them in a multi-step recovery email sequence, with personalized product references and a time-sensitive incentive.
Steps:
- Trigger: Abandoned checkout event detected in Shopify after a configurable delay
- Extract shopper email, cart items, and total value from the Shopify checkout payload
- Find or create the contact in Ontraport and update their record with cart details
- Apply an 'Abandoned Cart' tag to enroll the contact in an Ontraport recovery sequence
- Remove the tag automatically if the contact completes a purchase before the sequence ends
Connectors Used: Shopify, Ontraport
Template
Update Ontraport Contact Lifetime Value After Each Shopify Order
Every time a new order is placed or updated in Shopify, this template calculates the customer's cumulative lifetime spend and updates a custom Ontraport field, enabling dynamic segmentation, VIP tagging, and spend-based campaign triggers without any manual calculations.
Steps:
- Trigger: New or updated order in Shopify with status 'paid'
- Retrieve all historical orders for that customer from Shopify and sum the total spend
- Update the contact's lifetime value custom field in Ontraport with the calculated amount
- Evaluate the new lifetime value against VIP thresholds and apply or upgrade loyalty tags in Ontraport
Connectors Used: Shopify, Ontraport
Template
Shopify Refund Detected — Pause Ontraport Sequences and Alert Team
When a Shopify refund or cancellation is processed, this template updates the affected Ontraport contact's record, pauses any active post-purchase email sequences, removes purchase-based tags, and creates an internal task in Ontraport for a team member to follow up.
Steps:
- Trigger: Refund or order cancellation event fired in Shopify
- Locate the matching contact in Ontraport using the customer email from the Shopify payload
- Remove or adjust purchase and product tags on the Ontraport contact record
- Pause any active post-purchase campaign sequences for that contact in Ontraport
- Create a follow-up task in Ontraport and assign it to the appropriate team member
Connectors Used: Shopify, Ontraport
Template
Post-Purchase Review Request Sequence Triggered by Shopify Fulfillment
Once a Shopify order is marked as fulfilled, this template waits a configurable number of days and then triggers a personalized product review request email sequence in Ontraport, logging engagement back to the contact record for NPS and segmentation purposes.
Steps:
- Trigger: Shopify order status changes to 'fulfilled'
- Pass order details including product names and customer email into the tray.ai workflow
- Wait for the configured delay period before initiating the Ontraport sequence
- Apply a 'Review Requested' tag in Ontraport to enroll the contact in the review campaign
- Track click-through and submission events to update the contact record and trigger referral invitations for engaged reviewers
Connectors Used: Shopify, Ontraport
Template
Lapsed Customer Win-Back — Shopify Inactivity to Ontraport Re-Engagement
This template runs on a schedule, querying Shopify for customers whose last order falls outside a defined inactivity window, then enrolling them in a targeted Ontraport win-back campaign with a personalized discount code to drive their next purchase.
Steps:
- Trigger: Scheduled tray.ai workflow runs daily or weekly
- Query Shopify for customers whose most recent order date exceeds the inactivity threshold
- Cross-reference results against Ontraport to exclude contacts already in a win-back sequence
- Generate a unique Shopify discount code for each lapsed customer via the Shopify API
- Update the Ontraport contact record with the discount code and apply a 'Lapsed Customer' tag to enroll them in the re-engagement campaign
Connectors Used: Shopify, Ontraport