Running an e-commerce store means juggling product launches, abandoned carts, upsells, emails, and more. These marketing automation tools help online retailers streamline campaigns, increase conversion rates, and reduce manual work—so you can scale with less stress.
1. Klaviyo – Best for Email & SMS Marketing Automation
Use When:
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You want to send personalized emails based on behavior (e.g., abandoned carts, browse abandonment).
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You're running promotions, product launches, or flash sales.
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You want to segment audiences by purchase frequency, value, or category.
Why It Works:
Klaviyo integrates directly with Shopify, WooCommerce, BigCommerce, and more. Its deep data access enables highly tailored campaigns that drive repeat purchases.
2. HubSpot – Best for E-Commerce CRM & Full-Funnel Automation
Use When:
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You want a single platform for email, landing pages, CRM, and workflows.
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You're running both B2C and B2B (e.g., wholesale or distributor sales).
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You want to automate post-purchase nurturing, review requests, or support ticketing.
Why It Works:
HubSpot’s automation workflows and custom properties allow for rich, multi-channel sequences. With Shopify or WooCommerce integrations, you can automate everything from welcome series to upsell offers and win-back campaigns.
3. Omnisend – Best for Multi-Channel Messaging (Email, SMS, Push)
Use When:
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You want to orchestrate campaigns across multiple channels easily.
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You're running time-sensitive deals or seasonal promos.
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You want pre-built templates for faster execution.
Why It Works:
Omnisend is e-commerce native and has drag-and-drop automation for cart recovery, order confirmation, upsell series, and more—great for stores scaling quickly with lean teams.
4. Shopify Flow – Best for Shopify-Based Automation
Use When:
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You use Shopify Plus and want to automate backend operations (e.g., tagging VIPs, flagging fraud).
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You need store-level automations tied to fulfillment, loyalty, or inventory.
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You're trying to reduce reliance on third-party tools.
Why It Works:
Shopify Flow is free for Shopify Plus users and automates tasks directly in the Shopify backend, like sending reorder emails when stock is low or tagging high-value customers.
5. Zapier – Best for Connecting E-Commerce Tools Without Code
Use When:
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You want to connect tools like PayPal, Typeform, Facebook Ads, or Google Sheets.
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You're automating lead capture from ads into email platforms.
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You want to pass order data to your accounting or CRM software.
Why It Works:
Zapier is a universal connector. For example, when someone places a $300+ order, you can trigger a Zap to send a Slack message, tag the contact in your CRM, and enroll them in a loyalty campaign.
6. ActiveCampaign – Best for Advanced Behavior-Based Automation
Use When:
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You want deeper logic (e.g., “If customer viewed product A 3x and hasn’t purchased…”).
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You sell products with longer decision cycles.
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You want scoring, tagging, and lead tracking.
Why It Works:
ActiveCampaign excels at conditional automations and customer journeys. Its predictive sending, lead scoring, and tagging make it ideal for multi-step conversion paths.
7. Meta Ads + Facebook Conversion API – Best for Dynamic Retargeting
Use When:
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You run paid social campaigns and want to optimize ROAS.
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You need automation around retargeting cart abandoners or upselling customers.
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You want to feed real-time behavior to Meta even with iOS tracking limits.
Why It Works:
With the Conversion API, you can still send behavioral events (add-to-cart, purchase, etc.) directly from your store, enabling smarter retargeting and ad personalization.
8. ReConvert – Best for Post-Purchase Upsell Automation
Use When:
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You want to add offers on the thank-you page.
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You're looking to increase AOV (average order value) after checkout.
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You need a drag-and-drop upsell editor.
Why It Works:
ReConvert automates personalized thank-you pages and one-click post-purchase upsells. You can also automate review requests or reorder prompts based on delivery timelines.
9. Tidio / Gorgias – Best for Automated Customer Support
Use When:
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You want to offer live chat + auto-responses.
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You want automation for common FAQs, tracking requests, or order edits.
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You aim to reduce manual support load without killing CX.
Why It Works:
Both tools can be used to send automated responses, offer chatbot flows for faster answers, and even route urgent queries to human agents. Gorgias pulls in data from Shopify, making responses smarter.
10. Loop Subscriptions / Recharge – Best for Subscription Commerce
Use When:
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You sell replenishable products (e.g., supplements, cosmetics, pet food).
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You want to automate billing, reminders, upsells, and churn reduction.
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You need advanced control over recurring orders.
Why It Works:
These tools offer automation for managing subscriber lifecycles—like pausing, skipping, or offering incentives to prevent cancellation.
You don’t need to use all ten tools at once. Start by identifying your biggest bottleneck—abandoned carts, low repeat rate, or poor email engagement—and implement the tool best suited to solve that problem first.
Once you're up and running, layer in additional tools to optimize the full customer journey.
Need help integrating any of these tools?
We help e-commerce brands automate with tools like HubSpot, Zapier, Klaviyo, and more. Let’s build your automation engine—without burning out your team.
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