Every WooCommerce order in ActiveCampaign.

Flowbird connected WooCommerce to ActiveCampaign for a UK medical aesthetics supplier, so every order, customer and account manager change reaches the CRM without anyone re-keying it. Customer data had been split across WooCommerce, Pipedrive, Klaviyo, Metorik, a website portal and WhatsApp tools.

✦

One CRMPipedrive moved into ActiveCampaign

✦

Every orderArrives as an ActiveCampaign deal

✦

OwnersFollow the account manager in WooCommerce

✦

SupportedErrors caught and fixed by Flowbird

UK medical aesthetics supplier
WooCommerce · ActiveCampaign, connected natively and with Make

THE SOLUTION

ActiveCampaign holds the customer, the orders and the owner.

The native WooCommerce integration syncs customers and orders, and two Make scenarios do what it cannot: each new order becomes a deal at the right value, and a change of account manager in WooCommerce changes the contact owner in ActiveCampaign.

✓Contacts and deals moved from Pipedrive into ActiveCampaign

✓Last order date, products and value on every contact

✓Order values net of postage, with shipping tax counted once

✓Historical orders synced, and the contact list validated

WooCommerceOnline orders

→

MakeIntegration

→

ActiveCampaignCRM and marketing

FROM ORDER TO FOLLOW-UP

Order placed→Contact matched→Deal created→Owner set→Automations run

KEY OUTCOMES

✦One customer record

✦Correct order values

✦Account managers kept in step

✦Lapsed customers followed up

OUR APPROACH

1Clean

Find the missing contact owners, remove duplicates and validate every email address before anything moves.

2Move

Bring the contacts and their history from Pipedrive into ActiveCampaign.

3Connect

Switch on the native WooCommerce integration, then add Make scenarios for order values and account managers.

4Support

Feed every Make error into Flowbird's support desk, fix it and re-sync anything an outage missed.

THE RESULTS

✦OneCustomer recordOrders, owner and history sit on the same ActiveCampaign contact.

✦AccurateOrder valuesDeals carry what the customer spent, without postage or double-counted tax.

✦In stepAccount managersReassign a customer in WooCommerce and ActiveCampaign follows.

✦AutomatedFollow-upLapsed and inactive customers are tagged and put into their own email flows.

THE LASTING VALUE

Every order in the CRM, and a marketing system that knows who bought what.

A Flowbird case study for a UK medical aesthetics supplier whose name is not published.

All case studies