EcommerceFashion / retail
Cart Recovery Revenue Command Screen
Checkout abandonment flow with cart value, stock urgency, SMS consent, margin-safe offer rules and purchase-exit logic.
Recovered revenue$18.4k
Preview workflow screenWorkflow gallery
Automation workflow gallery
A focused gallery of Klaviyo lifecycle automation and HubSpot CRM workflows covering demand capture, qualification, retention, sales routing, paid media handoff, customer success and revenue attribution. Select any card to preview the full workflow screen without leaving the page.
Case gallery
40 Klaviyo and HubSpot workflow screens
Use filters or search, then open any workflow in a focused in-page preview.
EcommerceFurniture / DTC
Browse Abandonment and Smart Recommendations
Category-view behaviour, affinity scoring, dynamic product recommendations and frequency control for warm product researchers.
Click-to-product31%
Preview workflow screenRetentionPremium retail
VIP Winback and Churn Prevention
RFM segmentation, churn windows, loyalty tiers and service-recovery branches for high-value customer retention.
VIP reactivation22%
Preview workflow screenSubscriptionSupplements / beauty
Replenishment and Subscription Upsell
Product-level usage timing, reorder reminders, bundle recommendations and Subscribe & Save conversion logic.
Subscription attach18%
Preview workflow screenOnboardingBeauty / skincare
Welcome Quiz Segmentation and First Purchase
Zero-party data capture, quiz-based profile updates, personalised routine education and first-purchase conversion path.
First purchase rate37%
Preview workflow screenMerchandisingStreetwear / drops
Back-in-Stock Drop Alert and Waitlist Conversion
Waitlist capture, restock triggers, VIP priority windows, SMS alerting and fallback recommendations when inventory sells out again.
Waitlist sell-through46%
Preview workflow screenMerchandisingConsumer electronics
Price Drop Alert and Wishlist Conversion
Wishlist and viewed-product intent connected to meaningful price-drop triggers, sale expiry logic and margin protection.
Watchlist conversion24%
Preview workflow screenCross-sellElectronics / retail
Post-Purchase Cross-Sell and Protection Offer
Delivery-aware education, satisfaction gates, compatible add-on recommendations and protection/warranty timing.
Attach-rate lift19%
Preview workflow screenRetentionSubscription ecommerce
Churn Risk Rescue and Loyalty Incentive
Ninety-day inactivity detection, churn scoring, personalised winback content and incentive escalation rules.
Winback recovery16%
Preview workflow screenLoyaltyHospitality / retail
Birthday Reward and Expiry Reminder
Date-based reward journey with voucher creation, expiry reminder, redemption tracking and loyalty reinforcement.
Voucher redemption28%
Preview workflow screenReviewsMarketplace / ecommerce
Product Review and UGC Collection
Delivery-based review request, positive/negative branch handling, UGC capture and support ticket routing.
Review capture34%
Preview workflow screenRetentionLuxury goods
High-Value Concierge Winback
High-LTV inactivity logic, concierge-style personalisation, private offers and sales-assisted customer recovery.
LTV saved$42k
Preview workflow screenChannel orchestrationFitness products
Email and SMS Channel Orchestration
Email-open branch logic, SMS fallback, conversion attribution and channel-specific suppression to prevent fatigue.
Channel lift21%
Preview workflow screenCampaign planningRetail / EOFY
Seasonal Campaign Planner and Sale Journey
Pre-sale teaser, launch sequencing, last-chance SMS, post-sale retention and revenue forecast management.
Campaign revenue$76k
Preview workflow screenSegmentationApparel / beauty
Preference Centre and Unsubscribe Reduction
Profile-field updates, email-frequency controls, preference-based segmentation and unsubscribe reduction logic.
Unsubscribe reduction12%
Preview workflow screenData syncEcommerce
Shopify Order Sync and Profile Update
Shopify order event, Klaviyo profile update, segment refresh and automation trigger chain.
Sync accuracy99%
Preview workflow screenAnalyticsDTC brand
Predictive CLV and Premium Offer Flow
Purchase history, predicted lifetime value, next-order probability and premium offer assignment.
Predicted CLV$1.8k
Preview workflow screenLead nurtureCoaching / courses
Lead Magnet Nurture to Consultation Booking
Free-guide download, education sequence, case study proof, course offer and consultation-booking handoff.
Booking conversion14%
Preview workflow screenB2B wholesaleB2B ecommerce
Wholesale Buyer Nurture and Sales Alert
Wholesale enquiry capture, business-type qualification, catalogue delivery and sales follow-up notification.
Sales alert rate41%
Preview workflow screenReportingExecutive reporting
Revenue Attribution and Executive Loop
Campaign revenue tracking, segment performance analysis and next-best-action recommendations for leadership reporting.
Revenue visibility100%
Preview workflow screenLead managementB2B services
Lead Scoring and Sales Routing
Website activity, form data, engagement score, MQL threshold and owner assignment connected into one routing system.
Lead score82/100
Preview workflow screenDemo funnelSaaS
Demo Request Nurture and Meeting Booking
Demo form capture, company-size routing, region logic, nurture sequence, booking link and deal creation.
Demo booking29%
Preview workflow screenCustomer successSaaS / tech
Onboarding, Health Score and Renewal Rescue
Closed-won handoff, onboarding milestones, product usage, health score and renewal-risk intervention.
Health score74
Preview workflow screenSales operationsB2B sales
Sales Pipeline Rescue and Manager Escalation
Inactive deal detection, rep task creation, follow-up template, escalation path and pipeline governance.
Stalled deals recovered17%
Preview workflow screenLifecycleProfessional services
Lifecycle Stage Automation and Handoff
Subscriber-to-customer lifecycle movement with MQL, SQL, opportunity and handoff rules.
Stage accuracy96%
Preview workflow screenRecruitmentRecruitment agency
Recruitment Candidate Nurture and Interview Booking
Candidate profile enrichment, skill matching, recruiter tasks, job-fit score and interview-booking workflow.
Interview bookings33%
Preview workflow screenEducationTraining / education
Education Enrolment Funnel and Student Follow-Up
Course enquiry, guide delivery, follow-up tasks, application tracking and enrolment conversion.
Enrolment lift26%
Preview workflow screenNurtureB2B SaaS
Long-Form Email Nurture to Demo Conversion
Ebook download, education sequence, case study, comparison content and demo CTA.
Demo conversion11%
Preview workflow screenIntentHigh-ticket services
Website Visitor Intent and Sales Notification
Pricing-page intent, repeat visits, score increase and sales notification for high-ticket service enquiries.
Intent score91
Preview workflow screenRecoveryFinance / insurance
Abandoned Form Recovery and Application Completion
Incomplete application detection, reminder email, call task and completion tracking.
Application recovery23%
Preview workflow screenHandoffAgency / SaaS
Closed-Won Customer Handoff to Service
Sales-to-service handoff, internal notes, kickoff ticket and customer welcome sequence after closed-won.
Handoff SLA1 day
Preview workflow screenRenewalSubscription SaaS
Renewal Risk and Low Usage Intervention
Renewal countdown, product usage score, churn risk badge and customer-success tasking.
Renewal rescue19%
Preview workflow screenExpansionB2B SaaS
Upsell Opportunity and Expansion Revenue
Heavy feature usage, expansion score, sales task, upgrade package preview and upgrade email timing.
Expansion pipeline$128k
Preview workflow screenSupportCustomer support
Support Ticket SLA and Escalation Workflow
Ticket priority, SLA countdown, escalation routing and service accountability.
SLA protection97%
Preview workflow screenABMEnterprise B2B
Account-Based Marketing Target Account Journey
Target-account scoring, buying committee engagement and ABM campaign orchestration.
Account engagement68%
Preview workflow screenEventsEvents / B2B
Webinar Registration and Attendance Follow-Up
Registration reminders, attendance branch, no-show sequence and booking follow-up.
Post-event bookings18%
Preview workflow screenPropertyReal estate
Real Estate Enquiry Routing and Agent Assignment
Property enquiry, suburb and budget logic, agent assignment and follow-up task creation.
Speed to lead8 min
Preview workflow screenManufacturingManufacturing / B2B supply
Manufacturing Quote Request and Technical Sales Workflow
Quote request capture, product category logic, technical owner assignment and capability deck follow-up.
Quote readiness42%
Preview workflow screenReportingManagement reporting
Marketing ROI and Revenue Attribution Dashboard
Campaign spend, landing-page conversion, MQLs, deals and revenue attribution across the funnel.
Revenue attribution$420k
Preview workflow screenSales managementSales team management
Sales Rep Performance and Productivity Screen
Rep activity, calls, emails, meetings, pipeline value, conversion rates and closed revenue.
Team visibility100%
Preview workflow screenWorkflow index
Workflow topics covered
Structured list of all workflow examples for quick scanning and review.
Klaviyo lifecycle automation examples
- Cart Recovery Revenue Command ScreenKlaviyo · Ecommerce · Fashion / retail
- Browse Abandonment and Smart RecommendationsKlaviyo · Ecommerce · Furniture / DTC
- VIP Winback and Churn PreventionKlaviyo · Retention · Premium retail
- Replenishment and Subscription UpsellKlaviyo · Subscription · Supplements / beauty
- Welcome Quiz Segmentation and First PurchaseKlaviyo · Onboarding · Beauty / skincare
- Back-in-Stock Drop Alert and Waitlist ConversionKlaviyo · Merchandising · Streetwear / drops
- Price Drop Alert and Wishlist ConversionKlaviyo · Merchandising · Consumer electronics
- Post-Purchase Cross-Sell and Protection OfferKlaviyo · Cross-sell · Electronics / retail
- Churn Risk Rescue and Loyalty IncentiveKlaviyo · Retention · Subscription ecommerce
- Birthday Reward and Expiry ReminderKlaviyo · Loyalty · Hospitality / retail
- Product Review and UGC CollectionKlaviyo · Reviews · Marketplace / ecommerce
- High-Value Concierge WinbackKlaviyo · Retention · Luxury goods
- Email and SMS Channel OrchestrationKlaviyo · Channel orchestration · Fitness products
- Seasonal Campaign Planner and Sale JourneyKlaviyo · Campaign planning · Retail / EOFY
- Preference Centre and Unsubscribe ReductionKlaviyo · Segmentation · Apparel / beauty
- Shopify Order Sync and Profile UpdateKlaviyo · Data sync · Ecommerce
- Predictive CLV and Premium Offer FlowKlaviyo · Analytics · DTC brand
- Lead Magnet Nurture to Consultation BookingKlaviyo · Lead nurture · Coaching / courses
- Wholesale Buyer Nurture and Sales AlertKlaviyo · B2B wholesale · B2B ecommerce
- Revenue Attribution and Executive LoopKlaviyo · Reporting · Executive reporting
HubSpot CRM automation examples
- Lead Scoring and Sales RoutingHubSpot · Lead management · B2B services
- Demo Request Nurture and Meeting BookingHubSpot · Demo funnel · SaaS
- Onboarding, Health Score and Renewal RescueHubSpot · Customer success · SaaS / tech
- Sales Pipeline Rescue and Manager EscalationHubSpot · Sales operations · B2B sales
- Lifecycle Stage Automation and HandoffHubSpot · Lifecycle · Professional services
- Recruitment Candidate Nurture and Interview BookingHubSpot · Recruitment · Recruitment agency
- Education Enrolment Funnel and Student Follow-UpHubSpot · Education · Training / education
- Long-Form Email Nurture to Demo ConversionHubSpot · Nurture · B2B SaaS
- Website Visitor Intent and Sales NotificationHubSpot · Intent · High-ticket services
- Abandoned Form Recovery and Application CompletionHubSpot · Recovery · Finance / insurance
- Closed-Won Customer Handoff to ServiceHubSpot · Handoff · Agency / SaaS
- Renewal Risk and Low Usage InterventionHubSpot · Renewal · Subscription SaaS
- Upsell Opportunity and Expansion RevenueHubSpot · Expansion · B2B SaaS
- Support Ticket SLA and Escalation WorkflowHubSpot · Support · Customer support
- Account-Based Marketing Target Account JourneyHubSpot · ABM · Enterprise B2B
- Webinar Registration and Attendance Follow-UpHubSpot · Events · Events / B2B
- Real Estate Enquiry Routing and Agent AssignmentHubSpot · Property · Real estate
- Manufacturing Quote Request and Technical Sales WorkflowHubSpot · Manufacturing · Manufacturing / B2B supply
- Marketing ROI and Revenue Attribution DashboardHubSpot · Reporting · Management reporting
- Sales Rep Performance and Productivity ScreenHubSpot · Sales management · Sales team management
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