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Back to Work•PROJECT 04
Ecommerce / CRM Architecture

Ecommerce CRM & Customer Journey Automation

Shopify-connected CRM architecture coordinating lead intake, customer data, nurture, consent, messaging, and purchase activity.

Role:CRM Automation Specialist
Core Systems:GoHighLevel, Shopify
Ecommerce CRM & Customer Journey AutomationVisit Live Site
( SYSTEM ARCHITECTURE )

How Data Flows

01
Lead Sources
Forms, Shopify & Messaging
02
GHL CRM
Contact & Source Tracking
03
Workflow Logic
Segmentation & Routing
04
Nurture
Customer Journey Automation
05
Shopify / Webhooks
Customer & Purchase Events
06
Lifecycle Updates
CRM Data & Exit Logic
( PROBLEM )

The Operational Bottleneck

Cascada needed a structured CRM architecture capable of bringing lead and customer activity into GoHighLevel while keeping acquisition source, consent, nurture status, ecommerce activity, and customer lifecycle data organized.

( SOLUTION )

System Architecture & Logic

I implemented the system inside a dedicated GoHighLevel sub-account with structured contact fields, tags, source tracking, lead intake workflows, nurture automation, Shopify activity, webhook integrations, consent handling, and purchase-based workflow logic. The architecture separates lead acquisition from customer activity while maintaining a usable CRM record throughout the customer lifecycle.

( SCOPE & IMPLEMENTATION )

What I Built & Tested

01

Dedicated GoHighLevel CRM architecture

02

Structured tags and custom fields

03

Original Lead Source and Latest Lead Source tracking

04

Lead magnet intake workflow

05

Existing-contact and existing-customer routing logic

06

Automated 30-day lead nurture sequence

07

Shopify integration and ecommerce activity handling

08

Webhook integrations for external data and messaging flows

09

Purchase-triggered customer lifecycle automation

010

Email, SMS, and WhatsApp consent-processing workflows

011

Purchase-based nurture exit logic

012

Customer segmentation and tagging

013

First Order Date and Last Order Date tracking

014

Lead and customer journey testing

( SYSTEM WALKTHROUGH )

See how the system works.

A walkthrough of the architecture, workflow logic, integrations, and implementation.