Consultancy upsell inside a store
A Shopify store that sells equipment adds a paid setup call as a Plandalf offer. The buyer is synced into ActiveCampaign with a Setup Call tag, and a deal or follow-up task in ActiveCampaign starts from it.

Checkout embed
ActiveCampaign connects to the Shopify store on its own. A Plandalf offer opened from that store reaches ActiveCampaign through one Send Webhook step.
No credit card required. No coding required.
Shopify
ActiveCampaignPlandalf does not read your Shopify orders and has no native ActiveCampaign step. ActiveCampaign has its own Shopify integration for the store. For a Plandalf offer opened from a Shopify page, a sequence can create and tag the buyer as an ActiveCampaign contact through Send Webhook or Zapier.
| Event | From and to | Through | What happens |
|---|---|---|---|
| Offer opened from a Shopify page | Shopify → Plandalf | The SDK script sits in the theme and a button opens the offer by its slug. Payment runs through your Stripe or PayPal account. | |
| Checkout completed | Plandalf (paid via Stripe) → ActiveCampaign | Webhook | Send Webhook POSTs to ActiveCampaign's contact sync endpoint. Its reference says the call finds the contact by email and updates it (200) or creates it (201), and the body can carry first name, custom field values and tags in one request. |
| Upsell accepted | Plandalf (paid via Stripe) → ActiveCampaign | Webhook | The same endpoint can be called again with a different tag, so an automation in ActiveCampaign can start only for people who accepted the upsell. |
| Cart abandoned | Plandalf → ActiveCampaign | Webhook | A visitor who typed an email but did not pay at the Plandalf checkout can be synced with an abandoned tag after a wait of 5 minutes to 7 days. The trigger can skip EU, EEA and UK visitors. |
| Invoice refunded | Stripe → ActiveCampaign | Webhook | A sequence on Invoice Refunded can send the refund to ActiveCampaign. Taking a tag off a contact is a separate ActiveCampaign endpoint, so read its reference before building that step. |
You need a Shopify theme you can edit, a published Plandalf offer and your ActiveCampaign API key and account URL.
Open the Shopify theme code and add the Plandalf SDK script before the closing body tag of theme.liquid. Add a button with data-plandalf-present on the template where the offer belongs, and make the handoff clear in the page copy.
ActiveCampaign's reference shows the contact sync call as a POST to your account's own host under /api/3/contact/sync, with your API key in an Api-Token header. Copy your account's API URL and key from ActiveCampaign.
In Plandalf open Automation, then My Sequences, and start a sequence on Plandalf, Checkout Completed, limited to the offer. Choose a recent checkout as the sample on the Test tab.
Add Plandalf, Send Webhook with POST and your account's sync URL. Add the Api-Token header. Build a payload with a contact object holding email as {{trigger.customer_email}}, firstName as {{trigger.customer_first_name}} and a tags list.
In ActiveCampaign create an automation that starts when that tag is added, and put the welcome or onboarding emails in it. The tag is the hand-off between the two tools.
Switch on Run on test purchases, buy through the test link, and look at the run's Events view for the response code. A 201 means ActiveCampaign created the contact and a 200 means it found one. Switch the setting off afterwards.
A Shopify store that sells equipment adds a paid setup call as a Plandalf offer. The buyer is synced into ActiveCampaign with a Setup Call tag, and a deal or follow-up task in ActiveCampaign starts from it.
A supplier charges a one-off fee to open a trade account. The fee is a Plandalf offer opened from a Shopify page, and the paid applicant is created in ActiveCampaign with a Trade Applicant tag for the sales team's pipeline.
Checked October 26, 2026 against Plandalf's own setup guides and the vendor documentation: ActiveCampaign: Shopify integration, ActiveCampaign API reference: sync a contact's data.