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How to instantly enrich your CRM with new purchase data

By Ellie Huizenga · March 15, 2023
A ecommerce or purchases hero image of two shopping bags on a laptop screen on a light purple background.

Want to turn your customers into repeat buyers? It's time to enrich your customer information with purchase data. When you accurately record customers' purchase history, you can send them targeted re-cultivation content with personalized recommendations based on their buying habits. 

But manually adding every purchase event to your CRM is slow and inefficient. With automation, you can instantly enrich your CRM with the purchase information you want. That way, you can scale your cross-sell, upsell, and resell efforts, leading to more sales.

You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.

Automatically add purchase data to your CRM

The workflows you build in Zapier—called Zaps—can automatically add purchase events to your CRM. That way, you can instantly serve new (or return) customers the right re-nurture content.

Every Zap follows the same structure: When this happens, do that.

A Zap always consists of two parts:

  • The trigger: an event that starts a Zap, like when someone makes a purchase.

  • The action: an event a Zap performs after it's triggered, like sending that purchase information to your CRM. A single Zap can perform one or more actions.

To help you get started, we collected a few popular Zaps that send purchase data to your customer tracking tools. Just click on a Zap template below to get started.

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Add purchase info to Salesforce

Create Salesforce opportunities from new Stripe payments

  • Stripe logo
  • Salesforce logo
Stripe + Salesforce
More details
    Keep track of your pending or potential sales on Salesforce easily with this integration. After you set up this Zap, every time there is a new Stripe payment, a Salesforce opportunity will be automatically created. This is great way to keep on top of potential upsell opportunities, hassle free!

    Add contacts to Salesforce from new successful PayPal sales

    • PayPal logo
    • Salesforce logo
    PayPal + Salesforce
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      Make sure you follow up with your new PayPal customers by letting Zapier add them to your Salesforce account as new contacts. Whenever someone new purchases your PayPal products, this integration will copy their contact info and use it to make a new Salesforce contact for you, automatically. You'll never have to copy and paste customer info again.

      Add or update lead data in Salesforce for new Shopify orders

      • Shopify logo
      • Filter by Zapier logo
      • Salesforce logo
      Shopify + Filter by Zapier + Salesforce
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        Connect your Shopify account to your Salesforce account—so you can stay on top of your new paid orders. This Zap will instantly add or update lead data in Salesforce whenever you get a new Shopify order.

        Add purchase info to HubSpot

        Create or update HubSpot contacts with new Stripe payments

        • Stripe logo
        • HubSpot logo
        Stripe + HubSpot
        More details
          Keeping your contacts updated with the latest information about their paying customer status is essential, but that doesn't mean you have to waste hours of your week updating them yourself. Activate this integration and everything will be taken care of: Every new payment on Stripe will trigger the behavior, and we'll check if the contact exists on HubSpot. If so, they'll be updated with new data, otherwise, a whole new contact will be created for your new paying customer.

          Create or update contacts in HubSpot from new successful sales in PayPal

          • PayPal logo
          • HubSpot logo
          PayPal + HubSpot
          More details
            Marketing and sales shouldn't be only about attracting new customers. People who have already bought from you want to be kept in the loop, too. Use this Zapier integration to automatically create or update a contact in HubSpot whenever a successful sale occurs in PayPal.

            Create or update HubSpot contacts with new Square customers

            • Square logo
            • HubSpot logo
            Square + HubSpot
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              Tracking your customers can involve tedious, manual data entry. With this integration, though, it's instant and effortless. Automatically create a new contact in HubSpot, or update an existing contact based on email address, as soon as a new Square customer is created. Update your customer lists click-free, while you stay focused on growing your sales.

              Add purchase info to Pipedrive 

              Record new payment in Stripe as an activity in Pipedrive

              • Stripe logo
              • Pipedrive logo
              Stripe + Pipedrive
              More details
                Make sure you have the latest info on what customers are buying with this Zap. Automatically record new payment activity in Stripe as an activity in Pipedrive.

                Build your own Zap

                If you use different apps or want to have your Zap complete more than one action, you can build a Zap yourself. It takes five steps:

                1. Create a new Zap in your Zapier account. From your dashboard, click + Create Zap.

                2. For your trigger app, select your accounting or payment platform. Then, choose the trigger event that corresponds with a new purchase. Look for phrases like "new purchase" or "new purchase event." 

                3. Select your CRM and choose the action event you need, like "update record."

                4. Next, complete the action fields, mapping information from your accounting or payment platform to your CRM. You'll use these fields to send the right information between your apps. 

                5. Test your Zap, and if everything looks good, turn it on. Now, sending purchase data to your CRM is on auto-pilot! And you can start nurturing customers with the right content. 

                To add more action steps, repeat steps three and four, testing when you've finished.

                Use automation to send better resell content 

                With your customer data enriched with purchase information, you can now send crafted re-nurture campaigns—and watch the sales roll in. 

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