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Simplero + webCRM + Formatter by Zapier

Create webCRM contacts from Simplero purchases

When you receive new Simplero purchases they will automatically be added to webCRM as new contacts. If the Organization name and/or the Contact person already exist in webCRM they will only be updated. An Activity is also created in webCRM, if you, for example, want to follow-up on the purchase, or if you just wish to have the purchase logged as a completed Activity in webCRM.

Note: In webCRM contact persons' names are divided into first and last, therefore two Zapier formatters are added in order to split the Simplero contact full name into first and last . We recommend that you use email to search for existing person in webCRM. In "Create Activity"-step you can define when and what type of activity you would like to create.

When this happens...
New PurchaseWill be fired whenever a new purchase is made in Simplero.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Create or Update OrganisationCreates or updates an organisation.
ActionWrite
then do this...
Create or Update PersonCreates or updates a person.
ActionWrite
then do this!
Create or Update ActivityCreates or updates an activity.
ActionWrite

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Discover other triggers and actions you can use with Simplero, Formatter by Zapier, and more

Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
Trigger
Instant
Try It
- Which List
  Required
Trigger
Instant
Try It
- Which Tag
  Required
Trigger
Instant
Try It
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
- Name
- Override Existing Value?
- Note
- Affiliate ref
Action
Write

- Tag
  Required
- Email
  Required
Action
Write
- List Name
  Required
- Contact Name
  Required
- Email Address
  Required
- IP Address
- Tags
- Track
- Affiliate ID or Ref
- Auto Responses Start At
- GDPR Consent
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- UTM Adgroup
- UTM Keyword
Action
Write

- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search

New Purchase
Will be fired whenever a new purchase is made in Simplero.
Trigger
Instant
Try It
- Which Tag
  Required
Trigger
Instant
Try It
- Which List
  Required
Trigger
Instant
Try It
- Email
  Required
- Point type
  Required
- Amount
  Required
- Note
Action
Write
- Product
  Required
- First Name(s)
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Automation
  Required
- Contact
- Contact Email
Action
Write
- Simplero List
  Required
- Customer
  Required
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- Action Type
  Required
Action
Write
- File Name
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search

About Simplero

Integrated software for info marketing and online courses. Email marketing, billing, membership sites, and content delivery, all in one easy-to-use and affordable package. With the best support in the business.

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Related categories

Online Courses

About webCRM

webCRM helps your sales team with the daily workflow and overview.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp

Related categories

Documents

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