- Sales Automation
- Upsell Strategy
- Automated Upsell Workflows
Facilitate upsell purchase processing and followup actions
This automation category streamlines the entire post-purchase upsell workflow by capturing upsell orders and triggering tailored follow-up actions. It ensures customers are automatically enrolled in membership programs, granted product access, and added to targeted communication sequences without manual intervention. By automating enrollment, segmentation, and welcome or engagement messaging, businesses save time, reduce errors, and boost customer satisfaction and revenue.
Filter by common apps:
ThriveCart
Delay by Zapier
Kajabi
LeadConnector
Webhooks by Zapier
umsatz.io
Formatter by Zapier
Kartra
MemberVault
Google Forms
Filter by Zapier
Google Sheets
Circle
HubSpot
Gmail
ClickUp
- Trigger upsell purchase in ThriveCart, delay processing, and grant offer access in Kajabi
- Manage contact info and enroll in campaign with ThriveCart and LeadConnector
Manage contact info and enroll in campaign with ThriveCart and LeadConnector
- Create deal for upsell and update contact properties with webhooks, and formatter
Create deal for upsell and update contact properties with webhooks, and formatter
- Tag leads in Kartra when upsell purchases occur in ThriveCart
Tag leads in Kartra when upsell purchases occur in ThriveCart
- Enroll users in MemberVault product after ThriveCart upsell purchase
Enroll users in MemberVault product after ThriveCart upsell purchase
- Capture customer responses from Google Forms, filter for upsell opportunities, delay, and log in Google Sheets
Capture customer responses from Google Forms, filter for upsell opportunities, delay, and log in Google Sheets
- Add customers to community space after upsell purchase in ThriveCart, and delay before adding in Circle
Add customers to community space after upsell purchase in ThriveCart, and delay before adding in Circle
- Update contact info in HubSpot, find or create contact in umsatz.io, and create deal in umsatz.io
Update contact info in HubSpot, find or create contact in umsatz.io, and create deal in umsatz.io
- Notify customers of upsell offer via Gmail, and create follow-up task in ClickUp
Notify customers of upsell offer via Gmail, and create follow-up task in ClickUp