- CRM Automation
- CRM Update
- Sync CRM with subscriptions
Update crm with customer information based on subscription renewals or modifications
This automation category keeps your customer relationship management system up to date by syncing client subscription changes—such as renewals, cancellations, or plan modifications—without manual entry. It eliminates data discrepancies, ensuring sales and support teams always have the latest billing and contact information. Automation of these processes streamlines workflows, reduces errors, and enhances customer engagement by providing accurate, real-time insights into subscription statuses.
Filter by common apps:
Stripe
HubSpot
Formatter by Zapier
Whop
LeadConnector
Zendesk
Salesforce
Thinkific
Filter by Zapier
Boulevard
CleverReach
Pipedrive
Zapier Tables
Zoho CRM
Mailchimp
Typeform
Outseta
- Update HubSpot contact details when a new Stripe subscription is created
- Update contact information and membership details in LeadConnector from Whop
Update contact information and membership details in LeadConnector from Whop
- Update Salesforce account when new Zendesk support ticket is created
Update Salesforce account when new Zendesk support ticket is created
- Add or update contact in LeadConnector from new Thinkific order, and filter relevant memberships
Add or update contact in LeadConnector from new Thinkific order, and filter relevant memberships
- Update customer lifecycle in HubSpot when a new client is created in Boulevard
Update customer lifecycle in HubSpot when a new client is created in Boulevard
- Add new demo user to Pipedrive from CleverReach subscription
Add new demo user to Pipedrive from CleverReach subscription
- Update contact subscription status in Zoho CRM when record is modified in Zapier Tables
Update contact subscription status in Zoho CRM when record is modified in Zapier Tables
- Remove unsubscribed users from Mailchimp and update their status in Pipedrive
Remove unsubscribed users from Mailchimp and update their status in Pipedrive
- Update customer profile in Outseta from Typeform submission
Update customer profile in Outseta from Typeform submission