1.Detect lead status change
Integrate Kommo, CRM fields, and subscription status mapping tools to detect lead status changed events that need billing setup.
Create subscription from CRM status change for courses
Automatically monitor lead status changes in Kommo and prepare subscription details across Formatter by Zapier and Zapier Tables. Create and update subscriptions when purchase status entersβso you can find customers, create billing subscriptions, and keep course revenue on track without manual billing setup.
How this automation accelerates your subscription revenue
When lead status changes are missed or billing details are inconsistent, subscription revenue can stall. This automation formats subscription frequency, looks up course pricing, finds contacts, and creates customer and billing subscriptionsβso your team can scale faster.
Kommoor swap with your favorite app
2.Splits subscription type
Integrate Formatter by Zapier and data mapping tools to split subscription type and derive subscription frequency from the first token.
Formatter by Zapieror swap with your favorite app
3.Finds product record
Integrate Zapier Tables and course catalog tables to look up the product record and return price and canonical product name.
Zapier Tablesor swap with your favorite app
4.Finds linked contact
Integrate Kommo and email lookup tools to find the linked contact and extract the contact email for billing matching.
5.Finds or creates customer
Integrate Sub-Zap by Zapier and customer matching workflows to find or create a customer by email and return customer ID.
Sub-Zap by Zapieror swap with your favorite app
6.Creates billing subscription
Integrate Sub-Zap by Zapier and subscription provisioning workflows to create subscription records from customer ID, pricing, start date, and course names.
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Protect recurring revenue with automated payment tracking, renewal alerts, and billing updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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