1.Monitor new customer subscription
Integrate Stripe and billing platforms to detect new subscription activity and capture supporter lead triggers.
Create supporter profiles and tag membership from new subscriptions
Automatically watch new customer subscriptions across Stripe, Delay by Zapier, Formatter by Zapier, and SharpSpring. Create and update supporter leads when new subscription starts, recurring subscription renews, or subscription plan upgrades—so you can lookup customer details, split supporter names, and record membership info without manual CRM updates.
How this automation builds supporter profiles from subscriptions
When new customer subscriptions arrive, delays can break welcome and fundraising timing. This automation uses Stripe lookups and formatting, then creates or updates supporter leads in SharpSpring—so your team can launch enrichment instantly.
Stripeor swap with your favorite app
2.Wait before customer lookup
Integrate Delay by Zapier and workflow timing tools to pause 1 minute and ensure subscription metadata is ready.
Delay by Zapieror swap with your favorite app
3.Retrieve customer details
Integrate Stripe and analytics metadata to find the customer and pull contact, address, phone, and UTM fields.
4.Split full name into first and last
Integrate Formatter by Zapier and data formatting tools to split full names into first name and last name fields.
Formatter by Zapieror swap with your favorite app
5.Create or update supporter lead
Integrate SharpSpring and CRM lead records to create or update membership details, billing fields, and campaign attribution.
SharpSpringor swap with your favorite app
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