1.Detects payment succeeded
Integrate Whop to capture payment succeeded events and trigger the buyer data flow.
Add confirmed purchases to lead and student systems
Automatically monitor payment succeeded events in Whop across lead and student systems. Create and update lead records, add marketing list contacts, and grant offer access so you can activate each purchaser without manual follow-up.
How this automation turns purchases into ready-to-activate leads
When payment succeeded happens, delays can break lead follow-through and slow access provisioning. This automation normalizes buyer data, creates or updates lead records, and grants offer accessβso your team can act the same day.
Whopor swap with your favorite app
2.Normalizes incoming payment data
Integrate Formatter by Zapier, data mapping tools, and formatting systems to normalize buyer email and purchase date.
Formatter by Zapieror swap with your favorite app
3.Finds or creates outbound lead record
Integrate Airtable and spreadsheet databases to find or create an outbound lead using the normalized email.
Airtableor swap with your favorite app
4.Creates or finds lead and adds note
Integrate Close and CRM tools to find or create a lead and add a purchase note with product and date.
Closeor swap with your favorite app
5.Adds contact to marketing list
Integrate ActiveCampaign and email marketing tools to add the contact to a configured list and purchaser tag it.
ActiveCampaignor swap with your favorite app
6.Grants configured offer access
Integrate Kajabi and access provisioning tools to grant the configured offer by enabling the grant email.
Kajabior swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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