1.Catch new sale trial purchase
Integrate FanBasis and event filtering tools to catch the purchase received sale event for qualifying trial purchases.
Add trial purchasers to studio nurture contact list
Automatically detect purchase received events from FanBasis across lead management apps. Create and update records and notify your team—when qualifying trial purchase comes in or refunds are excluded or test purchases are filtered—so you can enroll onboarding, tag buyers, and follow up without manual reporting.
How this automation accelerates onboarding follow-up
When purchase received triggers, trial buyers can fall through the cracks and follow-up happens too late. This automation filters qualifying trials, adds buyers to onboarding, creates or updates CRM leads, and sends Slack alerts—so your team can follow up same day.
FanBasisor swap with your favorite app
2.Add trial tag to subscriber
Integrate Kit and email list tools to add a configured trial tag to the email address for onboarding.
Kitor swap with your favorite app
3.Add subscriber to onboarding sequence
Integrate Kit and subscriber profile tools to enroll the email into the configured onboarding sequence and map name and phone.
4.Create or update CRM lead
Integrate Close and CRM matching tools to create a lead record or match by email when no match exists.
Closeor swap with your favorite app
5.Send same-day follow-up alert
Integrate Slack and team messaging tools to send a buyer name and email notification for quick follow-up.
Slackor swap with your favorite app
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Step 1
Connect your tools
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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
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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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