1.Detect new paid order
Integrate Shopify and ecommerce order tracking to trigger on each paid order and pass buyer details into the workflow.
Shopifyor swap with your favorite appAdd membership buyers to CRM with membership tags
Automatically monitor paid order membership purchases across Shopify and Recharge. Create and update tagged CRM contacts when membership products are purchased or subscriber data is enriched or membership line items are detected β so you can welcome new members, tag tiers, and provision faster without manual contact setup.
How this automation updates your CRM member records
When new paid membership orders come in, delays can leave buyers without timely onboarding and tags. This automation detects Shopify purchases, filters and loops membership items, enriches customer data, and creates or updates Keap contacts and tagsβso your team can onboard members faster.
2.Filter membership product line items
Integrate Filter by Zapier and ecommerce logic to continue only when configured membership product IDs are present.
Filter by Zapieror swap with your favorite app
3.Loop membership line items
Integrate Looping by Zapier and data mapping tools to isolate membership entries from order line items.
Looping by Zapieror swap with your favorite app
4.Find customer by email
Integrate Recharge and customer enrichment to search by mapped order email and enrich contact metadata.
Rechargeor swap with your favorite app
5.Create or update tagged contact
Integrate Keap and CRM tagging tools to create or update a contact with subscription fields and membership tags.
Keapor swap with your favorite app
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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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