1.Catches membership signup submission
Integrate Webhooks by Zapier to receive membership submissions and route the payload for roster and CRM creation.
Add new membership signups to roster and CRM
Automatically monitor membership signups via Webhooks by Zapier across Zapier Tables, Filter by Zapier, Google Sheets, Formatter by Zapier, and Keap. Get instant roster and CRM updates when membership signup submitted, contact ID received, or plan details postedβso you can create roster rows, standardize renewal dates, and update contacts without manual data entry.
How this automation updates your roster and CRM contacts
When membership signups arrive without a consistent flow, roster and CRM records fall out of date and renewal timing gets missed. This automation catches webhook submissions, writes roster rows, and creates or updates contacts in Keap so your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Finds existing roster record
Integrate Zapier Tables to search your configured table by Contact ID and continue when no match is found.
Zapier Tablesor swap with your favorite app
3.Filters by plan and type
Integrate Filter by Zapier to branch on plan frequency and membership type and continue only for qualifying records.
Filter by Zapieror swap with your favorite app
4.Creates roster spreadsheet row
Integrate Google Sheets to create a roster row mapping signup fields to roster fields and include renewal date data.
Google Sheetsor swap with your favorite app
5.Transforms annual renewal date
Integrate Formatter by Zapier to add one year to the submitted renewal date and output YYYY-MM-DD formatting.
Formatter by Zapieror swap with your favorite app
6.Creates or updates CRM contact
Integrate Keap to create or update a contact by email and store membership tags and the computed renewal date.
Keapor swap with your favorite app
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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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