1.Detect new customer subscription
Integrate Stripe and subscription data parsing to trigger contact enrichment from new subscription payloads.
Add new subscribers to CRM with plan tags
Automatically monitor New Customer Subscription events across Stripe. Create and update CRM contacts and plan tags when subscriptions start, so you can keep billing and support context accurate and avoid manual contact cleanup.
How this automation applies the right plan tags
When New Customer Subscription events hit Stripe, subscriber context can get stale and support or billing can get mismatched. This automation creates or updates Keap contacts and applies plan tags using mapped plan identifiersβso your team can onboard faster.
Stripeor swap with your favorite app
2.Split full name into first and last
Integrate Formatter by Zapier and data formatting tools to split subscription full name into first and last fields.
Formatter by Zapieror swap with your favorite app
3.Lookup plan tag mapping
Integrate Formatter by Zapier and lookup tables to map billing interval or plan identifier to plan tag values.
4.Create or update CRM contact
Integrate Keap and CRM contact fields to create or update the subscriber contact with opt-in and billing details.
Keapor swap with your favorite app
5.Replace contact plan tags
Integrate Keap and tag management to remove older plan tags and add the mapped active subscription tag.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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