1.Monitor new customer subscriptions
Integrate Stripe and analytics tools to capture subscription-created signals and continue eligible onboarding.
Add new subscription members to CRM with tag
Automatically capture new customer subscriptions from Stripe across Keap and Zapier. Create and update CRM contacts when qualifying subscriptions are created, and apply membership buyer tags, so you can reduce manual list building.
How this automation tags your new members
When new customer subscriptions are created in Stripe, delays can slow onboarding and complicate segmentation. This automation filters qualifying plans, creates or updates contacts in Keap, and applies membership buyer tagsβso you can onboard members right away.
Stripeor swap with your favorite app
2.Filters qualifying subscription plans
Integrate Filter by Zapier and rule-based logic to check qualifying subscription plans and prevent ineligible updates.
Filter by Zapieror swap with your favorite app
3.Creates or updates contact in Keap
Integrate Keap, CRM contact matching, and marketing opt-in tools to upsert the contact and apply membership tags.
Keapor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
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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.
See how teams are automating with Zapier (and loving it!)
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Allen Lai, Head of Customer Experience
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