1.Detect new payment
Integrate Stripe, payment webhooks, and billing tools to watch for new payment events and trigger downstream updates.
Add paid customer to CRM and flag payment
Automatically monitor new payment events across Stripe and HubSpot. Create or update CRM contacts when payment succeeds, configured product payments match, or charge references appearβso you can tag successful payments, update last payment details, and flag billing status without manual tagging.
How this automation flags payment status in your CRM
When new payment events arrive, missed tags can delay billing visibility for sales and CSMs. This automation filters succeeded payments and product matches, finds the contact, and creates or updates a CRM record with a successful payment tagβso your team can act faster.
Stripeor swap with your favorite app
2.Filter succeeded product payments
Integrate Filter by Zapier, payment rules, and product criteria to continue only when status is succeeded and the product matches.
Filter by Zapieror swap with your favorite app
3.Find contact by email
Integrate HubSpot, contact lookup tools, and CRM records to locate an existing contact using the customer email.
HubSpotor swap with your favorite app
4.Create or update contact
Integrate HubSpot, CRM properties, and tagging fields to add a Successful Payment tag and update last payment details.
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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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