1.Monitors checkout session completion
Integrate Stripe and checkout triggers to capture completed checkout sessions and purchaser shipping details into your workflow.
Create CRM contact for free book purchasers with shipping details
Automatically capture checkout session completion purchasers across Stripe, Zapier, and Keap. Create and update CRM contacts when qualifying orders complete, purchaser emails arrive, or shipping info collects β so you can reduce manual CRM entry, apply free-offer tags, and route follow-up work.
How this automation accelerates free book follow-up
When checkout session completes with missing or incomplete CRM records, follow-up gets delayed and fulfillment coordination suffers. This automation creates or updates Keap contacts, filters qualifying free-offer orders, and applies purchase tagsβso your team can act on intent fast.
Stripeor swap with your favorite app
2.Filters qualifying free offer orders
Integrate Filter by Zapier and order validation to continue only when the free-offer line item phrase matches and an email exists.
Filter by Zapieror swap with your favorite app
3.Creates or updates Keap contact
Integrate Keap and CRM contact mapping to create or update the purchaser contact, set shipping fields, enable opt in, and apply tags.
Keapor swap with your favorite app
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