1.Detect new customer event
Integrate Stripe and reporting tools to capture a new customer event and start lead enrichment.
Create CRM lead, send welcome email, and open deal
Automatically create linked CRM leads from new Stripe customers across Attio, Gmail, and Stripe. Create contacts, send welcome emails, and open deal recordsβso you can onboard faster without manual data entry.
How this automation accelerates your lead onboarding
When new customers enter Stripe, delays can stall onboarding and slow deal momentum. This automation finds or creates people, verifies subscriptions, sends welcome emails, and creates linked deal recordsβso your team can onboard faster.
Stripeor swap with your favorite app
2.Find or create person
Integrate Attio and contact mapping tools to find or create a matching person record and enrich lead fields.
Attioor swap with your favorite app
3.Delay for subscription processing
Integrate Delay by Zapier and automation timing controls to pause execution so subscription data completes.
Delay by Zapieror swap with your favorite app
4.Find subscription
Integrate Stripe and conditional checks to find subscriptions by customer reference and continue only when qualifying.
5.Send welcome email
Integrate Gmail and email templates to send a personalized welcome message and confirm next steps.
Gmailor swap with your favorite app
6.Create deal record
Integrate Attio and opportunity tracking tools to create a deal record, link the person, and set the initial stage.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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