1.Triggers on new payment
Integrate Stripe, transaction tools, and CRM mapping to detect new payments and capture successful payment context.
Send purchase confirmation and add buyer to CRM
Automatically monitor new payments across Stripe and your CRM. Send purchase confirmations and update buyer records when payments succeedβso you can confirm orders, enroll buyers, and keep contacts current without manual follow-up.
How this automation updates your buyer records
When new payments land, delayed confirmations can slow enrollment and create mismatched CRM records. This automation runs JavaScript normalization, routes receipts by payment type, and updates LeadConnector contacts and tagsβso your team can enroll buyers faster.
Stripeor swap with your favorite app
2.Normalizes payment details
Integrate Code by Zapier, data formatting tools, and branching logic to map amount fields and output normalized price data.
Code by Zapieror swap with your favorite app
3.Continues on qualifying payments
Integrate Filter by Zapier and routing rules to continue only for successful payments and qualifying price flags.
Filter by Zapieror swap with your favorite app
4.Sends receipt email to payer
Integrate Gmail and email templates to send payer receipts with amounts and receipt links.
Gmailor swap with your favorite app
5.Adds or updates buyer contact
Integrate LeadConnector and CRM data mapping to add or update contact records and apply program tags.
LeadConnectoror swap with your favorite app
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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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