1.Detect new customer subscription
Integrate Stripe and billing data tools to capture customer email and subscription details to trigger onboarding actions.
Send welcome email and update customer record today
Automatically monitor new customer subscriptions across Stripe and HubSpot. Create and update when a paid subscription activates, the price identifier maps, or the subscription period startsβso you can update customer records, assign license tiers, and send welcome emails without manual data entry.
How this automation accelerates your onboarding
When new customer subscriptions come in, onboarding delays can stall activation and customer trust. This automation looks up subscription tiers, upserts contacts in HubSpot, and sends welcome email through Gmailβso your team can start onboarding quickly.
Stripeor swap with your favorite app
2.Lookup subscription tier by price
Integrate Zapier Tables and reference data tools to find the matching license or tier for each price identifier to enrich records.
Zapier Tablesor swap with your favorite app
3.Format subscription end date
Integrate Formatter by Zapier and date formatting tools to convert the subscription period end into a display-ready end date to prepare onboarding context.
Formatter by Zapieror swap with your favorite app
4.Upsert and update contact
Integrate HubSpot and CRM record tools to find or create the contact, then update fields like start date and license tier to keep records accurate.
HubSpotor swap with your favorite app
5.Send welcome email
Integrate Gmail and email template tools to send a welcome message to the customer email with onboarding links to kick off activation.
Gmailor 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
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.
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