1.Captures new subscription events
Integrate Stripe, billing data tools, and CRM mapping to capture subscription details and contact email to activate contact enrichment
Update CRM contact when an annual subscription is created
Automatically monitor new customer subscription events across Stripe and HubSpot. Create and update when annual billing subscriptions are detectedβso you can enrich contacts, set renewal dates, and onboard faster without manual CRM updates.
How this automation accelerates annual onboarding
When a new annual subscription is created, missed contact updates can delay onboarding and billing. This automation captures Stripe subscription details and filters annual plans, then finds contacts and creates or updates CRM membership and renewal recordsβso your team can onboard faster.
Stripeor swap with your favorite app
2.Filters for annual billing interval
Integrate Filter by Zapier and routing rules to continue only for annual billing interval subscriptions to avoid non-annual updates
Filter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate HubSpot and contact search tools to find matching contacts by email to retrieve the contact id
HubSpotor swap with your favorite app
4.Creates or updates HubSpot contact
Integrate HubSpot and CRM record management to create or update contact fields to set membership status and renewal dates
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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
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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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