1.Catches incoming renewal payloads
Integrate Webhooks by Zapier and automation routers to receive renewal payload data to capture submission identifiers for URL building.
Update customer contact with renewal link and opt-in status
Automatically catch renewal payload submissions across Webhooks by Zapier. Create and update contacts when qualifying renewal data arrives, submission IDs change, or source tokens updateβso you can save renewal URLs, set opt in status, and deduplicate outreach records without manual outreach updates.
How this automation updates your renewal outreach records
When renewal submissions come in inconsistently, contacts miss the right renewal link and opt in status. This automation catches renewal payloads, builds renewal URLs, filters duplicates, and upserts contact records in Keapβso your team has one authoritative contact source.
Webhooks by Zapieror swap with your favorite app
2.Combines URL parts and tokens
Integrate Formatter by Zapier and text tools to combine incoming URL parts and customer tokens to build a renewal link output.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying renewal submissions
Integrate Filter by Zapier and validation tools to continue only when a valid email or required identifier exists and submissions are non-duplicates.
Filter by Zapieror swap with your favorite app
4.Creates or updates contact in Keap
Integrate Keap and CRM upsert tools to match by email and update the contact with the renewal URL and opt-in flag set to true.
Keapor swap with your favorite app
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