1.Monitor new payment record
Integrate OneBill, billing and CRM tools to trigger processing for a new payment record.
Add paid subscription to lead attribution and CRM
Automatically enrich successful payments across billing and CRM systems. Create conversion rows and update lead records when new payment records arriveβso you can match subscribers, capture attribution, and accelerate follow-up without manual reporting.
How this automation updates your lead attribution
When new payment records arrive, attribution gaps can slow sales follow-up and confuse lead ownership. This automation fetches subscriber profiles, extracts identifiers, flags recent subscriptions, and writes conversion rows and CRM updatesβso your team can act on accurate attribution.
OneBillor swap with your favorite app
2.Fetch subscriber profile
Integrate Webhooks by Zapier and billing API tools to retrieve subscriber profile data and map it to account and contact fields.
Webhooks by Zapieror swap with your favorite app
3.Extract email and phone
Integrate Formatter by Zapier and data enrichment tools to extract clean email and E.164 phone values for matching.
Formatter by Zapieror swap with your favorite app
4.Flag recent subscriptions
Integrate Code by Zapier and date logic tools to set a recent flag using subscription and payment dates.
Code by Zapieror swap with your favorite app
5.Lookup and add conversion rows
Integrate Google Sheets and attribution sheets to lookup by phone and add conversion row fields like date and amount.
Google Sheetsor swap with your favorite app
6.Create or update lead record
Integrate Zapier Tables and CRM tools to create or update central lead records with identifiers and payment reference.
Zapier Tablesor swap with your favorite app
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Explore all CRM data enrichment automations
Strengthen CRM records with automated lead enrichment, field updates, and contact routing
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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