1.Detect completed checkout sessions
Integrate Stripe to extract customer email, full name, phone, package reference, amount, and timestamp for onboarding.
Add new customers to CRM and welcome list
Automatically track Stripe checkout session completed events across Stripe, Zapier Tables, Google Sheets, ActiveCampaign, Gmail, and Slack. Create and update when subscription checkout completes, package reference resolves, or contact qualifiesβso you can log CRM rows, tag onboarding contacts, and send welcome notifications without manual data entry.
How this automation accelerates your CRM onboarding
When Stripe checkout session completed events happen, delays can leave new customers untracked and outreach unplanned. This automation extracts checkout details, logs CRM rows, and updates your welcome list and notificationsβso your team can onboard immediately.
Stripeor swap with your favorite app
2.Lookup package configuration
Integrate Zapier Tables to find the package record by package reference and retrieve package name and fields.
Zapier Tablesor swap with your favorite app
3.Create CRM row for buyer
Integrate Google Sheets to create a new row and map email, name, phone, package, dates, and amount into your sheet.
Google Sheetsor swap with your favorite app
4.Tag contact and add to list
Integrate ActiveCampaign to find or create the contact, apply the package tag, and add them to onboarding.
ActiveCampaignor swap with your favorite app
5.Send purchaser welcome email
Integrate Gmail to send a welcome email to the purchaser using the contact email and include the configured attachment.
Gmailor swap with your favorite app
6.Post team onboarding notification
Integrate Slack to post a channel message with purchaser name and package summary for internal onboarding visibility.
Slackor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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