1.Detect new sale event
Integrate FanBasis and sale tracking tools to detect new sale data so you can start CRM entry automatically.
Add new sale to CRM and notify teams
Automatically monitor new sale events across FanBasis, Formatter by Zapier, LeadConnector, Slack, and Google Sheets. Create and update when sale event arrives, payouts shift, or buyer checkout completesβso you can update CRM contacts, post team summaries, and add reporting rows without manual data entry.
How this automation creates clean CRM visibility
When new sale events arrive, missing or delayed CRM updates can slow follow-up and reconciliation. This automation converts and calculates sale values, updates CRM contacts, posts team alerts, and adds reporting rowsβso your team can see every sale.
FanBasisor swap with your favorite app
2.Converts amounts to dollars
Integrate Formatter by Zapier and data transformation tools to divide sale cents by 100 and create gross amount values.
Formatter by Zapieror swap with your favorite app
3.Calculates net payout value
Integrate Formatter by Zapier and calculation tools to compute net payout from fee and earnings fields for CRM updates.
4.Add or update contact
Integrate LeadConnector and CRM contact fields to add or update the buyer contact, including purchase details and computed amounts.
LeadConnectoror swap with your favorite app
5.Posts sale summary to channels
Integrate Slack and team notifications to post a compact sale summary with amounts, payment method, and CRM record links.
Slackor swap with your favorite app
6.Adds sale row for reporting
Integrate Google Sheets and reconciliation tracking to add a reporting worksheet row for commission and payment review.
Google Sheetsor 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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