1.Detect new sale
Integrate FanBasis and CRM data tools to find or create a lead and assign onboarding and rebill tasks.
Create CRM lead and onboarding tasks after sale
Automatically monitor New sale events across FanBasis and Close. Create and update when signatures are requested, CRM records are logged, and onboarding tasks are scheduledβso you can reduce manual lead entry and speed up handoff.
How this automation accelerates your lead handoff
When new sale events happen, manual CRM data entry can delay signing, onboarding, and follow-up timing. This automation finds or creates leads and tasks, sends Dropbox Sign requests, adds Kit onboarding, logs the sale in Google Sheets, and posts handoff details to Slackβso your team can move faster.
FanBasisor swap with your favorite app
2.Create leads and tasks
Integrate Close and task schedulers to map sale fields and to set onboarding and rebill due dates.
Closeor swap with your favorite app
3.Send signature request
Integrate Dropbox Sign and eSignature templates to request signatures using purchaser name and email mappings.
Dropbox Signor swap with your favorite app
4.Add purchaser to onboarding
Integrate Kit and marketing sequences to add the purchaser to the configured tag or onboarding sequence.
Kitor swap with your favorite app
5.Add sale to worksheet
Integrate Google Sheets and reporting tools to add a new row for sale details and CRM link tracking.
Google Sheetsor swap with your favorite app
6.Post lead handoff message
Integrate Slack and team collaboration tools to post purchaser details, lead link, and task assignments.
Slackor swap with your favorite app
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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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