1.Detect new payment charge
Integrate Stripe to detect new charge events and start processing line items for product record creation.
Create CRM product records from successful customer payments
Automatically monitor successful customer payments with Stripe and route them across CRM tools. Create and update product records from charge line itemsβso you can expand purchase detail without manual data entry.
How this automation creates product records from payments
When successful Stripe charges arrive with charge and line item details, product info can be missed until someone enters it into the CRM. This automation filters for qualifying charges, normalizes line item data, and creates or updates linked product custom objects in Closeβso sales ops and account teams see purchase detail immediately.
Stripeor swap with your favorite app
2.Stops non successful charges
Integrate Filter by Zapier and workflow filters to continue only for successful charge status events.
Filter by Zapieror swap with your favorite app
3.Waits for subscription metadata
Integrate Delay by Zapier and timing controls to wait 7 minutes before lookups for metadata.
Delay by Zapieror swap with your favorite app
4.Normalizes email and dates
Integrate Formatter by Zapier and data formatting tools to lowercase customer email and format subscription start and end dates.
Formatter by Zapieror swap with your favorite app
5.Maps price IDs to products
Integrate Code by Zapier and transform utilities to convert line item price IDs into product names and quantities arrays.
Code by Zapieror swap with your favorite app
6.Iterates products per line item
Integrate Looping by Zapier and iteration logic to process each mapped product name and quantity one by one.
Looping by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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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
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