1.Captures payment succeeded payload
Integrate Whop to capture purchaser email, name, plan identifier, and payment reference to start lead processing.
Create or update CRM lead after purchase event
Automatically capture purchaser email and details across Whop payment events and your CRM stack. Create and update CRM leads when payment succeeds for qualifying plansβso you can tag subscribers, set purchase stage fields, and keep follow-up from manual data entry.
How this automation updates your purchase leads
When payment succeeds in Whop, unqualified buys and purchase data gaps can stall sales and marketing follow-up. This automation filters qualifying plans, tags subscribers, and creates or updates CRM leadsβso your team can act on intent faster.
Whopor swap with your favorite app
2.Stops non qualifying purchases
Integrate Filter by Zapier and funnel product lists to evaluate plan identifiers to continue only for qualifying records.
Filter by Zapieror swap with your favorite app
3.Extracts first name from full name
Integrate Formatter by Zapier and name parsing tools to split purchaser full name to output the given name.
Formatter by Zapieror swap with your favorite app
4.Adds funnel tag to subscriber
Integrate Kit to map purchaser email to subscriber email and add the configured funnel tag and name metadata.
Kitor swap with your favorite app
5.Creates or updates lead record
Integrate Close and CRM fields to find lead by email and create or update purchase stage and custom fields.
Closeor 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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