1.Payment succeeded triggers the automation
Integrate Whop and payment event sources to detect successful payments and start lead capture.
Log paid purchases, notify sales, and create lead records
Automatically detect payment succeeded events across Whop and route paid purchase details through Slack, Webhooks by Zapier, Google Sheets, and Hyros. Create and update lead and order records, notify reps, and capture net amount attributionβso you can reduce manual CRM data entry and follow-up delay.
How this automation accelerates sales follow-up
When payment succeeded events happen, manual CRM data entry and follow-up delays can hurt conversion timing. This automation formats purchase details and notifies reps and logs lead and order recordsβso your team can act immediately on paid intent.
Whopor swap with your favorite app
2.Calculates net amount and formats date
Integrate Formatter by Zapier, math tools, and date formatting to calculate net amount and format the payment date.
Formatter by Zapieror swap with your favorite app
3.Posts a channel message to sales
Integrate Slack, team chat tools, and templating to post payment details to your sales channel for quick visibility.
Slackor swap with your favorite app
4.Posts lead and order payload to intake
Integrate Webhooks by Zapier, API endpoints, and payload mapping to post lead and order data for attribution and follow-up.
Webhooks by Zapieror swap with your favorite app
5.Adds a row to the worksheet
Integrate Google Sheets, spreadsheets, and column mapping to add an order row with date, name, email, amount, and product.
Google Sheetsor swap with your favorite app
6.Creates attribution lead and order
Integrate Hyros and attribution tools to create an attribution order and lead when matching by email.
Hyrosor 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
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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