1.Watch checkout session completion
Integrate Stripe and CRM contact mapping tools to capture checkout fields from completed sessions to create subscriber profiles.
Mark subscribers in CRM and send welcome email
Automatically monitors Checkout Session completed across Stripe and CRM tools. Create and update when email matches, trial windows apply, or annual plans are purchasedβso you can update CRM subscribers, set renewal dates, and send welcome emails without manual entry.
How this automation accelerates subscriber onboarding
When checkout session completes, subscribers can be missed and renewal timing can be wrong. This automation captures checkout fields, calculates expiry dates, and updates Airtable and sends welcome emailsβso your team can onboard faster.
Stripeor swap with your favorite app
2.Calculate renewal and expiry date
Integrate Formatter by Zapier and date formatting tools to compute renewal or expiry dates to output a formatted date string.
Formatter by Zapieror swap with your favorite app
3.Update contact subscriber status
Integrate Airtable and CRM contacts to find by email and update subscriber status, plan details, and renewal dates to keep records current.
Airtableor swap with your favorite app
4.Send welcome email via Gmail
Integrate Gmail and email templates to send a welcome message to the customer email to deliver onboarding next steps.
Gmailor 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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