1.Receives membership activation
Integrate Whop and CRM data capture to accept membership activation details and pass plan and contact values into the workflow.
Update CRM and create onboarding task from purchase
Automatically enrich and update CRM leads across Whop and Close when membership goes valid, plan tier activates, or purchase becomes active—so you can protect data quality, capture purchase context, and create onboarding tasks without manual CRM entry. Create and update when membership goes valid, plan tier activates, or purchase becomes active—so you can enrich leads, store purchase details, and create onboarding tasks without manual CRM entry.
How this automation creates onboarding tasks from purchases
When membership went valid, onboarding work can stall and CRM records can stay incomplete. This automation enriches leads and stores purchase details and creates onboarding tasks—so your team can onboard program participants faster.
Whopor swap with your favorite app
2.Determines plan tier
Integrate Code by Zapier and data mapping tools to normalize the incoming plan link into a plan tier for downstream fields.
Code by Zapieror swap with your favorite app
3.Formats customer contact
Integrate Formatter by Zapier and phone normalization tools to parse names and format phone numbers for consistent lookups.
Formatter by Zapieror swap with your favorite app
4.Finds or updates lead
Integrate Close and CRM lead matching to find leads by email and phone and to update mapped lead fields.
Closeor swap with your favorite app
5.Creates client custom object
Integrate Close and CRM object management to create or update a client custom object that stores purchase details.
6.Creates onboarding task
Integrate ClickUp and task management workflows to create an onboarding task with plan tier, purchase amount, and lead link.
ClickUpor 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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