1.Detects new order events
Integrate Thinkific and order data pipelines to capture order payloads and purchaser details for CRM entry.
Update CRM contact with course purchase details for learner
Automatically monitor new order events across Thinkific and HubSpot. Create and update purchase context when order details arrive or contact matches, so you can locate the right CRM record, update purchase fields, and add timestamps without manual CRM entry.
How this automation updates your CRM purchase context
When a learner completes a purchase, delays can leave CRM records missing key details. This automation catches new order events and finds and updates the matching HubSpot contactβso your team can see purchase context fast.
Thinkificor swap with your favorite app
2.Waits before CRM lookup
Integrate Delay by Zapier and automation timing tools to wait 6 minutes before searching the CRM.
Delay by Zapieror swap with your favorite app
3.Finds matching contact
Integrate HubSpot and CRM contact matching to search by purchaser email and fall back to name matching.
HubSpotor swap with your favorite app
4.Updates contact purchase details
Integrate HubSpot and CRM property mapping to update purchase fields and append a purchase timestamp.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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