1.Detect new customer subscription event
Integrate Stripe to watch for new customer subscription events and trigger the workflow.
Update CRM contact with new subscription details immediately
Automatically enrich contact records with subscription details across Stripe, Delay by Zapier, Formatter by Zapier, and HubSpot. Create and update when subscription starts, trial periods begin, or plan pricing changesβso you can update fields, set lifecycle stage, and capture attribution without manual CRM data entry.
How this automation updates your CRM contact details
When a new subscription starts but contact data stays outdated, follow-up can miss the right plan and trial timeline. This automation monitors subscription events and enriches your CRM contact by delaying lookups, finding the customer, formatting fields, and updating contact recordsβso your team can act on accurate data.
Stripeor swap with your favorite app
2.Pause for 10 minutes
Integrate Delay by Zapier to wait for 10 minutes before running lookups.
Delay by Zapieror swap with your favorite app
3.Find matching customer
Integrate Stripe to look up the customer and return metadata for CRM contact mapping.
4.Transform subscription fields
Integrate Formatter by Zapier to split name parts and normalize amounts for HubSpot updates.
Formatter by Zapieror swap with your favorite app
5.Update contact with subscription
Integrate HubSpot to find a contact by email and update fields for plan, trial, stage, and attribution.
HubSpotor swap with your favorite app
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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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