1.Detect checkout session completed
Integrate Stripe and payment reconciliation tools to detect a checkout session completed signal and start deal updates.
Update CRM deal records and send tailored purchase emails
Automatically update CRM deal records and send tailored purchase confirmation emails across Stripe and HubSpot. Capture checkout session completed events, then match contacts and deals, enrich deal details, and email booking links without manual data entry.
How this automation updates paid deals and confirmations
When checkout session completed fires, manual entry can lag and sales records can drift from actual purchases. This automation parses the package, updates deal records, and sends tailored confirmation emailsβso your team can reflect purchases faster.
Stripeor swap with your favorite app
2.Find or create contact
Integrate HubSpot and contact matching tools to map source email and purchaser name and to create missing contacts.
HubSpotor swap with your favorite app
3.Short delay for reconciliation
Integrate Delay by Zapier and timing controls to pause briefly so payment details can settle before parsing.
Delay by Zapieror swap with your favorite app
4.Parse package line items
Integrate Formatter by Zapier and purchase parsing tools to extract package category from line item descriptions.
Formatter by Zapieror swap with your favorite app
5.Find or create deal
Integrate HubSpot and deal matching tools to match by purchaser name and amount and to create a deal when needed.
6.Update paid deal record
Integrate HubSpot and pipeline configuration tools to set pipeline, stage, deal type, and store package metadata.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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