1.Detect updated subscription event
Integrate Stripe, billing event tools, and payment monitoring to detect updated subscription events and start downstream CRM updates.
Update CRM lead, contact, and opportunity from subscriptions
Automatically monitor updated subscription events across Stripe and Close. Create and update lead, contact, and opportunity records when subscriptions update, trial end dates shift, or plan status changesβso you can keep CRM context current and avoid manual data entry.
How this automation updates your CRM context
When an updated subscription event is missed, billing details get stale and sales act without accurate context. This automation formats dates, finds matching lead, opportunity, and contact records, and updates subscription, plan, and billing fieldsβso your team can respond with current account status.
Stripeor swap with your favorite app
2.Formats date fields for display
Integrate Formatter by Zapier, date mapping tools, and reporting systems to format subscription trial end dates and other date fields.
Formatter by Zapieror swap with your favorite app
3.Find matching lead record
Integrate Close, CRM search tools, and contact matching rules to find the single matching lead for the subscription identifier.
Closeor swap with your favorite app
4.Updates lead billing and status
Integrate Close, CRM fields, and billing status mapping to update plan amount, quantity, subscription status, and trial end fields.
5.Find and update opportunity
Integrate Close, opportunity records, and billing cadence mapping to update status and deal value from mapped plan amount.
6.Find and update contact billing
Integrate Close, contact profiles, and subscription status fields to update contact billing fields and subscription status.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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.
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