1.Triggers on subscription created
Integrate WooCommerce and eCommerce payloads to detect qualifying subscription creation and pass purchase details to the workflow to start tracking deals.
Create trial deal and enroll buyer to trial list
Automatically capture subscription purchases across WooCommerce and ActiveCampaign, then enroll buyers in your trial nurture. Get instant deal updates when subscription created, qualifying SKU purchased, or trial eligible subscriptionβso you can create contacts, manage trial list subscriptions, and log trial dates without manual follow-up.
How this automation grows your trial pipeline
When subscription created events arrive for qualifying SKUs, sales follow-up can lag and opportunities slip. This automation finds or creates contacts and enrolls them in trial lists and sets trial stages with logged trial datesβso your team can follow up fast.
WooCommerceor swap with your favorite app
2.Find or creates trial contact
Integrate ActiveCampaign and CRM contact matching to find or create a contact by email and subscribe it to the configured trial list to enroll buyers.
ActiveCampaignor swap with your favorite app
3.Adds contact to trial automation
Integrate ActiveCampaign and marketing list tools to add the contact to the configured trial automation, manage list subscriptions, and prevent conflicting list memberships to keep enrollment clean.
4.Creates or updates trial deal
Integrate ActiveCampaign and sales pipeline tracking to create or update a deal for the contact and set the owner and trial stage to advance opportunities.
5.Logs trial dates in table
Integrate Zapier Tables and reporting tables to create a record in your trials table and map subscription start and end to trial dates to improve handoff reporting.
Zapier Tablesor swap with your favorite app
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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