1.Detect subscription renewal event
Integrate FanBasis to watch for subscription renewal event signals and start the payment-record flow.
Create subscription renewal payment records in your CRM
Automatically monitor subscription renewal events across FanBasis and HubSpot. Create and update payment records when renewals post, so you can reconcile billing, handle exceptions, and act same-day without manual logging.
How this automation updates your CRM payments
When subscription renewal events happen, billing reconciliation slows down and exceptions wait for follow-up. This automation delays and formats renewal data, then searches, filters, and creates or updates HubSpot payment recordsβso your team can reconcile faster.
FanBasisor swap with your favorite app
2.Wait for event finalization
Integrate Delay by Zapier to wait before processing so the payment processor finalizes the event.
Delay by Zapieror swap with your favorite app
3.Format CRM payment dates
Integrate Formatter by Zapier to map source date fields into the CRM date format YYYY-MM-DD.
Formatter by Zapieror swap with your favorite app
4.Search existing payment record
Integrate HubSpot and CRM custom object search tools to find an existing payment record by external payment ID.
HubSpotor swap with your favorite app
5.Route first purchase or renewal
Integrate Filter by Zapier and subscription logic tools to continue only for qualifying records and route correctly.
Filter by Zapieror swap with your favorite app
6.Update or create payment record
Integrate HubSpot and CRM custom objects to update the payment properties or create a new recurring payment record.
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Explore all subscription renewal workflows automations
Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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