1.Catches hook from PPC upsells
Integrate Webhooks by Zapier and webhook parsing tools to catch incoming upsell signals and route processing to Close.
Create upsell opportunity and notify account team owners
Automatically catch PPC upsell webhooks across Webhooks by Zapier, Formatter by Zapier, Close, and Zapier Tables. Create and update when upsell webhook receipt, lead reference sent, or owner lookup failsβso you can create opportunity records, assign owners, and attach upsell notes without manual routing.
How this automation creates upsell opportunities
When PPC upsell webhooks arrive out of band, reps miss the timing needed to act. This automation captures webhook variables, looks up the lead and owner, and creates a new opportunity with the right contextβso your team can pursue upsell faster.
Webhooks by Zapieror swap with your favorite app
2.Splits text and extracts variables
Integrate Formatter by Zapier and data extraction tools to split webhook text and map querystring fields to variables.
Formatter by Zapieror swap with your favorite app
3.Finds lead by external reference
Integrate Close and CRM lookups to match the lead reference and return the primary contact and owner id.
Closeor swap with your favorite app
4.Finds owner record for assignment
Integrate Zapier Tables and account mapping tables to confirm an active owner or return no match for assignment.
Zapier Tablesor swap with your favorite app
5.Creates upsell opportunity record
Integrate Close and opportunity records to create a new opportunity with stage, owner mapping, and pod leader notes.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Schedule by Zapier, HubSpot, Formatter by Zapier, Looping by Zapier, AI by Zapier, Google SheetsSwap with your favorite apps.
Add monthly upsell opportunities to your paid partner list
You miss partner product launches and events, so account managers lack timely upsell signals. Opportunities are collected into a sheet for campaign managers to act on before the next monthly outreach.
- Apps: Intercom, SalesforceSwap with your favorite apps.
Create an upsell opportunity from in-product customer tag
Your customers tagged for product engagement aren't added to sales, so reps miss timely upsell opportunities. It creates prioritized opportunity records so account executives act same day.
- Apps: Webhooks by Zapier, Delay by Zapier, HubSpot, Looping by ZapierSwap with your favorite apps.
Create follow-up deals from won upsells and link contacts
Your won upsell events often lack a linked contact, leaving follow-up deals uncreated and reps without ownership. The flow creates a linked deal or alerts ops so onboarding can start same day.
- Apps: Typeform, Google Sheets, Delay by Zapier, Salesforce, TwistSwap with your favorite apps.
Create upsell opportunities from renewal form replies today
Your renewal and cancellation form responses lack CRM records, leaving account teams unable to prioritize outreach. Generate opportunities and notes so reps can act the same day.
- Apps: Webhooks by Zapier, VitallySwap with your favorite apps.
Create upsell records from inbound customer webhook signals
Your customer signals lack standardized opportunity records and pipeline context for marketing ops and CSMs. Create consistent upsell entries so owners can act before renewal.
- Apps: Salesforce, Filter by Zapier, NotionSwap with your favorite apps.
Mark upsell records converted in your deal tracker
Unlinked CRM upsell opportunities leave conversions unrecorded and delay revenue reconciliation. Converted upsells are marked so sales ops can reconcile and follow up same day.
- Apps: Snowflake, Filter by Zapier, Formatter by Zapier, GmailSwap with your favorite apps.
Notify reps of accounts nearing credit exhaustion for renewal
Your accounts' credit usage rows show imminent exhaustion and often arrive without seller context. The workflow notifies owners and renewals reps so they can create upsell opportunities ahead of renewal.
- Apps: Stripe, Filter by Zapier, Google Sheets, SlackSwap with your favorite apps.
Notify sales of qualifying charge for upgrade follow-up
Your new charge events lack routing for upgrade review, so reps miss timely upgrade opportunities. Get sales alerts for qualifying charges so follow-up happens within minutes.
- Apps: Slack, Formatter by Zapier, Filter by ZapierSwap with your favorite apps.
Post detected upsell mentions to the revenue team channel
You miss revenue cues when upsell mentions in chat go unnoticed, leaving account teams without context. It surfaces linked messages to your revenue channel for fast qualification within minutes.
- Apps: Zapier TablesSwap with your favorite apps.
Remove completed renewal cross-sell items from your board
When renewal cross-sell items stay on your board after completion, active work is harder to find and reviews get noisy. Removing them automatically keeps views focused and speeds quarterly triage.
- Apps: Schedule by Zapier, Google Sheets, Looping by Zapier, Webhooks by ZapierSwap with your favorite apps.
Send daily upsell prompts for pending client contacts
Your pending upsell rows sit idle each morning, so account managers miss timely outreach and upgrade chances. Deliver those contacts to your outreach queue for same-day follow-up.
- View all
Explore all upsell & cross-sell identification automations
Uncover expansion opportunities with automated signal tracking, account scoring, and rep alerts
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.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.