Create upgrade checkout and add offer to customer record
Create upgrade checkout and add offer to customer record
You get usage webhooks for customers near plan limits, leaving upgrade offers unissued and missed revenue. It builds a checkout link and updates the customer record so offers are delivered same day.
Workflow preview:
Zap details:
Overview
When customers near plan limits, issuing offers manually delays outreach and loses momentum. This flow issues time-limited promo codes, creates checkout links, and tags the customer record so growth teams can deliver offers and convert customers same day.