Direct Answer:

Tracking new customers manually involves cross referencing payment notifications with spreadsheets which is tedious and unscalable. As your sales volume grows this manual tracking breaks down leading to inaccurate records. You need a passive system that records every customer acquisition automatically.

Zapier solves this by listening to your eCommerce or payment platform such as Stripe or WooCommerce. When a new customer is created Zapier copies their details to your tracking system whether that is HubSpot Salesforce or a simple Google Sheet. This provides you with an up to date customer list at all times without requiring any extra effort from you.

How this automation works

• Trigger: A new customer is created in your payment platform.
• Action: Zapier adds the customer to your CRM or database.
• Result: Customer records are maintained automatically.

Why use this automation?

• Scale effortlessly: Handle high volumes of new customers easily.
• Ensure accuracy: Maintain a pristine record of your client base.
• Save admin time: Remove data entry from your daily tasks.

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