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Why use Zapier for your CRM Automation

Updated this week

Automation can be a game-changer when you're growing your audience and managing subscriber relationships. With SupaPass's Zapier integration, you can instantly connect your platform to your favorite CRM tools—like Mailchimp, Mailjet, ActiveCampaign, ConvertKit, and many others—to build smart, personalized automations.

In this guide, we’ll walk you through how to think about CRM tasks using SupaPass Zapier triggers. We’ll also explore examples like sending a welcome email when someone subscribes, and removing contacts when subscriptions end.

If you're looking for technical setup instructions, those are covered in our individual trigger guides and dashboard help docs. This article is about how to use these tools effectively—not how to set them up.

What Is Zapier (and Why Use It with SupaPass?)

Zapier is an automation tool that connects thousands of apps without writing any code. SupaPass uses Zapier triggers to send subscriber and user activity data to other tools in real time. This means you can automate workflows like:

  • Sending welcome emails

  • Adding new subscribers to your CRM

  • Removing expired users from your mailing list

  • Tagging users by plan, payment method, or coupon used

Once connected, it all happens automatically.

💡 Good to know: Zapier offers a generous free plan, which includes up to 200 tasks per month. That’s plenty for many creators to get started with automations at no cost.


If you find yourself using more than 200 tasks, it usually means your business is growing—great news! At that point, upgrading to a paid Zapier plan is a smart investment.

What Data Can SupaPass Send to Zapier?

SupaPass provides two main types of real-time Zapier triggers:

User Triggers

These send user information like:

  • Email address

  • First & last name

  • Marketing consent (Opted In to Marketing: True/False)

  • Internal user ID

Subscription Triggers

These provide rich details about the user’s subscription:

  • Product name

  • Email address

  • Pricing plan ID

  • Free trial status (True/False)

  • Coupon code used

  • Renewal interval (monthly, yearly, or one-time)

  • Payment provider (Apple, Google, Stripe)

✅ All triggers are real-time so your automations can respond instantly.

Connecting SupaPass to Zapier

You’ll need an API key, which you’ll find in your SupaPass Dashboard:

Dashboard → Integrations → Zapier tab

Once added, you can start creating Zaps that fire when your users take action—like subscribing, canceling, or updating their info. You can find further instructions here


📬 Example 1: Send a Welcome Email When Someone Subscribes

Let’s say you want to send a welcome email through Mailchimp when someone subscribes to your platform. Here’s how you can think about building that flow:

Trigger:

“New Subscription” event from SupaPass Zapier integration

Action:

Add the user to a Mailchimp audience and trigger a welcome email campaign.

Why it works:
You can use data like:

  • First name → personalize the subject line

  • Product name → customize the welcome message

  • Opted In to Marketing → only add users who consent to receive emails

📌 Pro Tip: Use Zapier filters to prevent emails from going to users who haven't opted into marketing.

⚠️ SupaPass doesn’t send the password or login link in the Zap for security reasons, so use the welcome email to guide users back to your platform.

🧹 Example 2: Remove Users from Your Mailing List When a Subscription Ends

If a user’s subscription ends, you may want to automatically:

  • Remove them from a CRM mailing list

  • Update their tag or segment

  • Send a re-engagement email sequence

Trigger:

“Subscription Ended” event (or related trigger from SupaPass)

Action:

Remove subscriber from your CRM list, or apply an “Inactive” tag

This is especially useful for:

  • Keeping your mailing list clean

  • Staying compliant with data protection laws (like GDPR)

  • Avoiding sending content to lapsed subscribers by mistake

💡 Other Ideas You Can Automate

Zapier makes it easy to tailor your CRM around your unique business. Here are a few more things you might want to explore:

  • Tag users who used a coupon during signup → send them special offers later

  • Add mobile-only users (Apple/Google) to a separate segment → optimize onboarding

  • Track free trial users → trigger reminder emails or upsell flows

The data from SupaPass triggers gives you powerful context to build smarter audience journeys.

Where to Find Setup Instructions

This article gives you the why and the what—but if you’re looking for the how, we’ve got that covered too.

👉 Check out our step-by-step Zapier setup guides here.
They’ll walk you through connecting SupaPass to your Zapier account, creating your first Zap, and making it live.

Final Tips

  • Always test your Zap before going live

  • Use the “Opted In to Marketing” field to respect user preferences

  • Consider adding email verification steps in your CRM before triggering sensitive campaigns

  • Revisit your Zaps regularly to update tags or campaigns based on your evolving offerings

🙋‍♀️ Frequently Asked Questions

Can I use Zapier for free?

Yes! Zapier offers a free plan that includes up to 200 tasks per month, which is great for getting started. If your automations grow beyond that, it usually means your business is scaling—so upgrading to a paid plan becomes a worthwhile investment.

Do I need to know how to code?

Not at all. SupaPass + Zapier integrations are completely no-code. If you can follow a step-by-step setup guide, you’re good to go.

What if I’m not using Mailchimp?

No problem. SupaPass triggers work with thousands of apps on Zapier—ActiveCampaign, ConvertKit, Klaviyo, Gmail, Google Sheets, and more. The concepts stay the same; just choose the CRM that suits you.

Is user data sent securely?

Yes. SupaPass sends only essential user and subscription data via Zapier, and always respects opt-in settings for marketing.

Can I trigger different automations for different products or pricing plans?

Absolutely. Each Zap can be filtered by things like product name, pricing plan ID, payment provider, or coupon used—giving you powerful control over your automations.

Ready to Automate?

With SupaPass and Zapier working together, you can build a smart, responsive CRM experience that grows with your business—without the manual effort.

Need help? Reach out via chat 💬 on your SupaPass Dashboard

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