If you're a SaaS startup and you're not running these 10 Zaps, you're paying for ops work that could be automated. Here's the standard pack.
1. New signup → Slack #signups
Trigger: Stripe customer created (or your DB webhook). Action: post to Slack with name, plan, MRR delta.
2. New paid signup → tag in HubSpot
When MRR crosses $0, auto-tag contact "PAID" in your CRM.
3. Cancellation → win-back drip
Subscription cancellation → 24h delay → add to Klaviyo "win-back" flow.
4. Failed payment → CSM notification
Stripe invoice.payment_failed → post in #support with customer name + amount.
5. Plan upgrade → discount eligibility
When customer upgrades from Free → Pro within 30 days of signup, auto-issue 20% off coupon.
6. Support ticket → Linear issue
New Intercom/Helpscout ticket tagged "bug" → create Linear issue → reply to customer with ticket #.
7. Form submission → CRM contact
Typeform/Tally submission → create or update HubSpot contact → notify sales.
8. New user → schedule onboarding email
Day 1 welcome, day 3 tutorial, day 7 case study — drip via Klaviyo or Customer.io triggered from Zapier.
9. Inactive trial → reactivation email
7 days into trial with zero usage → send "stuck somewhere?" email.
10. NPS response → notify CEO
NPS survey response of 9-10 (promoter) → ping the founder. Personal outreach > automation here.
Total setup time
8-12 hours by a Zapier expert. Saves ~7 hours/week ongoing. Payback: 1.5 weeks.
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