Zapier

Zapier is an automation platform that connects thousands of apps such as Google Sheets, Slack, Todoist, Trello, HubSpot and Airtable without writing code. With Churn Solution, you can trigger automations whenever a cancellation flow session is completed and use the session data in any Zapier workflow (a "Zap").

How to connect Zapier and Churn Solution

1. Connect from Churn Solution

   On the Integrations page, click Connect next to Zapier.

2. Accept the invite

   On the Churn Solution page in Zapier, click Accept Invite & Build a Zap, then log in or create a Zapier account.

   

3. Create a Zap

   Click Create on the Zaps page, search for Churn Solution as the trigger app and choose the event Cancellation Flow Completed.

   

   

4. Authorize

   Sign in and allow Zapier to access your Churn Solution account.

   

5. Add actions

   Slack message, Google Sheets row, CRM update, and so on.

6. Publish and test

   Click Publish. Open a cancellation session in your app, then click Test trigger in the Zap's Test tab.

   

Trigger: Cancellation Flow Completed

Every time a customer finishes a session in any of your cancellation flows, Churn Solution sends the session data to Zapier instantly.

Session data sent to Zapier

Example uses

• Alert the team in Slack.
• Log cancellation reasons in a Google Sheet.
• Create follow-up tasks in Trello or Asana.
• Update contacts or deals in your CRM.
• Send follow-up emails to customers who cancelled.

Example: send a Slack notification when a session is completed

1. Trigger

   Churn Solution → Cancellation Flow Completed.

2. Action

   Slack → Send Channel Message. Connect your Slack account and pick the channel.

3. Message

   Build it from the session fields:

   Cancellation flow completed
   Customer: {Customer Name} ({Customer Email})
   Plan: {Plan Summary}
   Reason: {Survey Answer}
   Saved: {Is Saved}
   Flow: {Flow Name}