Trigger design
A single, reliable webhook trigger that starts the whole pipeline the moment a sale completes.
Raw sale data isn't CRM-ready data.
The pipeline starts the moment a sale happens on Payhip. From there, every field that came in raw gets checked, cleaned or reformatted before it's allowed anywhere near HubSpot.
Step 1 · Payhip new sale trigger
Tool: Payhip + Zapier. An instant webhook fires the moment a sale is initiated, capturing the customer's name, email, product, price and date. This is the single starting point for all eleven steps that follow.
Step 2 · Format first name
Tool: Zapier Formatter (Text). Whatever case the customer typed their name in gets converted to proper case, so "john" becomes "John" everywhere it's later used, in HubSpot, in the sheet, in the confirmation email.
Step 3 · Format last name
Tool: Zapier Formatter. The same capitalization fix runs on the last name, keeping it consistent across HubSpot records and email templates rather than relying on however the customer happened to type it.
Step 4 · Email to lowercase
Tool: Zapier Formatter (Lowercase). The email address is converted to lowercase before it's used as an identifier, so "[email protected]" and "[email protected]" are treated as the same person instead of creating two records.
Step 5 · Reformat the date
Tool: Zapier Date/Time Formatter. Payhip's own timestamp is converted into one unified format (YYYY-MM-DD HH:MM:SS), so every date lines up correctly later when it's sorted or reported on in Sheets.
Step 6 · Filter by email validity
Tool: Zapier Filter. The record only continues if the email actually contains an "@" and a valid domain. Anything malformed is stopped here, before it can ever reach the CRM.
