lead-converted

Lead Converted

A lead has signed up and paid. Follow these steps.

Step 1 — Identify the lead

Get the lead's email address (passed in from Stripe via Zapier, or provided by the user).

Search the Notion CRM for a matching lead by email address.

• If found: proceed
• If not found: create a new record marked converted (they may have come through a different channel)

Step 2 — Update Notion

Update the lead record:

• status → converted
• converted_date → today's date

This stops all follow-up sequences for this lead.

Step 3 — Send a welcome email

Write a warm, personal welcome email that:

• Congratulates them and expresses genuine excitement that they've joined
• Sets expectations for what happens next (first class, what to bring, who to ask for)
• Feels like it's from a person, not an automated system
• Is concise — under 100 words

POST to the Zapier webhook at ${user_config.zapier_email_webhook}:

{
  "to": "<lead email>",
  "from": "${user_config.studio_email}",
  "subject": "Welcome to the studio!",
  "body": "<email body>"
}

Step 4 — Confirm

Report: "Lead [Name] marked as converted. Welcome email sent."