Braintree + LeadConnector integrations
Create new LeadConnector opportunities from Braintree customers
Easily manage your sales pipeline by creating or updating opportunities in LeadConnector whenever a new customer is added in Braintree. This workflow handles the process for you, ensuring your opportunities are up-to-date and allowing you to focus on building strong customer relationships. Just set it up once, and let the automation do the work for you.
- When this happens...New CustomerTriggers when you add a new customer.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Braintree and LeadConnector
Discover other triggers and actions you can use with Braintree and LeadConnector
- New Customer
Triggers when you add a new customer.
Try ItTriggerPolling - Status
Try ItTriggerPolling- First Name
- Last Name
- Company
- Email
- Phone
- Fax
- Website
- Street Address
- Extended Address
- Locality (City)
- Region (State)
- Postal Code
- Country Code
ActionWrite- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite
- New Dispute
Triggers when a new dispute is added.
Try ItTriggerPolling - Status
Try ItTriggerPolling- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite
With a first class API, great rates and instant approval, Braintree is the easiest way to accept payments anywhere online and via a mobile app.
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LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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