Braintree + LeadConnector
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.
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 Customer
Triggers when you add a new customer.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Customer
Triggers when you add a new customer.
Try ItStatus
Try ItFirst Name
Last Name
Company
Email
Phone
Fax
Website
Street Address
Extended Address
Locality (City)
Region (State)
Postal Code
Country Code
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
New Dispute
Triggers when a new dispute is added.
Try ItStatus
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
