ChargeOver + LeadConnector

ChargeOver + LeadConnector integrations

Add new ChargeOver customers to LeadConnector as updated contacts

Stay on top of your customer relations with this seamless workflow. When a new customer is added in ChargeOver, their information will be promptly updated or added as a contact in LeadConnector. This ensures your customer data stays current across both platforms, enhancing efficiency and customer management.

When this happens...
New CustomerTriggers when a new customer is added to ChargeOver.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with ChargeOver and LeadConnector

Discover other triggers and actions you can use with ChargeOver and LeadConnector

New Contact
Triggers when a new contact is added to ChargeOver.
Trigger
Instant
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New Customer
Triggers when a new customer is added to ChargeOver.
Trigger
Instant
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New Invoice
Triggers when a new Invoice is added to ChargeOver.
Trigger
Instant
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New Item (Product, Discount)
Triggers when a new item (product, discount) is added to ChargeOver.
Trigger
Instant
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- Filter By Quote Status
Trigger
Instant
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- Filter By Subscription Status
- Filter By Payment Method
- Filter By Payment Cycle
Trigger
Instant
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Transaction Status Changed
Triggers when a transaction status changes in ChargeOver.
Trigger
Instant
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Create a Customer
Create a new customer in ChargeOver.
Action
Write
Create an Invoice
Create a new Invoice in ChargeOver.
Action
Write
- Subscription ID #
  Required
- Cancellation Date
Action
Write
- Customer ID
  Required
- Payment Amount
  Required
Action
Write
- Find...
  Required
- That equals...
  Required
Action
Search
- Find...
  Required
- That equals...
  Required
Action
Search
- Find...
  Required
- That equals...
  Required
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Contact Was Updated
Triggers when a contact is updated in ChargeOver.
Trigger
Instant
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- Filter By Customer Status
Trigger
Instant
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- Filter By Invoice Status
Trigger
Instant
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New Quote
Triggers when a new quote is added to ChargeOver.
Trigger
Instant
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- Filter By Payment Method
- Filter By Payment Cycle
Trigger
Instant
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- Filter By Transaction Type
- Filter By Gateway Status
Trigger
Instant
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Create a Contact
Create a new contact in ChargeOver.
Action
Write
- Customer ID
  Required
Action
Write
Create a Quote
Create a new quote in ChargeOver.
Action
Write
Create a Subscription
Create a new subscription in ChargeOver.
Action
Write
- Find...
  Required
- That equals...
  Required
Action
Search
- Find...
  Required
- That equals...
  Required
Action
Search
- Find...
  Required
- That equals...
  Required
Action
Search
- Find...
  Required
- That equals...
  Required
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About ChargeOver

Go beyond recurring and subscription billing with ChargeOver. Simplify how you manage billing workflows, increase customer satisfaction with easy no-code pages, and stay organized with reports and data!

Learn moreLearn moreHelpHelp

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Create new ChargeOver customers when pipeline stages change in LeadConnector

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