ChargeOver + LeadConnector
Create new ChargeOver customers when pipeline stages change in LeadConnector
Optimize your sales process with this ready-made workflow. When a pipeline stage changes in LeadConnector, it instantly creates a new customer in ChargeOver. This seamless process allows for a more effective tracking and managing of leads, improving efficiency and reducing potential errors in customer data entry. Simplify your CRM and billing operations with this automatic integration.
Optimize your sales process with this ready-made workflow. When a pipeline stage changes in LeadConnector, it instantly creates a new customer in ChargeOver. This seamless process allows for a more effective tracking and managing of leads, improving efficiency and reducing potential errors in customer data entry. Simplify your CRM and billing operations with this automatic integration.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create a Customer
Triggers when a new customer is added to ChargeOver.
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In 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
Phone Number
Email
First Name
Last Name
Full Name
New Contact
Triggers when a new contact is added to ChargeOver.
Try It
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
Workflow IDRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Contact Was Updated
Triggers when a contact is updated in ChargeOver.
Try It
