Add or update LeadConnector opportunities with new Cognito Forms payments
Whenever a new payment is recorded in Cognito Forms, this workflow ensures that your LeadConnector is promptly updated to reflect the opportunity. No more manual data transfers, the process happens seamlessly in the background. This way, your sales pipeline stays up-to-date, allowing easy tracking of business growth opportunities.
Whenever a new payment is recorded in Cognito Forms, this workflow ensures that your LeadConnector is promptly updated to reflect the opportunity. No more manual data transfers, the process happens seamlessly in the background. This way, your sales pipeline stays up-to-date, allowing easy tracking of business growth opportunities.
- When this happens...New Payment
Triggers when a payment is collected.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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