How to connect Forte Payments + LeadConnector
Zapier lets you send info between Forte Payments and LeadConnector automatically—no code required.
When this happens...
automatically do this!
- New CreditTriggers when a new credit transaction has been created.Trigger
- New CustomerTriggers when a new customer has been created.Trigger
- New SaleTriggers when a new sale transaction has been created.Trigger
- New ScheduleTriggers when a new schedule transaction has been created.Trigger
- Pipeline Stage ChangedThe pipeline stage was updated for an opportunityTrigger
- Add AccountAdds new account for agencyAction
- Add/Update ContactAdds or updates an existing contact.Action
- Add/Update OpportunityAdds or updates an existing opportunity.Action
Adds a lead to an existing campaign.
Stops all campaign for a lead.
Adds a task to the account.
- Step 1: Authenticate Forte Payments + LeadConnector.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.