LeadConnector + Payaca

LeadConnector + Payaca integrations

Create new LeadConnector opportunities from sent Payaca quotes

Streamline your sales process with this efficient workflow. When a quote is sent via Payaca, it will spur a corresponding add or update opportunity event in LeadConnector. This seamless interaction between apps helps you save valuable time while keeping your sales pipeline updated and properly organized. Experience a smooth sales journey through this unique combination of opportunity management and quotation activity.

When this happens...
Sent QuoteTriggers when a quote is sent.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Payaca and LeadConnector

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

Accepted Quote
Triggers when a quote accepted.
Trigger
Instant
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Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
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Updated Event
Triggers when an event is updated.
Trigger
Instant
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- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
- Note
- Pipeline
- Tags
Action
Write
- 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

Created Event
Triggers when an event is created.
Trigger
Instant
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Sent Quote
Triggers when a quote is sent.
Trigger
Instant
Try It
- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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

About LeadConnector

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

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Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Payaca

Send professional quotes and invoices, manage customers and pricing, and take payment.

HelpHelp

Related categories

Sales & CRM

Related Zap Templates

Create and update LeadConnector opportunities from accepted Payaca quotes

Create new Payaca customers when pipeline stages are updated in LeadConnector

Create new Payaca deals when LeadConnector stages are updated