LeadConnector + Payaca
Create new Payaca customers when pipeline stages are updated in LeadConnector
Streamline your sales pipeline with this workflow. When the stage changes for a lead in LeadConnector, this automation will immediately create a new customer in Payaca. This ensures you can swiftly address the needs of your evolving leads, bolstering your customer acquisition efforts. Enjoy a smoother, more efficient process and never miss an opportunity to convert leads.
Streamline your sales pipeline with this workflow. When the stage changes for a lead in LeadConnector, this automation will immediately create a new customer in Payaca. This ensures you can swiftly address the needs of your evolving leads, bolstering your customer acquisition efforts. Enjoy a smoother, more efficient process and never miss an opportunity to convert leads.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Customer
Creates a customer.
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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
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
CampaignRequired
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
Accepted Quote
Triggers when a quote accepted.
Try It
