LeadConnector + Payaca
Create new Payaca deals when LeadConnector stages are updated
Elevate your efficiency with this streamlined workflow. When a lead progresses in the LeadConnector app, this workflow initiates, creating a new deal in Payaca. No need for manual inputs and updates - this seamless process ensures all your business deals correlate with your pipeline stages, keeping your response timely and enhancing your business performance.
Elevate your efficiency with this streamlined workflow. When a lead progresses in the LeadConnector app, this workflow initiates, creating a new deal in Payaca. No need for manual inputs and updates - this seamless process ensures all your business deals correlate with your pipeline stages, keeping your response timely and enhancing your business performance.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Deal
Creates a deal.
- Free forever for core features
- 14 day trial for premium features & apps
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
Accepted Quote
Triggers when a quote accepted.
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
Created Event
Triggers when an event is created.
Try It
