LeadConnector + Payfunnels
Update LeadConnector opportunities when new recurring payments occur in Payfunnels
Manage your sales opportunities more efficiently with this workflow between Payfunnels and LeadConnector. When a first recurring payment is received in Payfunnels, it will effortlessly prompt the LeadConnector application to add or update an opportunity. Perfect for businesses seeking a seamless method to track their recurring payments alongside potential leads, ensuring that no opportunity is missed in their sales process.
Manage your sales opportunities more efficiently with this workflow between Payfunnels and LeadConnector. When a first recurring payment is received in Payfunnels, it will effortlessly prompt the LeadConnector application to add or update an opportunity. Perfect for businesses seeking a seamless method to track their recurring payments alongside potential leads, ensuring that no opportunity is missed in their sales process.
- When this happens...First Recurring Payment
Triggers when the First payment of recurring subscription is successfully paid.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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First Recurring Payment
Triggers when the First payment of recurring subscription is successfully paid.
Try ItInvoice Deleted
Triggers when invoice deleted.
Try ItPayment Failed
Triggers when payment failed.
Try ItIn PipelineRequired
Moved to Stage
Try It
Invoice Created
Triggers when invoice Created.
Try ItInvoice Updated
Triggers when a invoice is updated.
Try ItPayment Successful
Triggers when a payment succeeded.
Try ItFirst 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
