LeadConnector + Payfunnels

LeadConnector + Payfunnels integrations

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.

When this happens...
First Recurring Payment Triggers when the First payment of recurring subscription is successfully paid.
TriggerInstant
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Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Payfunnels and LeadConnector

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

First Recurring Payment
Triggers when the First payment of recurring subscription is successfully paid.
Trigger
Instant
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Invoice Deleted
Triggers when invoice deleted.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
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Instant
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Payment Successful
Triggers when a payment succeeded.
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Instant
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One Time Setup Fees Deleted
Triggers when one time setup fees is deleted.
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Instant
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- Id
  Required
- Cancellation Option
  Required
- Cancel Date
Action
Write
- Page
- Limit
Action
Search

- Page
- Limit
- Email
Action
Search
- 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

Invoice Created
Triggers when invoice Created.
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Instant
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Invoice Updated
Triggers when a invoice is updated.
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Instant
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Payment Failed
Triggers when payment failed.
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Instant
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One Time Setup Fees Created
Triggers when a new one time setup fees is created.
Trigger
Instant
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One Time Setup Fees Updated
Triggers when a one time setup fees is updated.
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Instant
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- Id
  Required
- Amount
  Required
- Reason
  Required
Action
Write
- Page
- Limit
- Email
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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

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

About Payfunnels

Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

Related Zap Templates

"manage new recurring payments in Payfunnels by adding or updating contacts in LeadConnector"

Manage failed Payfunnels payments by adding or updating opportunities in LeadConnector