LeadConnector + PayPal
Update opportunities in LeadConnector with successful sales from PayPal
When a successful sale occurs in PayPal, this workflow ensures the information is instantly transferred to LeadConnector. With this workflow, all your important data are logged into the LeadConnector platform, creating or updating your existing opportunity records seamlessly. It saves you the trouble of manually entering details, streamlining your sales process, and enabling swift follow-ups. Perfect for keeping your sales funnel updated, this workflow is a strategy that boosts effectiveness and efficiency.
When a successful sale occurs in PayPal, this workflow ensures the information is instantly transferred to LeadConnector. With this workflow, all your important data are logged into the LeadConnector platform, creating or updating your existing opportunity records seamlessly. It saves you the trouble of manually entering details, streamlining your sales process, and enabling swift follow-ups. Perfect for keeping your sales funnel updated, this workflow is a strategy that boosts effectiveness and efficiency.
- When this happens...Successful Sale
Only successfully completed payments trigger this.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Successful Sale
Only successfully completed payments trigger this.
Try ItRefunded Sale
Only refunded payments trigger this.
Try ItIn 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
Successful Sale
Only successfully completed payments trigger this (with line item support).
Try ItAll Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
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
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)
