Paythen + LeadConnector

LeadConnector + Paythen integrations

Update opportunities in LeadConnector for every successful payment in Paythen

Boost your efficiency with this seamless workflow where successful payments in Paythen result in creating or updating opportunities in LeadConnector. This process ensures your sales efforts are up-to-date, letting you monitor new potentials as soon as they arise. It's an easy, automatic way to keep your business on track and always ready for new possibilities.

When this happens...
Successful PaymentTriggers when there is a successful payment in your Paythen account. Includes upfront or ongoing payments, for all plan types.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Paythen and LeadConnector

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

- Choose a Plan
- When a Customer's Status changes to
  Required
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Paythen template link
  Required
- Customer email
  Required
- Plan name
  Required
- Total payment amount
  Required
- A note about the optional fields
- Customer first name (optional)
- Number of payments (optional)
- Currency (optional)
- Billing interval (optional)
- Delay payment plan start by X days (optional)
- Custom confirmation page link (optional)
- Plan description (optional)
- Include custom text in email (optional)
Action
Write
- Search by plan name
- Search by internal name
- Search by NFID
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

- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Search by email
- Search by name
- Filter by customer status (optional)
Action
Search
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- 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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About Paythen

Paythen lets businesses offer payment plans, one time payments, or a choice of both to their customers in under 60 seconds.

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Related categories

Payment Processing

Related Zap Templates

Add new Paythen customers to LeadConnector campaigns effortlessly