LeadConnector + Pinch Payments
Update sources in Pinch Payments when pipeline stages change in LeadConnector
Efficiently manage your sales process and payments with this automation. When a stage changes in a lead within the LeadConnector application, it initiates an update in the Pinch Payments app to add a source to a payer. This workflow ensures seamless organization of your financial records alongside your sales pipeline, saving you time and improving accuracy. Use this process to streamline your sales and payment processes for a more efficient business operation.
Efficiently manage your sales process and payments with this automation. When a stage changes in a lead within the LeadConnector application, it initiates an update in the Pinch Payments app to add a source to a payer. This workflow ensures seamless organization of your financial records alongside your sales pipeline, saving you time and improving accuracy. Use this process to streamline your sales and payment processes for a more efficient business operation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add a Source to a Payer
Add a Source to a payer
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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
Bank Results Event
Triggers when a Payer is created.
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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
Payer Created Event
Triggers when a Payer is created.
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