LeadConnector + Plug&Pay
Create and update LeadConnector contacts when new Plug&Pay invoices are created
Streamline your sales process with this convenient workflow. Whenever a new invoice is generated in the Plug&Pay platform, it will simultaneously add or update the respective contact details in the LeadConnector app. This eliminates the tedious task of manual data entry, and ensures your customer details in LeadConnector stay current and accurate based on your Plug&Pay records. Boost your efficiency and keep your sales funnel updated with this automation.
Streamline your sales process with this convenient workflow. Whenever a new invoice is generated in the Plug&Pay platform, it will simultaneously add or update the respective contact details in the LeadConnector app. This eliminates the tedious task of manual data entry, and ensures your customer details in LeadConnector stay current and accurate based on your Plug&Pay records. Boost your efficiency and keep your sales funnel updated with this automation.
- When this happens...Invoice Created
Triggers when an invoice is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Affiliate Accepted
Triggers when an affiliate is accepted.
Try ItProducts
Product groups
Trigger on recurring invoiceRequired
Try ItProducts
Product groups
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
Date of Birth
FormRequired
Note
Try ItProducts
Product groups
Trigger on recurring invoiceRequired
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
