LeadConnector + Plug&Pay

LeadConnector + Plug&Pay integrations

Create and manage LeadConnector opportunities each time a new invoice is created in Plug&Pay

Seamlessly manage your new invoices with this workflow. When a fresh invoice is generated in your Plug&Pay account, this automation immediately updates or adds a corresponding opportunity in LeadConnector. This ensures your sales team is always up-to-date with the latest billing information, augmenting efficiency and improving response times.

When this happens...
Invoice CreatedTriggers when an invoice is created.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Plug&Pay and LeadConnector

Discover other triggers and actions you can use with Plug&Pay and LeadConnector

Affiliate Accepted
Triggers when an affiliate is accepted.
Trigger
Instant
Try It
- Products
- Product groups
- Trigger on recurring invoice
  Required
Trigger
Instant
Try It
- Products
- Product groups
Trigger
Instant
Try It
- 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

- Form
  Required
- Note
Trigger
Instant
Try It
- Products
- Product groups
- Trigger on recurring invoice
  Required
Trigger
Instant
Try It
- 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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Related categories

Marketing Automation

Similar apps

Zapier Forms

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

About Plug&Pay

Plug&Pay is the all-in-one system for your checkout pages, upsell processes and online subscriptions.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

Related Zap Templates

Add new Plug&Pay invoices to LeadConnector campaigns as leads

Update LeadConnector contacts when Plug&Pay subscriptions end