LeadConnector + Plug&Pay
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.
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 Created
Triggers when an invoice is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
