LeadConnector + PocketSuite

LeadConnector + PocketSuite integrations

Create or update LeadConnector opportunities when new payments are received in PocketSuite

Improve your lead management with this seamless workflow. When a payment is received in your PocketSuite app, it opens or updates an opportunity in the LeadConnector app. This ensures you are always up-to-date with your leads and can efficiently track payment information in real-time. Enhance your sales process with this automatic data transfer, saving you time and potentially increasing your conversion rate.

When this happens...
Payment ReceivedTriggers when a payment is received.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with PocketSuite and LeadConnector

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

Booking Completed
Triggers when a booking is completed.
Trigger
Instant
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Client Created
Triggers when a new client is created.
Trigger
Instant
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Payment Received
Triggers when a payment is received.
Trigger
Instant
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Subaccount Updated
Triggers when an existing subaccount is updated.
Trigger
Instant
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- Client Name
  Required
- Client Phone
- Client Birthday
- Client Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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

Booking Created
Triggers when a new booking is created (includes recurring appointment instances).
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Subaccount Created
Triggers when a new subaccount is created.
Trigger
Instant
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- Client Email
- Client Phone
- Note
  Required
- Title
Action
Write
- Client Phone
- Client Email
- Client Name
- Address Line 1
- Address Line 2
- City
- State
- Zip
- Country
- Birthday
Action
Write
- 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

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Marketing Automation

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About PocketSuite

PocketSuite is an all-in-one business management app designed to streamline operations for service professionals.

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Related categories

Scheduling & Booking

Related Zap Templates

Update LeadConnector contacts when new payments are received in PocketSuite

Update LeadConnector contacts when PocketSuite clients are updated

Create and manage new LeadConnector contacts from new PocketSuite clients