Create new LeadConnector opportunities from new Stax payments
Speed up your sales process with this streamlined workflow. When a new payment is received in Stax, an opportunity is instantly added or updated in the LeadConnector app. This ensures your team stays up-to-date with each sale, providing timely and efficient client engagement. Keep your sales pipeline flowing smoothly and never miss an opportunity again.
Speed up your sales process with this streamlined workflow. When a new payment is received in Stax, an opportunity is instantly added or updated in the LeadConnector app. This ensures your team stays up-to-date with each sale, providing timely and efficient client engagement. Keep your sales pipeline flowing smoothly and never miss an opportunity again.
- When this happens...New Payment
Triggers when a new payment (transaction) is posted to your account.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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