Paygee + Salesforce + Filter by Zapier
Add new Paygee leads to Salesforce
Improve your sales conversion. This Zapier template will automatically create a Salesforce lead from a newly created contact in Paygee. This also includes any leads added via the mobile app.
Improve your sales conversion. This Zapier template will automatically create a Salesforce lead from a newly created contact in Paygee. This also includes any leads added via the mobile app.
- When this happens...Customer State Change
Triggers when a customer state changes.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Lead
Creates a new lead in Salesforce.
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Customer State Change
Triggers when a customer state changes.
Try ItSales Case State Change
Triggers when a Sales Case changes state. e.g. 'dp_paid' for down payment paid.
Try ItCustomer NameRequired
Customer Phone NumberRequired
Only continue if...Required
Loan State Change
Triggers when a loan state changes. As well triggers for events that don't change state on server side but could be interesting to set up a custom workflow, e.g. 'days_late' will get triggered at least once a day when the loan has delays in payment. How many days late is included in the payload as field 'days_late'. An example workflow that should be triggered on 5 days late, would filter on state='days_late' AND payload.days_late='5'.
Try ItCustomer IDRequired
Customer IDRequired
New Contact
Triggers when a new Contact is created.
Try It
