Plug&Pay + WhatConverts
Create new leads in WhatConverts for every new invoice generated in Plug&Pay
Kickstart your lead generation process whenever a new invoice is created in Plug&Pay. With this workflow, the moment an invoice is generated, it sparks the creation of a new lead in your WhatConverts account. This streamlines your sales cycle and efficiently manages potential customer data, setting up your business for success.
Kickstart your lead generation process whenever a new invoice is created in Plug&Pay. With this workflow, the moment an invoice is generated, it sparks the creation of a new lead in your WhatConverts account. This streamlines your sales cycle and efficiently manages potential customer data, setting up your business for success.
- When this happens...Invoice Created
Triggers when an invoice is created.
- automatically do this!Create Lead
Create a new lead.
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- 14 day trial for premium features & apps
Affiliate Accepted
Triggers when an affiliate is accepted.
Try ItProducts
Product groups
Trigger on recurring invoiceRequired
Try ItLead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
AppointmentRequired
OtherRequired
ProfileRequired
Try ItProfile
Account
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
FormRequired
Note
Try ItProducts
Product groups
Try ItLead Type
Phone Calls (Completed)Required
Phone Calls (Modified)
Phone Calls (In Progress)
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)
EmailsRequired
AppointmentsRequired
OtherRequired
ProfileRequired
Try ItLead TypeRequired
Send Notification
Profile
Date & Time
Quotable
Quote Value
Sales Value
WC Client Current
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Email Address
Phone Number
User ID
Gclid
Msclkid
Lead Page
Landing Page
Operating System
Browser
Device Type
Device Make
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Destination Number
Caller Number
Caller Name
Call Duration in Seconds
City
Zip
State
Country
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Event Category
Event Action
Event Label
Transaction ID
Transaction Tax
Transaction Shipping
Additional Fields
