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 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 It
FormRequired
Note
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
