- Lead Management Automation
- Lead Conversion
- Auto-convert & archive
Convert a lead to a customer upon initial payment then archive the task
This automation streamlines the sales conversion process by detecting when a lead makes their first payment and automatically updating their status to a customer in your CRM. It then cleans up redundant work by archiving the original lead task in your project tracker, ensuring your team focuses on current customers. This end-to-end workflow reduces manual handoffs, prevents data silos, and accelerates revenue recognition.
Filter by common apps:
ablefy
ClickUp
- Transform Leads into Customers: Get Notified When Initial Payments Are Processed and Tasks Are Updated in ClickUp