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  1. Lead Management Automation
  2. Lead Conversion
  3. 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