LeadConnector + Newie

LeadConnector + Newie integrations

Create or update LeadConnector opportunities whenever new subscriptions are added in Newie

This workflow begins when a new subscription is created in Newie. In reaction, it will then add or update an opportunity in LeadConnector, streamlining your sales process by ensuring every new subscriber is promptly tracked as a potential lead. With this automation, your team can focus more on nurturing these opportunities rather than on manual data entry.

When this happens...
Subscription CreatedTriggers when a customer purchases a subscription – even if billing starts in the future.
TriggerInstant
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Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Newie and LeadConnector

Discover other triggers and actions you can use with Newie and LeadConnector

All Events - Payments
Triggers when any payment-related event for a subscription or one-off purchase occurs.
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All Events - Subscription
Triggers when any event related to a subscription occurs.
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Subscription Created
Triggers when a customer purchases a subscription – even if billing starts in the future.
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Payment Overdue
Triggers when a payment for a subscription or one-off purchase is overdue.
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Subscription Paused
Triggers when a subscription is paused.
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Payment Skipped
Triggers when a payment for a subscription is skipped due to a pause.
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Payment Uncollectible
Triggers when all auto-retries have failed for a subscription or one-off purchase.
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- In Pipeline
  Required
- Moved to Stage
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Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

All Events - One-Off Purchase
Triggers when any one-off purchase event involving a customer takes place.
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Instant
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One-Off Purchase Complete
Triggers when a customer makes a one-off purchase.
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Subscription Ends
Triggers when a subscription ends.
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Payment Paid
Triggers when a payment is complete for a subscription or one-off purchase.
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Subscription Renewed
Triggers when a customer makes a subscription payment.
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Subscription Started
Triggers when the first payment for a subscription is complete and the subscription becomes active.
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Payment Voided
Triggers when a payment is manually voided for a subscription or one-off purchase.
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Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Marketing Automation

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About Newie

Newie is a payments platform for independent service providers.

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Related categories

Payment Processing

LeadConnector + Newie

LeadConnector + Newie

Create or update LeadConnector opportunities whenever new subscriptions are added in Newie

More things you can do with Newie and LeadConnector

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