LeadConnector + Paythen

Add new Paythen customers to LeadConnector campaigns effortlessly

Boost your marketing efforts seamlessly with this smart workflow that ensures every new customer added within Paythen is simultaneously registered as a lead for a campaign in LeadConnector. Without any manual efforts, this effective automation aids your team in growing your customer base and increasing your campaign’s reach. The smooth flow of data between Paythen and LeadConnector lets you focus more on strategies that matter instead of administrative tasks.

When this happens...
New Customer
Triggers when a new customer is created in your Paythen account.
TriggerInstant
automatically do this!
Add Lead to Workflow
Adds a lead to an existing workflow.
ActionWrite

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Supported triggers and actions

- Choose a Plan
- When a Customer's Status changes toRequired
Trigger
Instant
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- Your Plans
Trigger
Instant
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- Your Plans
Trigger
Instant
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- Paythen template linkRequired
- Customer emailRequired
- Plan nameRequired
- Total payment amountRequired
- A note about the optional fields
- Number of payments (optional)
- Currency (optional)
- Billing interval (optional)
- Delay payment plan start by X days (optional)
- Custom confirmation page link (optional)
- Plan description (optional)
- Include custom text in email (optional)
Action
Write
- Search by plan name
- Search by internal name
- Search by NFID
Action
Search

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- 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 TitleRequired
- Task DescriptionRequired
- 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

- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Your Plans
Trigger
Instant
Try It
- Search by email
- Search by name
- Filter by customer status (optional)
Action
Search
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- 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 LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write