LeadConnector + PayPro
Manage new PayPro sales by adding or updating opportunities in LeadConnector
Track your sales in a more efficient and productive manner with this seamless workflow that captures each new sale from the PayPro app and updates or adds an opportunity in the LeadConnector app. It ensures your sales team is always up-to-date with every sale, providing them with critical data needed for analyzing sales performance and predicting future sales trends. This automated process eliminates the need for manual data entry, ensuring accuracy and saving valuable time.
Track your sales in a more efficient and productive manner with this seamless workflow that captures each new sale from the PayPro app and updates or adds an opportunity in the LeadConnector app. It ensures your sales team is always up-to-date with every sale, providing them with critical data needed for analyzing sales performance and predicting future sales trends. This automated process eliminates the need for manual data entry, ensuring accuracy and saving valuable time.
- When this happens...New Sale
Triggers when a new sale is made.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Product
Try ItFirst 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
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)
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
In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
