Manage new PayPro sales by adding or updating contacts in LeadConnector
Effortlessly streamline your sales and lead generation process with this automation workflow. The moment a new sale occurs in PayPro, the customer's information is swiftly added or updated in LeadConnector. Not only does this save valuable time, but it also ensures customer records in LeadConnector always stay updated with every new sale in PayPro.
Effortlessly streamline your sales and lead generation process with this automation workflow. The moment a new sale occurs in PayPro, the customer's information is swiftly added or updated in LeadConnector. Not only does this save valuable time, but it also ensures customer records in LeadConnector always stay updated with every new sale in PayPro.
- When this happens...New Sale
Triggers when a new sale is made.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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