- Payment Automation
- Payment Processing
- Sync payment leads automatically
Track and manage payment leads and customer records
This automation category streamlines how businesses capture, organize, and update payment leads and customer records by automatically syncing data across tools and platforms. It ensures that every form submission, payment, and new lead is instantly added to your CRM or financial system without manual effort. By maintaining accurate, up-to-date customer profiles, you save time, reduce errors, and focus on building relationships instead of data entry.
Filter by common apps:
Ko-fi
Facebook Conversions
Facebook Lead Ads (for Business admins)
Square
Close
Stripe
PandaDoc
Bigin by Zoho CRM
Zapier Interfaces
Zapier Tables
Copper
Formatter by Zapier
Code by Zapier
LawPay
Filter by Zapier
Airtable
Wix
- Track New Supporters from Ko-fi to Enhance Your Marketing with Facebook Conversions
- Instantly Create a Customer Record in Square When You Get a New Lead from Facebook Lead Ads
Instantly Create a Customer Record in Square When You Get a New Lead from Facebook Lead Ads
- Automatically Create a New Customer in Stripe When Opportunity Status Changes in Close
Automatically Create a New Customer in Stripe When Opportunity Status Changes in Close
- Stay Updated: Automatically Refresh Contact and Pipeline Records in Bigin by Zoho CRM When PandaDoc Payments Are Processed
Stay Updated: Automatically Refresh Contact and Pipeline Records in Bigin by Zoho CRM When PandaDoc Payments Are Processed
- Instantly Create Customer Profiles in Stripe and Update Lead Records with New Form Submissions
Instantly Create Customer Profiles in Stripe and Update Lead Records with New Form Submissions
- Instantly Create a New Customer in Stripe When a Lead is Added in Copper
Instantly Create a New Customer in Stripe When a Lead is Added in Copper
- Receive Instant Purchase Insights: Stripe, Formatter by Zapier, Code by Zapier, and Facebook Conversions
Receive Instant Purchase Insights: Stripe, Formatter by Zapier, Code by Zapier, and Facebook Conversions
- Stay on Top of Your Finances: Automatically Update Payment Records with LawPay and Airtable
Stay on Top of Your Finances: Automatically Update Payment Records with LawPay and Airtable
- Instantly Create a Customer Profile in Square When a Lead Submits a Form on Wix
Instantly Create a Customer Profile in Square When a Lead Submits a Form on Wix