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  1. Payment Automation
  2. Payment Processing
  3. 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