LeadConnector + Pinch Payments
LeadConnector + Pinch Payments
LeadConnector + Pinch Payments integrations
Update sources in Pinch Payments when pipeline stages change in LeadConnector
Efficiently manage your sales process and payments with this automation. When a stage changes in a lead within the LeadConnector application, it initiates an update in the Pinch Payments app to add a source to a payer. This workflow ensures seamless organization of your financial records alongside your sales pipeline, saving you time and improving accuracy. Use this process to streamline your sales and payment processes for a more efficient business operation.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add a Source to a PayerAdd a Source to a payer
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More things you can do with LeadConnector and Pinch Payments
Discover other triggers and actions you can use with LeadConnector and Pinch Payments
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Bank Results Event
Triggers when a Payer is created.
Try ItTriggerPolling
- 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
ActionWrite- 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)
ActionWrite- 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
ActionWrite- Payer Created Event
Triggers when a Payer is created.
Try ItTriggerPolling
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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