HitPay + LeadConnector integrations
Update HitPay payment requests when pipeline stages change in LeadConnector
Shift your focus from manual tasks with this efficient sales to payment workflow. When a stage change occurs in a lead within the LeadConnector app, this process immediately generates a payment request within the HitPay app. Not only does this automation save you precious time, but it also ensures seamless transition between sales tracking and payment operations for a smoother business experience.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Payment RequestCreates a payment request.
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More things you can do with LeadConnector and HitPay
Discover other triggers and actions you can use with LeadConnector and HitPay
- 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- Charge Created
Triggers when a payment is successfully completed.
Try ItTriggerInstant
- 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- Charge Updated
Triggers when a payment is refunded/partially refunded.
Try ItTriggerInstant
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LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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