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You can use automation to automatically convert a lead when a transaction is received for that contact. This removes the need to manually update lead status after a purchase comes through. Currently, the automation works with Stripe integration only.

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How to set it up

To set up the automation:
  1. In your program, navigate to Automation under Program.
  2. Click Create automation.
  3. Name the automation and set: For → Transaction. When → Transaction received Then → Convert matching lead.
  4. Click Create.
Once active, the automation will look for a lead matching the transaction and convert it automatically.

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When does it trigger

The automation fires when a transaction is received in your program. If a lead with a matching identifier exists, it is converted at that point. Currently, the automation works with Stripe integration only.

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Use case

This is useful when leads are tracked separately, and you want conversions to reflect automatically once a payment comes through — without requiring a manual status update for each one.