Conversion of paid consultation to client profile

Purpose

1.1. Seamlessly transition individuals who have paid for a consultation into full client profiles for streamlined lead conversion and onboarding.
1.2. Ensure all relevant payment, inquiry, and contact data is captured, verified, and organized automatically.
1.3. Reduce manual errors and delays, ensuring every paid lead is swiftly nurtured as a sales opportunity.
1.4. Support tailored communications, quotation generation, and project follow-up based on client data enrichment.

Trigger Conditions

2.1. Receipt of a paid consultation notification from payment platforms (e.g., Stripe, PayPal).
2.2. CRM receives new consultation form or booking entry marked as "paid".
2.3. Calendar booking for consultation updated to "confirmed" with payment attached.
2.4. Email inbox receives a payment confirmation matching consultation leads.
2.5. Webhook trigger from online booking or e-commerce system with tag "consultation payment complete".

Platform Variants

3.1. Stripe
• Feature/Setting: Webhooks for “payment_intent.succeeded”; configure webhook endpoint to deliver full payment object to automation.
3.2. PayPal
• Feature/Setting: Instant Payment Notification (IPN); set listener for completed payments with consultation product ID.
3.3. Calendly
• Feature/Setting: Event Type Paid Booking; enable webhook or Zapier integration to export booking details for client profile creation.
3.4. Google Calendar
• Feature/Setting: Event trigger on new event with “Consultation” in title and paid status in description; use API v3’s watch feature.
3.5. Microsoft Outlook Calendar
• Feature/Setting: Use webhook on event creation with “confirmed consultation” as subject filter.
3.6. Salesforce
• Feature/Setting: Process Builder or Flow on Opportunity “Close Won: Consultation Sale”; map fields to Account and Contact objects.
3.7. HubSpot
• Feature/Setting: Workflow automation; trigger on paid deal stage with action "Create Contact Profile".
3.8. Pipedrive
• Feature/Setting: Automations on deal status “Consultation Paid”; use “deal to person” linkage.
3.9. Zoho CRM
• Feature/Setting: Blueprints with state “Payment Received”; auto-create or enrich client record.
3.10. Mailchimp
• Feature/Setting: Event-based audience integration; trigger workflow when tagged “Consultation Paid” via API v3.
3.11. QuickBooks
• Feature/Setting: Payment received webhook; trigger customer record update or creation.
3.12. Xero
• Feature/Setting: Webhook for “Invoice Paid” event; map to CRM or project management tool for profile initiation.
3.13. Typeform
• Feature/Setting: Form submission with payment block; webhook output to automation endpoint for profile creation.
3.14. Jotform
• Feature/Setting: Payment widget with submission hooks; redirect full submission/payer data to onboarding pipeline.
3.15. Squarespace Scheduling
• Feature/Setting: Booking + payment completed trigger; export payload to automation for CRM update.
3.16. Wix Bookings
• Feature/Setting: Backend event “onBookingConfirmed” with status "Paid"; API output into intake workflow.
3.17. Freshdesk
• Feature/Setting: Ticket automation; ticket tagged with “Paid Consultation” triggers contact creation or update.
3.18. Monday.com
• Feature/Setting: Board automation; new pulse in “Paid Consultations” group triggers item creation in “Clients” board.
3.19. Airtable
• Feature/Setting: Base automation; new record with “Paid” in field triggers run creating client-linked row in Clients table.
3.20. Notion
• Feature/Setting: Integration with form/payment service; trigger on new entry in "Paid Consultations" database, create linked profile in “Clients” database.

Benefits

4.1. Eliminates manual data transfer from payment or booking platforms to CRM.
4.2. Ensures all client profiles are comprehensive and built in real-time.
4.3. Minimizes risk of losing leads due to delayed onboarding.
4.4. Supports personalized marketing and operations visibility for paid clients.
4.5. Immediate access to new client records for quoting, follow-up, and service delivery teams.