ChargeKeep + Sperse
Add or update Sperse contacts for new ChargeKeep payments
Easily manage your financial contacts with this efficient workflow. When you receive a new payment in ChargeKeep, this process will promptly add or update your contact information in Sperse, saving you time and eliminating the need for manual entry. This automation ensures your sales records and client information are consistently up-to-date, enhancing your financial accuracy and boosting your business efficiency.
Easily manage your financial contacts with this efficient workflow. When you receive a new payment in ChargeKeep, this process will promptly add or update your contact information in Sperse, saving you time and eliminating the need for manual entry. This automation ensures your sales records and client information are consistently up-to-date, enhancing your financial accuracy and boosting your business efficiency.
- When this happens...
- automatically do this!Add or Update Contact
Creates a new contact.
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Get Lead
Triggers when a new lead is created.
Try ItNew Subscription
Triggers when a new subscription is created.
Try ItMatch Existing Contact
Override Lists
Ignore Invalid Values
Contact XREF
Contact TypeRequired
Create User
User Password
Send Welcome Email
Full Name
Prefix
First Name
Middle Name
Last Name
Nick Name
Suffix
Gender
Date of Birth
BANKcode
SSN
Driving License
Driving License State
Is Active Military Duty
Is US Citizen
Preferred Time of Day
Person Affiliate Code
Personal
Alternative Personal
Other Personal
Work
Alternative Work
Other Work
Mobile
Mobile Ext
Home
Home Ext
Work
Work Ext
Work 2
Work 2 Ext
Street
Address 2
City
State Name
State Code
ZIP Code
Country Name
Country Code
Street
Address 2
City
State Name
State Code
ZIP Code
Country Name
Country Code
Website
LinkedIn
Photo URL
Facebook
Instagram
Twitter
Google Reviews
AngelList
Zoom
Experience
Profile Summary
Interests
Notes
Follow Up Date
Assigned User
Deal Amount
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Company Name
Organization Type
Is Employed
Job Title
Employment Start Date
Employee Count
Date Founded
EIN
Annual Revenue
Industry
Company Phone
Company Phone Extention
Company Fax Number
Company Email
Company Website
Company Facebook
Company LinkedIn
Company Instagram
Company Twitter
Company Google Reviews
Company Crunchbase
Company BBB URL
Company Zoom
Company Calendly
Company Logo URL
Company Affiliate Code
Street
Address 2
City
State Name
State Code
ZIP Code
Country Name
Country Code
Source Code
Channel Code
Affiliate Code
Campaign ID
Google Click ID
Referer URL
Applicant ID
Application ID
IP Address
User Agent
Site ID
Site URL
Date Created
Entry URL
Lead Stage Name
Star
Rating
Tags
Lists
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
UTM Keyword
UTM AdGroup
UTM Name
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Product Code
Product Payment Period Type
System Type
Code
Name
Level
Start Date
End Date
Amount
Product Code
Product Payment Period Type
System Type
Code
Name
Level
Start Date
End Date
Amount
Product Code
Product Payment Period Type
System Type
Code
Name
Level
Start Date
End Date
Amount
External Contact IDRequired
Product CodeRequired
Payment Period TypeRequired
Is it Recurring Billing
New Payment
Triggers when a new payment is created.
Try ItMatch Existing Contact
Contact TypeRequired
Full Name
Prefix
First Name
Middle Name
Last Name
Nick Name
Suffix
Gender
Date of Birth
BANKcode
SSN
Company Name
Job Title
Industry
Work
Personal
Other
Website
LinkedIn
Photo URL
Work
Home
Mobile
Street
Address 2
City
State Name
State Code
Zip Code
Country Name
Country Code
Experience
Profile Summary
Interests
Notes
Follow Up Date
Assigned User
Deal Amount
Source Code
Channel Code
Affiliate Code
Referer URL
Entry URL
Contact Id
Contact Xref
Invoice Description
Date of the InvoiceRequired
Currency IdRequired
Due Date of the Invoice
Grand TotalRequired
Company
First Name
Last Name
Phone
Email
Country Id
State Id
State Name
City
Zip
Address 1
Address 2
Neighborhood
Company
First Name
Last Name
Phone
Email
Country Id
State Id
State Name
City
Zip
Address 1
Address 2
Neighborhood
QuantityRequired
Description
RateRequired
Total Item PriceRequired
Unit IdRequired
Commissionable Amount
Product Code
Purchase Order No.
Invoice No.Required
Invoice Note
Discount TotalRequired
Shipping TotalRequired
Tax TotalRequired
Date
Description
Amount
Gateway Name
Gateway Transaction Id
Historical DataRequired
StatusRequired
Get Lead
Triggers when a new lead is created.
Try It
