Manage new Perspective leads by creating or updating records in Airtable
Streamline your lead management process with this workflow. When a new lead comes in through the Perspective app, this automation creates or updates a record in your Airtable database. This ensures crucial information is consistently captured in an organized manner, allowing for efficient tracking and follow-up on potential opportunities. Enhance your productivity and make sure no lead gets missed.
Streamline your lead management process with this workflow. When a new lead comes in through the Perspective app, this automation creates or updates a record in your Airtable database. This ensures crucial information is consistently captured in an organized manner, allowing for efficient tracking and follow-up on potential opportunities. Enhance your productivity and make sure no lead gets missed.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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