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monday.com + Perspective

Create Monday.com items for new Perspective leads via Funnel

Make your sales process more efficient by connecting Perspective to monday.com. This automation creates a new item in monday.com every time a new lead comes through the Perspective Funnel, helping you track and manage leads seamlessly. Stay organized and save time, allowing you to focus on turning those leads into customers.

Make your sales process more efficient by connecting Perspective to monday.com. This automation creates a new item in monday.com every time a new lead comes through the Perspective Funnel, helping you track and manage leads seamlessly. Stay organized and save time, allowing you to focus on turning those leads into customers.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
    Try It
    • FunnelRequired

    Action
    Write
    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
    • FunnelRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

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perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

Related categories