Appointwise + Perspective
Assign agents in Appointwise for new Perspective leads
Activate this integration to automatically assign agents to new Perspective leads in Appointwise, making follow up and booking workflows easier.
Activate this integration to automatically assign agents to new Perspective leads in Appointwise, making follow up and booking workflows easier.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Assign New Agent
Assign a lead to a specific agent/strategy for this client.
- Free forever for core features
- 14 day trial for premium features & apps
FunnelRequired
Try ItFunnelRequired
Lead ID (from your system)Required
Lead ID (from your system)Required
Turn agent off?Required
FunnelRequired
Try ItInbound AI Message
Triggers when the AI sends messages, follow-ups or bookings.
Try ItLead ID (from your system)Required
TagsRequired
Lead Name (optional)
Lead Phone (optional)
Lead Email (optional)
Intro message required? (If true, leave message box below empty)
Message to send
Connection ID (optional)
Timezone (optional)
Environment
