Attio + Perspective
Create new records in Attio for every new lead via funnel in Perspective
Whenever a new lead comes in through Perspective, this workflow immediately generates a corresponding record in Attio. This process makes sure your lead information is up-to-date and readily accessible in Attio without lifting a finger. It's a time-saving solution that seamlessly links your marketing efforts with your sales tools.
Whenever a new lead comes in through Perspective, this workflow immediately generates a corresponding record in Attio. This process makes sure your lead information is up-to-date and readily accessible in Attio without lifting a finger. It's a time-saving solution that seamlessly links your marketing efforts with your sales tools.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
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