Attio + Perspective
Manage new Perspective leads by creating or updating records in Attio
Keep your sales strategy sharp and up-to-date with this streamlined workflow. Whenever a new lead comes about in Perspective, a record is immediately created or updated in Attio. This seamless connection ensures you're always on top of your prospective business opportunities, simplifying lead management and saving you precious time for more strategic tasks.
Keep your sales strategy sharp and up-to-date with this streamlined workflow. Whenever a new lead comes about in Perspective, a record is immediately created or updated in Attio. This seamless connection ensures you're always on top of your prospective business opportunities, simplifying lead management and saving you precious time for more strategic tasks.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create or Update Record
Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.
- Free forever for core features
- 14 day trial for premium features & apps
