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Bitrix24 CRM + Perspective

Initiate smart-process actions in Bitrix24 CRM for new leads via funnel in Perspective

When a new lead is detected in Perspective, this workflow promptly executes a Smart-Process Action in your Bitrix24 CRM, ensuring that no valuable lead falls through the cracks. This automation efficiently bridges the gap between lead generation and management, enabling you to focus on other business aspects. Enhance your lead conversion strategy with this streamlined process, all while saving time and reducing manual tasks.

When a new lead is detected in Perspective, this workflow promptly executes a Smart-Process Action in your Bitrix24 CRM, ensuring that no valuable lead falls through the cracks. This automation efficiently bridges the gap between lead generation and management, enabling you to focus on other business aspects. Enhance your lead conversion strategy with this streamlined process, all while saving time and reducing manual tasks.

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

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    Bitrix24 CRMBitrix24 CRM
    Smart-Process Action

    Smart-process create or update action.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FunnelRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • FunnelRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • EventRequired

    • Entity Type IdRequired

    Trigger
    Instant
    Try It
bitrix24-crm-new logo
bitrix24-crm-new logo

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.
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Related categories

  • CRM (Customer Relationship Management)

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perspective logo
perspective logo

About Perspective

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

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier