Add new Perspective funnel completions as clients in Climbo 2.0
Ensure seamless communication and efficiency between your Perspective and Climbo 2.0 apps with this automation. Whenever a visitor completes a funnel within Perspective, a new client will be instantly added in your Climbo 2.0 system. This means no more manual data entries, giving you more time for tasks that require a personal touch while improving client relationship management.
Ensure seamless communication and efficiency between your Perspective and Climbo 2.0 apps with this automation. Whenever a visitor completes a funnel within Perspective, a new client will be instantly added in your Climbo 2.0 system. This means no more manual data entries, giving you more time for tasks that require a personal touch while improving client relationship management.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of a funnel.
- automatically do this!Add Client
Adds a new client to your platform.
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