EnquiryBox + Perspective
Create new EnquiryBox leads from new Perspective funnel leads
Streamline your lead management process with this workflow. When a new lead comes in via Funnel in the Perspective app, this workflow will promptly create a lead in the EnquiryBox app. This automation helps you save time by reducing manual data entry, ensuring all your leads are instantly organized and nothing falls through the cracks. Make the most out of your lead generation efforts with this efficient workflow in place.
Streamline your lead management process with this workflow. When a new lead comes in via Funnel in the Perspective app, this workflow will promptly create a lead in the EnquiryBox app. This automation helps you save time by reducing manual data entry, ensuring all your leads are instantly organized and nothing falls through the cracks. Make the most out of your lead generation efforts with this efficient workflow in place.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Lead
Create a new Lead in Enquirybox Account
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FunnelRequired
Try ItFunnelRequired
Zap NameRequired
Box Name(Leave unselected for automatic routing)
Box Stage
Full NameRequired
First_Name
Last Name
Phone NumberRequired
EmailRequired
message
File
Images
Note
Label
Entry point URL
FunnelRequired
Try ItChoose the Box where the new enquiry will comeRequired
Choose the stageRequired
Try ItZap NameRequired
Email
Phone number
Message
Notes
Labels
Move to box
Move to stage
Would you like to create a new lead if no matching lead is found?
First NameRequired
Last Name
Entry Point URL
Box Name(Leave unselected for automatic routing)
Stages
