EnquiryBox + Perspective integrations
Create new EnquiryBox leads from completed Perspective funnels
Effortlessly manage leads in EnquiryBox whenever a visitor completes a funnel in Perspective. This workflow bridges the gap between these two platforms, allowing you to capture and process new leads with greater efficiency. Enjoy a streamlined process and never miss an opportunity to engage potential customers.
- When this happens...Visitor Completed a FunnelTriggers when a new visitor reaches the last page of a funnel.
- automatically do this!Create LeadCreate a new Lead in Enquirybox Account
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More things you can do with Perspective and EnquiryBox
Discover other triggers and actions you can use with Perspective and EnquiryBox
- FunnelRequired
Try ItTriggerInstant- FunnelRequired
ActionWrite- 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
ActionWrite
- FunnelRequired
Try ItTriggerInstant- Choose the Box where the new enquiry will comeRequired
- Choose the stageRequired
Try ItTriggerPolling- Zap 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
ActionWrite
Related categories
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