EnquiryBox + Perspective
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.
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 Funnel
Triggers when a new visitor reaches the last page of 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
