Freshsales Suite + Perspective
Create new Freshsales Suite contacts from new leads via funnel in Perspective
When a new lead comes through Perspective, this workflow instantly creates a corresponding contact in the Freshsales Suite. Instead of manually inputting information into Freshsales Suite each time a lead is captured, this automation streamlines the process, ensuring immediate and seamless transfer of data between the two platforms. Save time and maintain the accuracy of your sales pipeline with this convenient workflow.
When a new lead comes through Perspective, this workflow instantly creates a corresponding contact in the Freshsales Suite. Instead of manually inputting information into Freshsales Suite each time a lead is captured, this automation streamlines the process, ensuring immediate and seamless transfer of data between the two platforms. Save time and maintain the accuracy of your sales pipeline with this convenient workflow.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Contact
Creates a new contact.
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