JOIN + Perspective integrations
"create new JOIN applications from new leads via funnel in Perspective"
When a new lead is captured via the Perspective app, this workflow streamlines your process by creating an application within the JOIN app. This automatic process enhances efficiency, eliminating manual data input and giving you time to focus on more important tasks. Enhance your client management by ensuring no potential lead falls through the cracks.
- When this happens...New Lead via FunnelTriggers when a new lead is created via a funnel.
- automatically do this!Create ApplicationCreates a new application and assigns it to a specific job.
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More things you can do with Perspective and JOIN
Discover other triggers and actions you can use with Perspective and JOIN
- FunnelRequired
Try ItTriggerInstant- FunnelRequired
ActionWrite- Job Published
Triggers when a new or existing job's status becomes online.
Try ItTriggerInstant - Candidate EmailRequired
- Candidate First NameRequired
- Candidate Last NameRequired
- Candidate Phone Number
- Job IDRequired
- Source
- External ID of the application
ActionWrite
- FunnelRequired
Try ItTriggerInstant- Application Created
Triggers when a new application is created for a published job.
Try ItTriggerInstant - Job Unpublished
Triggers when a job's status is changed to offline or archived.
Try ItTriggerInstant - Job IDRequired
- New StatusRequired
ActionWrite
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