LeadConnector + Perspective
Manage new Perspective leads by adding or updating contacts in LeadConnector
Streamline your lead management process with this seamless workflow. When a new lead enters your funnel in Perspective, it will instantly update or add a contact in the LeadConnector app. This process ensures your business can keep track of potential customers efficiently, reducing manual labor and facilitating a faster lead response. Benefit from the enhanced organization and improved lead handling that this integration delivers.
Streamline your lead management process with this seamless workflow. When a new lead enters your funnel in Perspective, it will instantly update or add a contact in the LeadConnector app. This process ensures your business can keep track of potential customers efficiently, reducing manual labor and facilitating a faster lead response. Benefit from the enhanced organization and improved lead handling that this integration delivers.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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FunnelRequired
Try ItFunnelRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
FunnelRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
