LeadConnector + Perspective
"add new leads to a campaign in LeadConnector when visitors complete funnels in Perspective"
When a visitor completes a funnel in Perspective, this workflow effortlessly moves this contact data into LeadConnector, adding the lead to a specific campaign. This seamless operation saves you from the manual entry, letting you focus more on crafting powerful campaigns. Experience a smooth transition of data between Perspective and LeadConnector and keep your campaigns filled with fresh leads.
When a visitor completes a funnel in Perspective, this workflow effortlessly moves this contact data into LeadConnector, adding the lead to a specific campaign. This seamless operation saves you from the manual entry, letting you focus more on crafting powerful campaigns. Experience a smooth transition of data between Perspective and LeadConnector and keep your campaigns filled with fresh leads.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page a funnel.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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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
FunnelRequired
Try ItFirst 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
CampaignRequired
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
