LeadConnector + Perspective
Update contacts in LeadConnector when new funnels are completed in Perspective
Streamline your marketing efforts with this seamless workflow between Perspective and LeadConnector. When a visitor completes a funnel in Perspective, it immediately reflects in the LeadConnector by updating the contact's information. This ensures your contact list stays up to date, saving you time and helping you focus on nurturing your leads. Boost your efficiency and stay ahead of your marketing game with this straightforward workflow.
Streamline your marketing efforts with this seamless workflow between Perspective and LeadConnector. When a visitor completes a funnel in Perspective, it immediately reflects in the LeadConnector by updating the contact's information. This ensures your contact list stays up to date, saving you time and helping you focus on nurturing your leads. Boost your efficiency and stay ahead of your marketing game with this straightforward workflow.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of 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
