LeadConnector + Perspective
"create or modify opportunities in LeadConnector when new funnels are completed in Perspective"
Enhance your lead management process with this streamlined workflow. When a visitor completes a funnel in Perspective, it subsequently captures and updates the opportunity details in LeadConnector. This seamless integration ensures no visitor's activity in the sales funnel is missed, resulting in improved lead nurturing and opportunities for conversion.
Enhance your lead management process with this streamlined workflow. When a visitor completes a funnel in Perspective, it subsequently captures and updates the opportunity details in LeadConnector. This seamless integration ensures no visitor's activity in the sales funnel is missed, resulting in improved lead nurturing and opportunities for conversion.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of a funnel.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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
