LeadConnector + Perspective
Create or update LeadConnector contacts from new Perspective leads captured via funnel
Effortlessly manage your leads from Perspective with this seamless workflow. When there is a new lead via the Funnel in the Perspective app, this automation quickly adds or updates it as a contact in LeadConnector. This facilitates instant lead management- saving you time and keeping your LeadConnector contacts up-to-date.
Effortlessly manage your leads from Perspective with this seamless workflow. When there is a new lead via the Funnel in the Perspective app, this automation quickly adds or updates it as a contact in LeadConnector. This facilitates instant lead management- saving you time and keeping your LeadConnector contacts up-to-date.
- 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
