MeisterTask + Perspective
Create MeisterTask tasks for new Perspective leads via funnel
Effortlessly manage your leads and tasks with this seamless workflow between Perspective and MeisterTask. When a new lead is captured through a funnel in Perspective, a corresponding task will be created in MeisterTask, helping you stay organized and on top of your priorities. Say goodbye to manual task creation, and let this integration do the heavy lifting for you.
Effortlessly manage your leads and tasks with this seamless workflow between Perspective and MeisterTask. When a new lead is captured through a funnel in Perspective, a corresponding task will be created in MeisterTask, helping you stay organized and on top of your priorities. Say goodbye to manual task creation, and let this integration do the heavy lifting for you.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Task
Creates a new task.
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