Microsoft Teams + Perspective
Send Microsoft Teams chat messages for new leads via funnel in Perspective
When a new lead enters your funnel in Perspective, connect it with the Microsoft Teams app to send directly a chat message. This automated process keeps your team informed in real time, eliminating the need for manual updates and streamlining communication. Enhance productivity and ensure each lead is promptly attended to with this simple yet effective workflow.
When a new lead enters your funnel in Perspective, connect it with the Microsoft Teams app to send directly a chat message. This automated process keeps your team informed in real time, eliminating the need for manual updates and streamlining communication. Enhance productivity and ensure each lead is promptly attended to with this simple yet effective workflow.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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