monday.com + Perspective

Create items in monday.com for new leads via funnel in Perspective

Organize and track new leads from Perspective effortlessly with this automation. When a new lead is captured via your funnel in Perspective, it'll create a corresponding item in your monday.com board. Make sure all your team members stay informed and manage leads seamlessly, improving your sales process and boosting productivity.

Organize and track new leads from Perspective effortlessly with this automation. When a new lead is captured via your funnel in Perspective, it'll create a corresponding item in your monday.com board. Make sure all your team members stay informed and manage leads seamlessly, improving your sales process and boosting productivity.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
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    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
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    • Board IDRequired

    Trigger
    Instant
    Try It
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.
Learn more

Related categories

  • Marketing Automation

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