monday.com + Perspective
Create new monday.com items when funnels are completed in Perspective
Effortlessly keep track of your leads' progress through your sales funnel with this seamless workflow. When a visitor completes a funnel in the Perspective app, it will create an item in the monday.com app, ensuring you have an up-to-date record of all prospects. Improve team collaboration and monitor lead status with this automation, streamlining your lead management process.
Effortlessly keep track of your leads' progress through your sales funnel with this seamless workflow. When a visitor completes a funnel in the Perspective app, it will create an item in the monday.com app, ensuring you have an up-to-date record of all prospects. Improve team collaboration and monitor lead status with this automation, streamlining your lead management process.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page a funnel.
- automatically do this!Create Item
Create a new Item in a board
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