onboard + Perspective integrations
Create new onboard applications from new Perspective leads via funnel
When a new lead comes through your Perspective funnel, streamline your workflow by instantly creating an application in the Onboard app. This automation saves you from manually transferring information, facilitating a quicker response time, and ensuring seamless lead management. Experience efficiency and stay one step ahead by welcoming your leads with immediate action.
- When this happens...New Lead via FunnelTriggers when a new lead is created via a funnel.
- automatically do this!Create ApplicationCreates an application in onboard.
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More things you can do with Perspective and onboard
Discover other triggers and actions you can use with Perspective and onboard
- FunnelRequired
Try ItTriggerInstant- FunnelRequired
ActionWrite
- FunnelRequired
Try ItTriggerInstant- First nameRequired
- Last nameRequired
- E-mail addressRequired
- Gender
- Language
- Phone
- Nationality
- Birthdate
- Birthplace
- Street
- Street Number
- Zip Code
- City
- Region
- Country Code
- Notes
- Job ID
- Campaign ID
- CV URL
- Photo URL
- Video URL
- Additional file (1) URL
- Additional file (2) URL
- Additional file (3) URL
- Additional file (4) URL
- Additional file (5) URL
- Send confirmation e-mail
- Accept archivation
- Accept Forwarding to Business Group
ActionWrite
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