Perspective + Podium
Perspective + Podium
Send messages in Podium when new leads via funnel emerge in Perspective
Stay on top of your marketing funnel and engage with potential clients promptly with this workflow. Once a new lead is identified in Perspective, a message will be promptly dispatched through Podium. This efficient process not only ensures timely engagement with leads but also enhances overall productivity. Grow your business by making your communication processes even smoother and more efficient.
- When this happens...New Lead via FunnelTriggers when a new lead is created via a funnel.
- automatically do this!Send MessageSend a Message.
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More things you can do with Perspective and Podium
Discover other triggers and actions you can use with Perspective and Podium
- FunnelRequired
Try ItTriggerInstant- FunnelRequired
ActionWrite- New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Refunded Invoice
Triggers when there is a refund on an invoice.
Try ItTriggerPolling
- FunnelRequired
Try ItTriggerInstant- Status
Try ItTriggerPolling- New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Try ItTriggerPolling - New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Try ItTriggerPolling
