Perspective + Quentn
Add clients in Practice Better from new LeadConnector entries
Effortlessly manage your leads from Perspective by setting up this automation that instantly adds or updates contacts in Quentn. When a new lead is generated through Funnel in Perspective, this workflow will create or update their contact information in Quentn, simplifying your lead management process and keeping your contact list up-to-date. Improve your efficiency and never miss an opportunity to engage with potential clients.
Effortlessly manage your leads from Perspective by setting up this automation that instantly adds or updates contacts in Quentn. When a new lead is generated through Funnel in Perspective, this workflow will create or update their contact information in Quentn, simplifying your lead management process and keeping your contact list up-to-date. Improve your efficiency and never miss an opportunity to engage with potential clients.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
FunnelRequired
Try ItCampaign Send ElementRequired
Try ItPrimary EmailRequired
Campaign Receive ElementRequired
Primary EmailRequired
Gender
Title
First Name
Last Name
Company
Job Title
Date of Birth
Country
Street Address
Street 2
Postal Code
City / Town
Region
Primary Email Status
Secondary Email
Add Tags
Remove Tags
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Fax
Website
Skype
Facebook
Twitter
FunnelRequired
Try ItPrimary EmailRequired
Gender
Title
First Name
Last Name
Company
Job Title
Date of Birth
Country
Street Address
Street 2
Postal Code
City / Town
Region
Primary Email Status
Secondary Email
Add Tags
Remove Tags
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Fax
Website
Skype
Facebook
Twitter
Primary EmailRequired
