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Perspective + Salesforce

Create Salesforce leads from new Perspective funnel leads

Effortlessly manage your leads with this streamlined workflow between Perspective and Salesforce. When a new lead is added in the Perspective app, this automation immediately creates a lead in Salesforce, saving you time and ensuring no potential clients fall through the cracks. Keep your sales process organized and efficient with this seamless integration.

Effortlessly manage your leads with this streamlined workflow between Perspective and Salesforce. When a new lead is added in the Perspective app, this automation immediately creates a lead in Salesforce, saving you time and ensuring no potential clients fall through the cracks. Keep your sales process organized and efficient with this seamless integration.

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

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FunnelRequired

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • FunnelRequired

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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perspective logo

About Perspective

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

Related categories

  • Marketing Automation

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Similar apps

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