Perspective + Salesforce
Create Salesforce records from new Perspective leads via funnel
Boost your sales process by swiftly transitioning your new leads from Perspective into Salesforce. With this workflow, once you secure a new lead through your funnel in Perspective, a record is immediately created in Salesforce. This facilitates a seamless transfer of crucial lead information, enabling your sales team to take immediate follow-up action. Capitalize on those warmer leads and streamline your sales pipeline with this efficient process.
Boost your sales process by swiftly transitioning your new leads from Perspective into Salesforce. With this workflow, once you secure a new lead through your funnel in Perspective, a record is immediately created in Salesforce. This facilitates a seamless transfer of crucial lead information, enabling your sales team to take immediate follow-up action. Capitalize on those warmer leads and streamline your sales pipeline with this efficient process.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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