Perspective + Samdock
Create Samdock deals from new Perspective leads via funnel
Save time and streamline your sales process with this efficient workflow. Whenever a new lead is captured inside the Perspective app, a deal is instantly created in the Samdock app. This automation ensures a seamless handoff of business opportunities between your marketing and sales teams, so you can focus on engaging and converting promising leads.
Save time and streamline your sales process with this efficient workflow. Whenever a new lead is captured inside the Perspective app, a deal is instantly created in the Samdock app. This automation ensures a seamless handoff of business opportunities between your marketing and sales teams, so you can focus on engaging and converting promising leads.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Deal
This action creates a 'Deal' in Samdock.
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