Perspective + Samdock
Create new Samdock contacts from new leads via funnel in Perspective
Transfer your new leads from Perspective into Samdock without lifting a finger. With this workflow, whenever you capture a fresh lead in Perspective, it will create a new contact in Samdock. It is a seamless way to keep your contact list current and ensure all prospect information is instantly accessible where you need it most. With this efficient process, you can focus more on nurturing leads rather than manual data entry.
Transfer your new leads from Perspective into Samdock without lifting a finger. With this workflow, whenever you capture a fresh lead in Perspective, it will create a new contact in Samdock. It is a seamless way to keep your contact list current and ensure all prospect information is instantly accessible where you need it most. With this efficient process, you can focus more on nurturing leads rather than manual data entry.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Contact
Creates a new person, new organization or both linked together.
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