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Perspective + Samdock

Create new leads in Samdock for every new lead via funnel in Perspective

Work more efficiently with this automated workflow that streamlines your lead management. When a new lead is collected from the Perspective app, this automation will add a fresh lead to your Samdock app, staying consistent with the tools you already use. Not only does it save time, but it also ensures your leads are always up-to-date and ready for follow-up.

Work more efficiently with this automated workflow that streamlines your lead management. When a new lead is collected from the Perspective app, this automation will add a fresh lead to your Samdock app, staying consistent with the tools you already use. Not only does it save time, but it also ensures your leads are always up-to-date and ready for follow-up.

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

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    SamdockSamdock
    Create Lead

    This action creates a 'Lead' in Samdock.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FunnelRequired

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

    Deal Status Changed

    Triggers when the status of a deal gets changed.

    Trigger
    Instant
    Try It
    • FunnelRequired

    Trigger
    Instant
    Try It
    • Lead/Deal SelectionRequired

    Trigger
    Scheduled
    Try It
perspective logo
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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samdock logo
samdock logo

About Samdock

Samdock is a simple CRM system for small businesses.

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