Perspective + SuiteDash

Create companies in SuiteDash from new leads via funnel in Perspective

When a new lead comes through the Perspective app funnel, instantly establish a corresponding company in your SuiteDash program. This workflow helps you to efficiently manage your potential clientele, ensuring that no important contacts fall through the cracks. Utilize this automation to streamline your lead handling and company creation process, improving your business efficiency while reducing manual data entry tasks.

When this happens...
New Lead via FunnelTriggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Create CompanyCreates a new company.
ActionWrite

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More things you can do with Perspective and SuiteDash

Discover other triggers and actions you can use with Perspective and SuiteDash

- Funnel
  Required
Trigger
Instant
Try It
- Funnel
  Required
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Company Name
  Required
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
- Associated Contacts
- Role
- First Name
- Last Name
- Primary Email
Action
Write

- Role
  Required
- First Name
  Required
- Last Name
  Required
- Primary Email
  Required
- Company
- Create Company if No Exact Match
- On-Boarding FLOW
- Folder Generator
- User Timezone
- Coordinator
- Assign Circle
- Event Generator
- Audience
- Schedules
- Project Generators
- Tags
- Physical Address
- Address Line 1
- Address Line 2
- City
- State / Province
- ZIP / Postal Code
- Country
- Work Email
- Home Email
- Background Info
- Job Title
- Deal Generator
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
- Send Email to Coordinator
- Send Portal Access Invitation
- Amount
- Title
- Currency
- Plan
Action
Write
- Update Contact
  Required
- Email
- First Name
- Last Name
- User Timezone
- Coordinator
- Assign Circle
- Tags
- Physical Address
- Address Line 1
- Address Line 2
- City
- State / Province
- ZIP / Postal Code
- Country
- Work Email
- Home Email
- Background Info
- Job Title
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
Action
Write

- Update Task
  Required
- Status
  Required
- Priority
  Required
- Task Title
  Required
- Project
- Type
- Assign User
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search

- Funnel
  Required
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Type
- Status
  Required
- Priority
  Required
- Project
- Assign User
- Task Title
  Required
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write
- Project Template
- Project Status
- Users Assigned to the Project
- Assigned Client
  Required
- Project Name
  Required
- Estimated Completion Date
  Required
- Project Description
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
Action
Write
- Update Company
  Required
- Company Name
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
Action
Write
- Update Project
  Required
- Users Assigned to the Project
- Assigned Client
- Project Name
- Project Description
- Project Status
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
- Estimated Completion Date
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

About Perspective

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

HelpHelp

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About SuiteDash

SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.

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Related categories

Project Management