Perspective + Superchat

Send messages, update contacts, and create notes in Superchat for new leads via funnels in Perspective

Managing and communicating with new leads can be difficult at times. Therefore, when a new lead is captured via a funnel in Perspective, Superchat automatically sends a personalized message to engage the lead. After that, the contact details are updated, and the lead is added to your contact list for future follow-up. Finally, a note is created in Superchat to track the interaction. This workflow helps ensure that every new lead is promptly followed up with and managed efficiently.

Managing and communicating with new leads can be difficult at times. Therefore, when a new lead is captured via a funnel in Perspective, Superchat automatically sends a personalized message to engage the lead. After that, the contact details are updated, and the lead is added to your contact list for future follow-up. Finally, a note is created in Superchat to track the interaction. This workflow helps ensure that every new lead is promptly followed up with and managed efficiently.

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

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    SuperchatSuperchat
    Create Note

    Creates a note in a coversation.

    ActionWrite
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Supported triggers and actions

    • FunnelRequired

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

    New Inbound Message

    Triggers when a new message is received.

    Trigger
    Instant
    Try It
perspective logo
perspective logo

About Perspective

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

Related categories

  • Marketing Automation

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superchat logo
superchat logo

About Superchat

Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier