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Perspective + umsatz.io

Create new umsatz.io contacts from new leads in Perspective funnel

Streamline your sales process with this efficient workflow. When a new lead is identified through the Perspective app, a contact in the umsatz.io app is immediately created. This seamless integration simplifies your sales efforts, saving you time and keeping your contact records consistently up-to-date. Simplify your lead management and stay focused on closing deals.

Streamline your sales process with this efficient workflow. When a new lead is identified through the Perspective app, a contact in the umsatz.io app is immediately created. This seamless integration simplifies your sales efforts, saving you time and keeping your contact records consistently up-to-date. Simplify your lead management and stay focused on closing deals.

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

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    umsatz.ioumsatz.io
    Create Contact

    Create a new contact in the system.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FunnelRequired

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    Modify a Contact Property

    Triggers when a contact property is filled or edited.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Activity

    Triggers when a user tracks a new call in the app.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Deal

    Triggers when a new deal is created in the system.

    Trigger
    Instant
    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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Related categories