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.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Contact
Create a new contact in the system.
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