Perspective + Vendasta

Create or update Vendasta contacts when new funnels are completed in Perspective

Streamline your contact management process with this Perspective-Vendasta workflow. When a visitor completes a funnel in Perspective, the workflow will immediately update or create a new contact in Vendasta. It enhances efficiency by ensuring your Vendasta contacts are up-to-date, providing a clear, concise method for managing key business information.

When this happens...
Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of a funnel.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- FunnelRequired
Trigger
Instant
Try It
- FunnelRequired
Action
Write
- Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
Action
Write
- Account ID
- Customer Identifier
- Search Existing
- Business Name
- Website
- Categories
- Country/Region
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Business Phone Number
- Business Email
- Toll Free Number
- Short Description
- Long Description
- Facebook URL
- Foursquare URL
- LinkedIn URL
- Twitter URL
- Pinterest URL
- Instagram URL
- YouTube URL
- Custom Fields
- Return note
- Return Fields
Action
Write
- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
Action
Write

- FunnelRequired
Trigger
Instant
Try It
- Note for Vendasta App as trigger
Trigger
Polling
Try It
- Automation IDRequired
Action
Write
- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
Action
Write