Perspective + Vtiger CRM

Create or update leads in Vtiger CRM when funnels are completed in Perspective

Engage leads more effectively with this seamless workflow. When a visitor completes a funnel within the Perspective app, their information will then be used to create or update a lead on Vtiger CRM. This efficient process eliminates duplicated data entry and ensures your Vtiger CRM always has the most current information. It's a time-saving tool and perfect for keeping your sales pipeline up-to-date.

Engage leads more effectively with this seamless workflow. When a visitor completes a funnel within the Perspective app, their information will then be used to create or update a lead on Vtiger CRM. This efficient process eliminates duplicated data entry and ensures your Vtiger CRM always has the most current information. It's a time-saving tool and perfect for keeping your sales pipeline up-to-date.

  1. When this happens...
    PerspectivePerspective
    Visitor Completed a Funnel

    Triggers when a new visitor reaches the last page of a funnel.

    TriggerInstant
  2. automatically do this!
    Vtiger CRMVtiger CRM
    Create or Update Lead

    Creates or updates lead.

    ActionWrite
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Supported triggers and actions

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perspective logo

About Perspective

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

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  • Marketing Automation

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vtiger logo

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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  • CRM (Customer Relationship Management)

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