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.
- When this happens...Visitor Completed a Funnel
Triggers when a new visitor reaches the last page of a funnel.
- automatically do this!Create or Update Lead
Creates or updates lead.
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