Perspective + WhatConverts
Create WhatConverts leads from new Perspective funnel leads
Now, seamlessly manage your leads like never before. When a new lead is received in the Perspective app, this workflow will create the same lead in the WhatConverts app so there’s no need for manual entries. This effortless process keeps your sales pipeline up-to-date and streamline your lead management process, giving you more time to close deals.
Now, seamlessly manage your leads like never before. When a new lead is received in the Perspective app, this workflow will create the same lead in the WhatConverts app so there’s no need for manual entries. This effortless process keeps your sales pipeline up-to-date and streamline your lead management process, giving you more time to close deals.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Lead
Create a new lead.
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FunnelRequired
Try ItFunnelRequired
Lead Type
Phone Calls (Completed)Required
Phone Calls (Modified)
Phone Calls (In Progress)
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)
EmailsRequired
AppointmentsRequired
OtherRequired
ProfileRequired
Try ItLead TypeRequired
Send Notification
Profile
Date & Time
Quotable
Quote Value
Sales Value
WC Client Current
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Email Address
Phone Number
User ID
Gclid
Msclkid
Fbclid
Fbpid
Lead Page
Landing Page
Operating System
Browser
Device Type
Device Make
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Destination Number
Caller Number
Caller Name
Call Duration in Seconds
City
Zip
State
Country
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Event Category
Event Action
Event Label
Transaction ID
Transaction Tax
Transaction Shipping
Additional Fields
FunnelRequired
Try ItLead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
AppointmentRequired
OtherRequired
ProfileRequired
Try ItProfile
Account
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
Lead IDRequired
Quotable
Quote Value
Sales Value
Lead Page
Additional Fields
