Perspective + Wrike
Create tasks in Wrike for new leads via funnel in Perspective
Streamline your lead management process with this seamless Perspective and Wrike connection. Each time a new lead comes in through the Funnel in Perspective, a corresponding task is promptly created in Wrike. This efficient process ensures you'll never lose track of any potential opportunities while boosting your overall productivity and saving valuable time.
Streamline your lead management process with this seamless Perspective and Wrike connection. Each time a new lead comes in through the Funnel in Perspective, a corresponding task is promptly created in Wrike. This efficient process ensures you'll never lose track of any potential opportunities while boosting your overall productivity and saving valuable time.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Task
Create a new task.
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