"create new JOIN applications from new leads via funnel in Perspective"
When a new lead is captured via the Perspective app, this workflow streamlines your process by creating an application within the JOIN app. This automatic process enhances efficiency, eliminating manual data input and giving you time to focus on more important tasks. Enhance your client management by ensuring no potential lead falls through the cracks.
When a new lead is captured via the Perspective app, this workflow streamlines your process by creating an application within the JOIN app. This automatic process enhances efficiency, eliminating manual data input and giving you time to focus on more important tasks. Enhance your client management by ensuring no potential lead falls through the cracks.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Application
Creates a new application and assigns it to a specific job.
- Free forever for core features
- 14 day trial for premium features & apps


