Payaca + Perspective

Payaca + Perspective integrations

Create deals in Payaca from new leads via funnel in Perspective

Easily streamline your lead management with this workflow. When a new lead emerges in your Perspective funnel, it initiates a deal creation process in Payaca, ensuring you stay on top of potential opportunities. This automation eliminates manual efforts, keeping your attention solely on closing deals and fostering business growth.

When this happens...
New Lead via FunnelTriggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Create DealCreates a deal.
ActionWrite

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More things you can do with Perspective and Payaca

Discover other triggers and actions you can use with Perspective and Payaca

- Funnel
  Required
Trigger
Instant
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- Funnel
  Required
Action
Write
Created Event
Triggers when an event is created.
Trigger
Instant
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Sent Quote
Triggers when a quote is sent.
Trigger
Instant
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- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
Action
Write

- Funnel
  Required
Trigger
Instant
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Accepted Quote
Triggers when a quote accepted.
Trigger
Instant
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Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
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Updated Event
Triggers when an event is updated.
Trigger
Instant
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- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
- Note
- Pipeline
- Tags
Action
Write

About Payaca

Send professional quotes and invoices, manage customers and pricing, and take payment.

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Related categories

Sales & CRM

About Perspective

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

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Related categories

Marketing Automation

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