onboard + Perspective
Create new onboard applications from new Perspective leads via funnel
When a new lead comes through your Perspective funnel, streamline your workflow by instantly creating an application in the Onboard app. This automation saves you from manually transferring information, facilitating a quicker response time, and ensuring seamless lead management. Experience efficiency and stay one step ahead by welcoming your leads with immediate action.
When a new lead comes through your Perspective funnel, streamline your workflow by instantly creating an application in the Onboard app. This automation saves you from manually transferring information, facilitating a quicker response time, and ensuring seamless lead management. Experience efficiency and stay one step ahead by welcoming your leads with immediate action.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Application
Creates an application in onboard.
- Free forever for core features
- 14 day trial for premium features & apps
FunnelRequired
Try ItFunnelRequired
FunnelRequired
Try ItFirst nameRequired
Last nameRequired
E-mail addressRequired
Gender
Language
Phone
Nationality
Birthdate
Birthplace
Street
Street Number
Zip Code
City
Region
Country Code
Notes
Job ID
Campaign ID
CV URL
Photo URL
Video URL
Additional file (1) URL
Additional file (2) URL
Additional file (3) URL
Additional file (4) URL
Additional file (5) URL
Send confirmation e-mail
Accept archivation
Accept Forwarding to Business Group
