Perspective + Pipedrive

Create new Pipedrive persons when funnels are completed in Perspective

Boost your sales performance by seamlessly integrating Perspective and Pipedrive with this helpful workflow. When a visitor completes a funnel in Perspective, a new person is promptly created in Pipedrive. This bridges the gap between your sales and marketing efforts, ensuring no potential lead is overlooked. It's a simple yet effective solution to stay connected with your visitors and turn them into potential customers.

Boost your sales performance by seamlessly integrating Perspective and Pipedrive with this helpful workflow. When a visitor completes a funnel in Perspective, a new person is promptly created in Pipedrive. This bridges the gap between your sales and marketing efforts, ensuring no potential lead is overlooked. It's a simple yet effective solution to stay connected with your visitors and turn them into potential customers.

  1. When this happens...
    PerspectivePerspective
    Visitor Completed a Funnel

    Triggers when a new visitor reaches the last page of a funnel.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
    Try It
    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
perspective logo
perspective logo

About Perspective

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

Related categories

  • Marketing Automation

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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