Perspective + Salesforce
Create new Salesforce contacts from new Perspective leads via funnel
Boost your efficiency by instantly adding new leads from Perspective to Salesforce as contacts. Whenever there's a fresh lead in Perspective, this workflow promptly creates a corresponding contact in Salesforce, ensuring your database remains accurate and up-to-date. This reduces manual copying and pasting, enabling your team to focus more on making meaningful connections with leads.
Boost your efficiency by instantly adding new leads from Perspective to Salesforce as contacts. Whenever there's a fresh lead in Perspective, this workflow promptly creates a corresponding contact in Salesforce, ensuring your database remains accurate and up-to-date. This reduces manual copying and pasting, enabling your team to focus more on making meaningful connections with leads.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Contact
Creates a new contact.
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