Perspective + Microsoft SharePoint
Create sharepoint list items from new Perspective funnel leads
Effortlessly streamline your lead management process using Perspective and Microsoft SharePoint. When a new lead surfaces in Perspective, a list item is promptly created in SharePoint, allowing you to easily keep track of leads, improve organization, and enhance productivity. Benefit from the seamless connection and let the workflow take care of routine tasks for you.
Effortlessly streamline your lead management process using Perspective and Microsoft SharePoint. When a new lead surfaces in Perspective, a list item is promptly created in SharePoint, allowing you to easily keep track of leads, improve organization, and enhance productivity. Benefit from the seamless connection and let the workflow take care of routine tasks for you.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create List Item
Creates a new item on a list.
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