Perspective + Superchat
Send messages, update contacts, and create notes in Superchat for new leads via funnels in Perspective
Managing and communicating with new leads can be difficult at times. Therefore, when a new lead is captured via a funnel in Perspective, Superchat automatically sends a personalized message to engage the lead. After that, the contact details are updated, and the lead is added to your contact list for future follow-up. Finally, a note is created in Superchat to track the interaction. This workflow helps ensure that every new lead is promptly followed up with and managed efficiently.
Managing and communicating with new leads can be difficult at times. Therefore, when a new lead is captured via a funnel in Perspective, Superchat automatically sends a personalized message to engage the lead. After that, the contact details are updated, and the lead is added to your contact list for future follow-up. Finally, a note is created in Superchat to track the interaction. This workflow helps ensure that every new lead is promptly followed up with and managed efficiently.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Note
Creates a note in a coversation.
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