LeadConnector + Perspective

LeadConnector + Perspective integrations

"create or modify opportunities in LeadConnector when new funnels are completed in Perspective"

Enhance your lead management process with this streamlined workflow. When a visitor completes a funnel in Perspective, it subsequently captures and updates the opportunity details in LeadConnector. This seamless integration ensures no visitor's activity in the sales funnel is missed, resulting in improved lead nurturing and opportunities for conversion.

When this happens...
Visitor Completed a FunnelTriggers when a new visitor reaches the last page of a funnel.
TriggerInstant
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Perspective and LeadConnector

Discover other triggers and actions you can use with Perspective and LeadConnector

- Funnel
  Required
Trigger
Instant
Try It
- Funnel
  Required
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Funnel
  Required
Trigger
Instant
Try It
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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About Perspective

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

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