Perspective + Textmagic

Create contacts in TextMagic SMS for new leads via funnel in Perspective

Turn every new lead in the Perspective app into an opportunity for direct communication. This workflow sets up a new contact in the TextMagic SMS app whenever a fresh lead comes through your funnel in the Perspective app. You'll never miss a chance to connect and communicate with a potential customer right away, boosting your customer engagement and improving your response times.

When this happens...
New Lead via Funnel
Triggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact (or optionally edits an existing one).
ActionWrite

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Supported triggers and actions

- FunnelRequired
Trigger
Instant
Try It
- FunnelRequired
Action
Write
New Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Trigger
Instant
Try It
New Unsubscriber
Triggers when someone unsubscribes from your communication.
Trigger
Instant
Try It
- ListRequired
- ContactRequired
Action
Write

- ContactRequired
- TagsRequired
Action
Write
- Task boardRequired
- TaskRequired
- AssigneeRequired
Action
Write

- ListRequired
- ContactRequired
Action
Write
- PhoneRequired
- Country
Action
Write
- TextRequired
- Phones
- Contacts
- Lists
- From
- Maximum SMS Parts Count
- Reference ID
- Phone Numbers Format
- Phone Numbers Country
- Schedule Message
- Timezone
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- List Name
- Include Shared Lists?
Action
Search
- List Name
- Include Shared Lists?
- Name
- Shared
Action
Search or write

- FunnelRequired
Trigger
Instant
Try It
New Incoming Call
Triggers when someone calls your TextMagic number.
Trigger
Instant
Try It
New Incoming Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- Lists
- Phone Number Format
- Country
- Edit Existing Contact When Found
Action
Write
- Name
- Shared
Action
Write
- ContactRequired
- AssigneeRequired
Action
Write
- Deal pipelineRequired
- DealRequired
- AssigneeRequired
Action
Write
- Dedicated NumberRequired
- Forward Calls ToRequired
Action
Write
- EmailRequired
Action
Write
- Custom FieldRequired
- ContactRequired
- Custom Field Value
Action
Write
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
Action
Search
- Contact Search Query
- Exact Match
- Include Shared Contacts?
- Phone Number Format
- Country
- Empty result when query is empty
- PhoneRequired
- First Name
- Last Name
- Email
- Company Name
- Lists
- Edit Existing Contact When Found
Action
Search or write