Perspective + umsatz.io

Create new umsatz.io contacts when funnels are completed in Perspective

When a visitor completes a funnel in the Perspective app, this workflow instantly creates a new contact in the umsatz.io app. Perfect for businesses wanting to streamline their lead generation process, this automation ensures all potential customers captured in Perspective are promptly added to your umsatz.io contact list, saving you time and enhancing your marketing efforts.

When a visitor completes a funnel in the Perspective app, this workflow instantly creates a new contact in the umsatz.io app. Perfect for businesses wanting to streamline their lead generation process, this automation ensures all potential customers captured in Perspective are promptly added to your umsatz.io contact list, saving you time and enhancing your marketing efforts.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    umsatz.ioumsatz.io
    Create Contact

    Creates a new contact in the system. If contact already exists (determined by email field), updates the contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    Modify a Contact Property

    Triggers when a contact property is filled or edited.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Activity

    Triggers when a user tracks a new call in the app.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Deal

    Triggers when a new deal is created in the system.

    Trigger
    Instant
    Try It
perspective logo
perspective logo

About Perspective

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

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
umsatzio logo
umsatzio logo

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.
Learn more

Related categories

  • Sales & CRM