Create and manage projects and clients in ProcessKit from new leads in Perspective

Create and manage projects and clients in ProcessKit when a new lead completes the recruitment funnel in Perspective. Capture and organize all relevant information for follow-up, ensuring efficient onboarding and project tracking.

Create and manage projects and clients in ProcessKit from new leads in Perspective

Workflow preview:

Zap details:

Overview

Create and manage projects and clients in ProcessKit when a new lead completes the recruitment funnel in Perspective. Capture and organize all relevant information for follow-up, ensuring efficient onboarding and project tracking.

Create and manage projects and clients in ProcessKit from new leads in Perspective