Grant access in Memberspot when new leads funnel in Perspective
Streamline your lead management process with this easy-to-use automation. When a new lead is added in the Perspective app, this workflow will effortlessly give them access in the Memberspot app. It helps in swiftly managing your leads and ensuring they are quickly integrated into your membership platform, improving efficiency and saving time. Enjoy smooth, automatic transitions from lead capture to member engagement.
Streamline your lead management process with this easy-to-use automation. When a new lead is added in the Perspective app, this workflow will effortlessly give them access in the Memberspot app. It helps in swiftly managing your leads and ensuring they are quickly integrated into your membership platform, improving efficiency and saving time. Enjoy smooth, automatic transitions from lead capture to member engagement.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Grant Access
Grants access to a course (when the member is not existing, the member will be created)
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