Perspective + Productboard
Create notes in Productboard for new Perspective leads via funnel
Stay updated on your incoming leads with this seamless workflow. When a new lead is captured via Funnel in Perspective, this integration creates a note in Productboard, ensuring your team stays informed and organized. Simplify your lead management process and make certain essential information is promptly documented and shared with the right team members.
Stay updated on your incoming leads with this seamless workflow. When a new lead is captured via Funnel in Perspective, this integration creates a note in Productboard, ensuring your team stays informed and organized. Simplify your lead management process and make certain essential information is promptly documented and shared with the right team members.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Note
Triggers when a new note is created.
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