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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FunnelRequired
Try ItFunnelRequired
New Note
Triggers when a new note is created.
Try ItNote Title
Note Content
Note OwnerRequired
Said by (User Name)
Said by (User E-Mail)
Said By (User External ID)
Note StatusRequired
Note Tags
Company domain
FunnelRequired
Try ItNew Feature
Triggers when a new feature is created.
Try ItFeature OwnerRequired
Feature NameRequired
Feature Product
Feature Description
Feature StatusRequired
Feature Tags
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body