Perspective + SmartSuite Integration

Connect Perspective to SmartSuite - Automate your workflows in 1-click

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Perspective + SmartSuite Integration

Create SmartSuite row for new Perspective contact

When a new contact is created in your Perspective software, automatically create a row for them in your SmartSuite. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Perspective + SmartSuite Integration
1.
  • Perspective
    Lead is created in Perspective Instant
  • Perspective
    Visitor completed a funnel in Perspective Instant
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
2.
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite
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Integrate Perspective & SmartSuite In 1 Click
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