Perspective + Syncro Integration

Connect Perspective to Syncro in 1 click

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Popular Perspective + Syncro Workflows

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Perspective + Syncro Integration

Create Syncro customer for new Perspective contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Syncro customer and Perspective contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Perspective + Syncro Integration
1.
  • Perspective
    Lead is created in Perspective Instant
  • Perspective
    Visitor completed a funnel in Perspective Instant
  • Syncro
    Customer is created in Syncro
  • Syncro
    Ticket is created in Syncro Instant
  • Syncro
    Ticket status is changed in Syncro Instant
  • Syncro
    Ticket is marked as resolved in Syncro Instant
  • Syncro
    RMM alert is created in Syncro Instant
  • Syncro
    Invoice is created in Syncro Instant
  • Syncro
    Payment is made in Syncro Instant
2.
  • Syncro
    Create customer in Syncro
  • Syncro
    Search customer in Syncro
  • Syncro
    Create ticket in Syncro
  • Syncro
    Create lead in Syncro
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