Perspective integration with Slack
How to Send private Slack messages for new Perspectives leads via funnel
Stay informed and react quickly to new leads from your funnel with this efficient workflow. When a new lead comes in via the Perspective app, a private channel message is automatically sent in Slack, keeping your team in the loop. Enhance collaboration and never miss out on potential opportunities with this seamless process.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send private Slack messages for new Perspectives leads via funnel" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Perspective integrations
This Flow automatically posts a message to a specific Slack channel whenever your Perspective funnel captures a new lead. Forward important insights to your team by ad...
Stay informed and react quickly to new leads from your funnel with this efficient workflow. When a new lead comes in via the Perspective app, a private channel message...
Perspective actions
Nekton can use any feature that is available in Perspective API.
Using our advanced AI, you can easily create custom automations for Perspective.
Here are some typical actions you can do in your automated workflows.
Visitor Completed a Funnel
Triggers when a new visitor reaches the last page a funnel.
New Lead via Funnel
Triggers when a new lead is created via a funnel.
About Perspective
Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.