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  • Perspective logoPerspective logo

Airtable + Perspective

Create records in Airtable when new leads appear in Perspective funnel

Streamline your lead management process with this automation. When a new lead is captured in Perspective, this workflow instantly creates a corresponding record in Airtable. Enjoy organized and effective lead tracking, letting you save time and focus on pursuing sales opportunities.

Streamline your lead management process with this automation. When a new lead is captured in Perspective, this workflow instantly creates a corresponding record in Airtable. Enjoy organized and effective lead tracking, letting you save time and focus on pursuing sales opportunities.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
    Try It
    • FunnelRequired

    Action
    Write
    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • FunnelRequired

    Trigger
    Instant
    Try It
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include attachment content

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Primary lookup fieldRequired

    • Secondary lookup field

    Action
    Write
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airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Related categories

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perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

Related categories