Skip to content
  • Airtable logoAirtable logo
  • Perspective logoPerspective logo

Airtable + Perspective

Manage new Perspective leads by creating or updating records in Airtable

Streamline your lead management process with this workflow. When a new lead comes in through the Perspective app, this automation creates or updates a record in your Airtable database. This ensures crucial information is consistently captured in an organized manner, allowing for efficient tracking and follow-up on potential opportunities. Enhance your productivity and make sure no lead gets missed.

Streamline your lead management process with this workflow. When a new lead comes in through the Perspective app, this automation creates or updates a record in your Airtable database. This ensures crucial information is consistently captured in an organized manner, allowing for efficient tracking and follow-up on potential opportunities. Enhance your productivity and make sure no lead gets missed.

  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 or Update Record

    Find and update an existing record, or create a new one.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

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
airtable logo
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

perspective logo
perspective logo

About Perspective

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

Related categories

Triggers & Actions