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Airtable + Perspective

Create new records in Airtable for every new lead via funnel in Perspective

Easily manage your lead data with this practical workflow. Once a new lead comes in via the Perspective app, it promptly creates a detailed record in Airtable, keeping your information neatly organized. This streamlines your process, allowing you to focus on nurturing those leads and growing your business.

Easily manage your lead data with this practical workflow. Once a new lead comes in via the Perspective app, it promptly creates a detailed record in Airtable, keeping your information neatly organized. This streamlines your process, allowing you to focus on nurturing those leads and growing your business.

  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 Records (Advanced)

    Create up to 10 new records (supports line items).

    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