Trying to source and qualify incoming leads can feel like drinking from a fire hose—exciting but too much to manage at once. That's where tools like Perspective come into play, helping you design custom funnels to turn a deluge of leads into more manageable streams.
But you don't need to stop at just manageable. You can make Perspective work even harder for you through automation. By connecting Perspective to all the apps you use, you can turn your funnel of leads into an automatic lead management machine. Here are five nifty ways you can automate Perspective and give your lead gen process the turbo boost it deserves.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Sync leads with your spreadsheets
Every lead is valuable, and keeping track of them is crucial. Many businesses opt to do so via spreadsheet, so they have a single source of truth and can easily share that info across teams.
But let's face it: manually updating spreadsheets is a time sink. Automating the process of sending your Perspective leads to your spreadsheet tool helps you save time on manual data entry while also creating a centralized database of leads that's always up to date. Try one of these Zaps to get started:
Save new Perspective leads to Google Sheets as rows
Perspective + Google Sheets
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This integration helps to flexibly handle your collected lead information. After turning on this Zap, all new collected lead information from your Perspective funnel will be automatically saved to a Google Sheets row. Now you can easily look back at the leads you've collected in an organized spreadsheet!
Create Google Sheets rows for new perspective leads via funnel.
Perspective + Google Sheets
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Easily track and organize your Perspective leads with this automation. When a new lead is captured via a funnel in the Perspective app, the workflow will create multiple rows in a Google Sheets spreadsheet for each lead. This saves you time and effort in manual data entry, ensuring your leads are always up to date and easily accessible in one central location.
Create records in Airtable when new leads appear in Perspective funnel
Perspective + Airtable
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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.
Add rows in Microsoft Excel for new leads in perspective via funnel.
Perspective + Microsoft Excel
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Streamline your lead management process by creating an automation that adds new leads from Perspective via Funnel directly into your Microsoft Excel spreadsheet. Save time and effort by keeping your lead data organized and up-to-date. This workflow ensures you never miss an opportunity to connect with potential clients, and helps you maintain a clear overview of your pipeline.
Send instant notifications
When it comes to reaching out to new prospects, timing is everything. Timely follow-ups can make all the difference in converting a lead to a customer. But if you're constantly jumping from tool to tool to check if a lead's come in, you're wasting valuable time that could go towards nurturing more prospects.
Automatic notifications via email or Slack can make sure you're always in the loop, ready to pounce on hot leads as soon as they enter your Perspective funnel without wasting your time.
Send new Perspective leads information via Gmail emails
Perspective + Gmail
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Send a new email whenever your Perspective funnel captured a new lead. Forward all insights to your selected receiver by adding the collected lead information to your message.
Send outbound emails for new leads via Perspective funnels
Perspective + Email by Zapier
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When you have new leads, you'll want to know about them. This integration helps by automatically sending an outbound email with the details of a new lead via a specified funnel in Perspective. It's never been easier to be notified of new leads.
Send emails in Microsoft Outlook for new leads via funnel in Perspective
Perspective + Microsoft Outlook
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Stay on top of new leads by sending personalized emails through Microsoft Outlook whenever a new lead comes in via Funnel in the Perspective app. This automated workflow streamlines your lead management process, ensuring timely follow-ups and increased engagement with potential customers. Save time and focus on nurturing your leads instead of handling repetitive tasks.
Send Slack channel messages for new Perspective leads
Perspective + Slack
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This Zap automatically posts a message to a specific Slack channel whenever your Perspective funnel captures a new lead. Forward important insights to your team by adding the extra lead information to your Slack message, so your teammates can take the appropriate next action.
Add leads to your mailing list
Never let a good lead go to waste: nurture those potential customers via your mailing list. It's Marketing 101. But adding those leads to your email marketing tool can become an unrelenting task as your business scales and the leads keep pouring in.
Instead, automate it! Make sure that new leads are signed up to receive your newsletters immediately by automatically updating your contact lists from new Perspective leads.
Add new Perspective leads to ActiveCampaign as contacts
Perspective + ActiveCampaign
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As soon as your Perspective funnel captures a new lead, this Zap will automatically create a new contact in ActiveCampaign. Use the information gathered from your funnel to build personalized follow-up emails and individual campaign automation on ActiveCampaign. Now you can easily engage your leads with no extra effort!
Add new Perspective leads to Mailchimp as subscribers
Perspective + Mailchimp
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New Leads generated with your Perspective funnel are saved to a Mailchimp list of your choosing. Send followup emails to subscribers and setup individual campaign automation with Mailchimp.
Add new Perspective leads to KlickTipp as contacts
Perspective + KlickTipp
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As soon as your Perspective funnel captures a new lead, a new contact in KlickTipp will be created automatically. Use the information gathered from your funnel to build personalized follow-up emails and individual campaign automation on Kick-Tipp.
Add or update Brevo contacts from new Perspective leads via funnel
Perspective + Brevo
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Keep your contacts organized and up-to-date with this automation. Whenever a new lead is captured via a funnel in Perspective, this Zap will automatically add or update the contact in your Brevo account. This way, you can easily manage your leads and reach out to them via email campaigns without any manual work involved.
Stay on top of your follow-up tasks
Following up with leads is crucial, but keeping track of who needs what follow-up can also be difficult. Instead of fussing with project management tools—which adds yet another task to your growing plate—why not automatically create a corresponding follow-up task each time you get a new Perspective lead?
By doing so, you're making sure that no lead falls through the cracks and freeing up your time to do more important stuff—like actually talking to those leads.
Create Trello cards for new Perspective leads via funnels
Perspective + Trello
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This Zap lets you keep your follow-up workflows up to date across your applications, without needing to copy-and-paste important details. Once it’s active, this integration automatically generates a Trello card as soon as a new Perspective lead is added via a sales funnel.
Create Notion database items for new Perspective leads via funnel
Perspective + Notion
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Effortlessly manage your leads with this efficient workflow between Perspective and Notion. When a new lead is generated via a Funnel in the Perspective app, this automation adds the lead as a new database item in Notion. Keep track of all your important leads in one organized place, streamlining your sales process and improving productivity.
Create tasks on Asana with new Perspective leads information
Perspective + Asana
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As soon as your Perspective funnel captures a new Lead, a new task on Asana will be created. Add the information gathered from your Funnel to the description of your new task.
Create monday.com items for new Perspective leads via funnel
Perspective + monday.com
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Streamline your sales process by turning new leads in Perspective into actionable items on your monday.com board. This automation will create a new item on your chosen monday.com board whenever a lead is generated in Perspective via a funnel. Save time and stay organized by having all your leads in one place, ready for your team to take action.
Add leads to your CRM
A customer relationship management (CRM) tool is the heart of your sales operation. From your CRM, you can keep track of all your customer interactions and share important lead details across your sales and marketing teams. But in order to do so, your leads first have to make it into the CRM from your lead funnel tool.
Automatically adding new Perspective leads to your CRM of choice ensures you capture every new prospect from day one, giving your sales team the latest information and empowering them to work towards closing more deals.
Add new Perspective leads to HubSpot as contacts
Perspective + HubSpot
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With this integration, captured leads from your Perspective funnel are automatically added to HubSpot as contacts. Enrich your HubSpot database with collected lead information from your Perspective funnel for better pre-qualification of leads! Then your sales team can spend their time where it really matters.
Create persons on Pipedrive with new Perspective leads information
Perspective
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As soon as your Perspective funnel captures a new Lead, a new person in Pipedrive will be created. Use the information gathered from your Funnel to build personalized followup emails and individual campaign automation on Pipedrive.
Add new Perspective leads to Recruit CRM as candidates
Perspective + Recruit CRM
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Effortlessly connect your Perspective and Recruit CRM apps with this seamless automation. When a new lead is captured through a funnel in Perspective, a candidate will be instantly added to Recruit CRM, streamlining your recruitment process and ensuring you never miss out on potential talent. Save time, reduce manual data entry, and stay organized by integrating these powerful apps.
Create leads in Bitrix24 CRM from new Perspective funnel entries
Perspective + Bitrix24 CRM
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Automate your lead management process with this efficient workflow between Perspective and Bitrix24 CRM. When a new lead is captured via Funnel in Perspective, this automation will instantly create a Lead Action in Bitrix24 CRM, helping you streamline your sales process and ensure no lead is missed. Save time and stay organized with this seamless connection between your marketing and CRM platforms.
Streamline your pipeline with automation
With Zapier, you're not just automating tasks—you're building a customized, intelligent system that works exactly the way you need it to.
And this is just the start of what you can do with Perspective and Zapier. What will you automate first?
