1.New lead via funnel
Integrate Perspective, funnel forms, and lead routing to capture each new ebook submission and start lead processing.
Add ebook funnel leads to CRM and spreadsheet
Automatically monitor new funnel submissions across Perspective, Formatter by Zapier, Google Sheets, and Close. Create and update when ebook opt-in is recorded, funnel submission arrives, or lead form submitsβso you can format phone values, add sheet rows, and create CRM leads without manual data entry.
How this automation accelerates lead follow-up
When new ebook leads come in from your funnel, delays can cost response time and hurt conversion. This automation catches submissions, formats phone data and writes sheet rows, then creates CRM lead recordsβso your team can act on intent immediately.
Perspectiveor swap with your favorite app
2.Format phone value
Integrate Formatter by Zapier, phone validation, and data cleaning to format the submitted phone number and output a cleaned phone value.
Formatter by Zapieror swap with your favorite app
3.Create spreadsheet row
Integrate Google Sheets, campaign reporting, and contact fields to add a mapped row using timestamp, name, phone, email, and UTM values.
Google Sheetsor swap with your favorite app
4.Create lead record
Integrate Close, CRM lead management, and pipeline stages to create a new lead mapping name to contact name, phone to mobile phone, and email to contact email.
Closeor swap with your favorite app
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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