1.Captures funnel completion submission
Integrate Perspective and lead capture tools to capture completion timing and submission fields for each new lead.
Add funnel leads to email list and webinar
Automatically capture new funnel submissions from Perspective and route them across Mailchimp, Formatter by Zapier, GoTo Webinar, and Google Sheets. Create and update when funnel completion and session selection existβso you can add subscribers, create registrants, and log campaign rows without manual follow-up.
How this automation captures webinar-ready leads
When funnel leads get captured without consistent follow-up, webinar attendance opportunities get missed. This automation monitors funnel completion and updates Mailchimp, creates GoTo Webinar registrants, and logs the lead details in Google Sheetsβso your team can follow up faster.
Perspectiveor swap with your favorite app
2.Adds or updates subscriber
Integrate Mailchimp and contact tools to map email and fields, set status to subscribed, and add the contact to a configured list.
Mailchimpor swap with your favorite app
3.Normalizes session selection
Integrate Formatter by Zapier and lookup tools to parse the session selection and map it to a webinar identifier.
Formatter by Zapieror swap with your favorite app
4.Creates webinar registrant
Integrate GoTo Webinar and campaign tools to create registrants from the normalized session and captured name and email.
GoTo Webinaror swap with your favorite app
5.Adds lead row to sheet
Integrate Google Sheets and spreadsheet tracking to add a top row with completion date, session event, and contact details.
Google Sheetsor swap with your favorite app
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Step 1
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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.
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