1.Detect new lead via funnel
Integrate Perspective to capture each funnel signup and start the lead routing flow.
Add funnel signups to CRM and assign follow-up
Automatically monitor new lead via funnel events across Perspective and marketing audience systems. Create and update when funnel signups are submitted or mappedβso you can update contacts, create CRM leads, and log form activity without manual data entry.
How this automation assigns follow-up for new CRM leads
When new funnel signups arrive without an owner or logged context, follow-up gets delayed and leads slip through. This automation records a funnel lead in your marketing audience, updates or creates the CRM lead, and assigns an owner and taskβso your team can follow up at the right time.
Perspectiveor swap with your favorite app
2.Adds or updates contact in list
Integrate ActiveCampaign and marketing list tools to map form answers into contact fields and tags.
ActiveCampaignor swap with your favorite app
3.Finds lead by email
Integrate Close and CRM search tools to locate a lead by submitted email or prepare for creation.
Closeor swap with your favorite app
4.Updates lead and logs activity
Integrate Close to map form answers into lead custom fields and create a Form activity for rep context.
5.Assigns owner and creates follow-up
Integrate Close and task management tools to set an owner and create an incomplete follow-up task.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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.
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