1.Monitor new funnel leads
Integrate Perspective and lead capture tools to catch the visitor completed funnel signal and pass the submission payload forward.
Create CRM lead and add to welcome list
Automatically catch new lead signups across Perspective, Formatter by Zapier, Close, MailerLite, and seven. Get instant lead creation and welcome list updates when funnel submission arrives, visitor completes funnel, or a new lead is detectedβso you can create CRM leads, add welcome subscribers, and notify sales without manual follow-up.
How this automation accelerates your welcome outreach
When new leads from funnel submissions go unconverted, outreach starts late and welcome lists stay incomplete. This automation catches funnel submissions, formats lead details, and creates records, so your team can onboard leads fast without chasing manual updates.
Perspectiveor swap with your favorite app
2.Parse lead name and source fields
Integrate Formatter by Zapier and data formatting tools to split submitted full name and map source fields for personalization.
Formatter by Zapieror swap with your favorite app
3.Create CRM lead in pipeline
Integrate Close and CRM pipeline tools to create a lead record and map email, phone, names, and UTM answers.
Closeor swap with your favorite app
4.Add welcome subscriber
Integrate MailerLite and email list tools to add or update the subscriber and include them in the welcome group or list.
MailerLiteor swap with your favorite app
5.Send SMS to sales owner
Integrate seven and messaging tools to send an SMS with the CRM lead link so the sales owner can act quickly.
sevenor 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.
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