1.Monitor funnel completed leads
Integrate Perspective, form intake tools, and lead capture systems to detect new funnel leads for automatic CRM creation.
Create CRM lead from social funnel with validation
Automatically monitor new lead events after funnel completion across Perspective and your CRM and messaging stack. Create and update records when funnel completed, new funnel signup, or prospect details arriveβso you can clean contact data, create CRM leads, and notify sales without manual follow-up.
How this automation accelerates your lead follow-up
When a funnel completes but leads require cleanup and manual routing, reps lose time and opportunities slip. This automation standardizes contact data, creates a Close lead, and sends welcome and sales alertsβso your team can act immediately.
Perspectiveor swap with your favorite app
2.Transforms funnel timestamps
Integrate Formatter by Zapier, data formatting tools, and validation rules to convert funnel timestamps and normalize phone strings.
Formatter by Zapieror swap with your favorite app
3.Cleans phone and maps attribution
Integrate Code by Zapier and phone normalization tools to strip phone whitespace and map UTM fields to ad sources.
Code by Zapieror swap with your favorite app
4.Creates CRM lead record
Integrate Close, CRM field mapping tools, and routing rules to create a new lead with status and assigned owners.
Closeor swap with your favorite app
5.Sends welcome email
Integrate Gmail, email templates, and booking links to send a personalized welcome email to each lead.
Gmailor swap with your favorite app
6.Sends sales alert message
Integrate WhatsApp Notifications and internal messaging tools to notify sales recipients with lead details and a CRM link.
WhatsApp Notificationsor swap with your favorite app
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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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