1.Detects new lead
Integrate Perspective and lead capture tools to detect new lead events and start lead processing.
Create CRM leads from quiz funnel signups with context
Automatically monitor new lead events in Perspective across Google Sheets, Close, and Gmail. Create and update leads and send confirmations when quiz submissions arrive, emails match a record, or priority leads enter the pipelineβso you can track records, notify reps, and confirm prospects without manual follow-up.
How this automation accelerates new lead follow-up
When new lead events land in Perspective, missed capture can delay outreach and reduce conversions. This automation creates worksheet rows, creates CRM leads, and sends internal plus prospect emailsβso your team can follow up at the peak moment.
Perspectiveor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and data mapping tools to create a worksheet row and record quiz answers.
Google Sheetsor swap with your favorite app
3.Creates CRM lead
Integrate Close and CRM stage tools to create a lead, map contact fields, and set the initial stage.
Closeor swap with your favorite app
4.Sends internal notification
Integrate Gmail and team email lists to send internal alerts with contact summaries and top quiz answers.
Gmailor swap with your favorite app
5.Sends prospect confirmation
Integrate Gmail and email templates to confirm the signup and share next-contact timing.
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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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