1.Detect new funnel lead
Integrate Perspective and lead capture workflows to detect new funnel submissions and trigger lead creation workflows.
Create qualified CRM leads and send team alert
Automatically detect new lead (funnel) submissions across Perspective and Close. Automatically create and update qualified CRM leads and send team alerts and log tracking rowsβso you can act on qualified funding responses without manual spreadsheet audits.
How this automation qualifies your CRM leads
When new funnel submissions land without consistent follow-up, unqualified contacts can pollute your CRM and reporting. This automation finds or creates a lead, applies qualification logic, sends a team alert, and logs each processed submissionβso your team can act on qualified leads.
Perspectiveor swap with your favorite app
2.Find or create matching lead
Integrate Close and CRM data tools to search by email and map contact fields to create a lead when no match exists.
Closeor swap with your favorite app
3.Update lead qualification status
Integrate Close and form questionnaire mapping tools to apply qualification logic and set qualified versus unqualified lead status.
4.Send team channel message
Integrate Slack and notification workflows to post a one line summary with contact channels and qualification tag for immediate visibility.
Slackor swap with your favorite app
5.Append tracking worksheet row
Integrate Google Sheets and reporting systems to create a tracking row with timestamp, contact basics, and qualification details.
Google Sheetsor 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
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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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