1.Monitor new funnel completion
Integrate Perspective and lead capture tools to detect funnel completion and to route qualifying leads into your onboarding flow.
Add new funnel leads to welcome sequence tag
Automatically monitor new lead events from funnel completion across Perspective and Kit. Automatically add or update subscribers, apply your configured welcome tag, and enroll leads in the welcome sequence—so you can protect outreach setup, avoid manual tagging, and start nurturing faster without manual tagging.
How this automation starts your welcome sequence
When funnel completion signals arrive but welcome tagging stays manual, leads can miss the right moment to begin nurturing. This automation monitors funnel completion in Perspective, adds or updates subscribers, applies configured welcome tags, and enrolls them in a welcome sequence—so your team can start outreach instantly.
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2.Add or update subscriber
Integrate Kit and subscriber data tools to add or update subscribers by mapping source email, name fields, and funnel source.
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3.Apply configured welcome tag
Integrate Kit and audience tagging tools to attach the configured welcome tag for matching funnel leads.
4.Add subscriber to sequence
Integrate Kit and email sequence tools to enroll the subscriber so the welcome sequence starts immediately.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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