1.Detect new funnel lead
Integrate Perspective and lead intake tools to detect new funnel leads to start an application reminder sequence.
Send timed application reminders to new funnel candidates
Automatically monitor new leads in Perspective across Gmail, Delay by Zapier, and Perspective. Get instant reminders when new lead arrives, lead email matches, or candidate details update—so you can send initial instructions, schedule timed follow-ups, and track lead IDs without manual follow-up.
How this automation schedules candidate reminders
When a new lead enters your funnel, delays can stall document collection. This automation sends initial and timed reminder emails and manages delays—so your team can keep candidates moving without manual follow-up.
Perspectiveor swap with your favorite app
2.Send initial application email
Integrate Gmail and email templates to send initial instructions to begin document collection.
Gmailor swap with your favorite app
3.Wait 1 day before follow-up
Integrate Delay by Zapier and workflow scheduling tools to pause for one day before the first reminder.
Delay by Zapieror swap with your favorite app
4.Send first follow-up email
Integrate Gmail and email templates to send a first follow-up with outstanding item details.
5.Wait 2 more days
Integrate Delay by Zapier and workflow scheduling tools to pause before the final reminder.
6.Send final reminder email
Integrate Gmail and reply-to settings to send a last-chance reminder and next steps if items are missing.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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