1.Detects new funnel lead
Integrate Perspective and funnel data tools to detect new lead submissions and route to the right webinar series.
Register new funnel leads to the right webinar session
Automatically route new funnel leads across Perspective, Demio, Google Calendar, and Intercom. Create registrations, add calendar join details, and update lead records when new funnel lead arrives, day selection changes, or email capture completesβso you can prevent manual routing and missed webinar access.
How this automation routes leads to the right webinar series
When new funnel leads are captured, delays can strand prospects in the wrong webinar flow. This automation maps the chosen webinar series, creates registrations, schedules calendar events, and updates lead recordsβso your team can route faster.
Perspectiveor swap with your favorite app
2.Creates webinar registration
Integrate Demio, attendee mapping, and webinar series rules to register the lead and capture join details.
Demioor swap with your favorite app
3.Creates detailed event invite
Integrate Google Calendar and scheduling tools to create event details and add the lead email as an attendee.
Google Calendaror swap with your favorite app
4.Updates lead with series tag
Integrate Intercom and CRM attribute mapping to update lead fields for selected day, join link, and series tag.
Intercomor swap with your favorite app
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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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