1.Receives new funnel leads
Integrate Perspective and mobile lead intake tools to receive the lead payload and map source fields to contact details to capture lead data.
Create contact, company, and deal from funnel lead
Automatically monitor new funnel lead submissions across Perspective and HubSpot. Create and update contacts and deals when emails match or new leads arriveβso you can reach out fast, keep CRM records current, and avoid manual entry.
How this automation accelerates follow-up
When funnel lead submissions arrive, delays can stall outreach and revenue. This automation captures source details, creates or updates contacts and deals, and links recordsβso your team can follow up immediately.
Perspectiveor swap with your favorite app
2.Finds or creates contacts
Integrate HubSpot and CRM data tools to search by email and create or update contacts with mapped source fields to keep contact records current.
HubSpotor swap with your favorite app
3.Finds or creates deals
Integrate HubSpot and deal pipeline tools to find an existing deal or create a new deal using source name and placeholders to start deal tracking.
4.Links contacts to deals
Integrate HubSpot and CRM association tools to create the association between the contact and deal to show the deal on the contact timeline.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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