1.Captures new funnel lead
Integrate Perspective and funnel submission data to capture each lead payload for downstream enrichment.
Create contact records from funnel leads with context
Automatically capture new funnel submissions across Perspective and enrich CRM contacts with lead details. Create and update contact records when name parts, contact info, UTM, and questionnaire responses arriveβso you can split fields, populate profiles, and tag leads without manual data entry.
How this automation enriches your funnel contacts
When new funnel submissions land, sales teams risk acting on incomplete contact records. This automation captures each lead payload, splits name fields, and creates or updates CRM contacts with UTM and questionnaire contextβso your team can follow-up fast.
Perspectiveor swap with your favorite app
2.Splits full name into parts
Integrate Formatter by Zapier and name parsing tools to split the full name into first and last name parts.
Formatter by Zapieror swap with your favorite app
3.Upserts CRM contact details
Integrate LeadConnector and CRM contact fields to add or update contacts, map UTM, and apply the lead tag.
LeadConnectoror swap with your favorite app
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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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