1.Detect new lead funnel submissions
Integrate Perspective and funnel form inputs to capture new lead submissions and trigger downstream lead entry.
Create CRM lead from funnel and notify team
Automatically monitor new lead funnel submissions across Perspective, Formatter by Zapier, Close, MailerLite, and seven. Create CRM leads and notify sales so you can start outreach, add subscribers, and send SMS alerts without manual data entry.
How this automation speeds up lead capture with CRM context
When new lead funnel submissions arrive, leads can stall while fields get copied into the CRM. This automation creates CRM leads, adds subscribers to groups, and sends SMS alertsβso your team can follow up faster with source context.
Perspectiveor swap with your favorite app
2.Split name fields for mapping
Integrate Formatter by Zapier and data formatting tools to split names into parts for CRM contact fields.
Formatter by Zapieror swap with your favorite app
3.Create lead and assign ownership
Integrate Close and CRM record mapping tools to create leads with source fields and assign to a user.
Closeor swap with your favorite app
4.Add subscriber to group
Integrate MailerLite and email marketing groups to subscribe contacts and store display names from split name output.
MailerLiteor swap with your favorite app
5.Send SMS sales notification
Integrate seven and SMS messaging to notify on-call sales with the CRM record link placeholder.
sevenor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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