Airtable + Perspective

Manage new Perspective leads by creating or updating records in Airtable

Streamline your lead management process with this workflow. When a new lead comes in through the Perspective app, this automation creates or updates a record in your Airtable database. This ensures crucial information is consistently captured in an organized manner, allowing for efficient tracking and follow-up on potential opportunities. Enhance your productivity and make sure no lead gets missed.

Streamline your lead management process with this workflow. When a new lead comes in through the Perspective app, this automation creates or updates a record in your Airtable database. This ensures crucial information is consistently captured in an organized manner, allowing for efficient tracking and follow-up on potential opportunities. Enhance your productivity and make sure no lead gets missed.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Find and update an existing record, or create a new one.

    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
    Try It
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include attachment content

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    • RecordRequired

    • CommentRequired

    Action
    Write
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.
Learn more

Related categories

  • Marketing Automation

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