Clay + Perspective

Create records in Clay from new leads via funnel in Perspective

Whenever a new lead comes in through Perspective, this workflow will create a record in your Clay table immediately. This ensures a seamless flow of information between your lead generation and record keeping platforms. With this integration, you never miss tracking a lead, enhancing your business's efficiency and productivity.

Whenever a new lead comes in through Perspective, this workflow will create a record in your Clay table immediately. This ensures a seamless flow of information between your lead generation and record keeping platforms. With this integration, you never miss tracking a lead, enhancing your business's efficiency and productivity.

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

    Triggers when a new lead is created via a funnel.

    TriggerInstant
  2. automatically do this!
    ClayClay
    Create Record in Table

    Creates a new record in a table.

    ActionWrite
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Supported triggers and actions

    • FunnelRequired

    Trigger
    Instant
    Try It
    • Skipped

    Action
    Write
  • Clay triggers, actions, and search

    Find Row in Table

    Find a row in a table.

    Action
    Search
  • Clay triggers, actions, and search

    Find User

    Finds a user in a Workspace by email, name, or id

    Action
    Search
clay logo
clay logo

About Clay

Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.

Related categories

  • Spreadsheets
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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