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SC22 - BonitätsRetter - Perspective Leads - 4x Mails - 2024-10-11

“Anytime a new lead via funnel is created in Perspective, send email in Gmail, create task in Asana, etc.”

Jonas Logischcreated by Jonas Logisch

This Zap uses a private app.

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How Zapier works (57 sec)
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This Zap works in 12 steps …

  • Step 1 - Trigger

    Anytime a new lead via funnel is created in Perspective

  • Step 2 - Action

    Format my data in Formatter by Zapier

  • Step 3 - Action

    Send email in Your App

  • Step 4 - Action

    Find or create folder in Google Drive

  • Step 5 - Action

    Add file sharing preference in Google Drive

  • Step 6 - Action

    Create file from text in Google Drive

  • Step 7 - Action

    Send email in Your App

  • Step 8 - Action

    Format my data in Formatter by Zapier

  • Step 9 - Action

    Create spreadsheet row in Google Sheets

  • Step 10 - Action

    Create spreadsheet row in Google Sheets

  • Step 11 - Action

    Send message in WhatsApp Notifications

  • Step 12 - Action

    Delay my Zap in Delay by Zapier

    • 6.5 minutes to set up
    • Get back 1.2 hrs /week
    • 158 people use this app pairing

    This Zap uses the following 7 apps

    • Perspective logo
    • Gmail logo

    More ways to use these popular apps!

    Check out all the other ways you can connect Perspective and Gmail.
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