ConnectPerspectivewith thousands of the other apps, with this Make integration, so you can automate your work and have more time for what matters most — no code required.
Create high-converting, mobile funnels fast. Generate a steady flow of customers or talents — no design or programming skills required.
Here are five quick-win automations using Make.com and the Perspective app that can streamline your business processes:
Automated Lead Capture to CRM
Workflow : When a user fills out a form on your Perspective mobile funnel, their information is automatically added to your CRM of choice, such as HubSpot or ActiveCampaign.
Benefits : This saves time on manual data entry, ensures immediate follow-up possibilities, and keeps your contact list growing seamlessly.
Instant Lead Notifications via Slack
Workflow : Set up a notification system that posts a message in a designated Slack channel whenever a new lead is generated through Perspective.
Benefits : This keeps your team informed in real time, allows for quick responses, and promotes team collaboration on lead engagement.
Lead Data Organization with Google Sheets
Workflow : Every time a new lead is obtained through Perspective, their details are automatically recorded in a Google Sheets spreadsheet.
Benefits : This creates an easy-to-access and update database of leads, which can be used for tracking, reporting, and analytics.
Automated Welcome Emails
Workflow : Configure an automation that sends a personalized welcome email to new Perspective leads using Gmail or Email by Zapier.
Benefits : This enhances customer experience with immediate engagement, sets the tone for future communications, and can help in nurturing leads down the sales funnel.
Task Creation for Lead Follow-Up
Workflow : When a new lead is captured via Perspective, a corresponding task is created in a project management tool like Trello or Asana, assigned to the appropriate team member.
Benefits : Ensures that no lead is forgotten, helps prioritize work, and maintains organized follow-up schedules.
These automations are not only easy to implement but also highly effective at simplifying repetitive tasks, reducing the chance of human error, and improving overall efficiency. By integrating Perspective with Make.com, you can create a more cohesive, automated workflow that keeps your team focused on what they do best – growing the business and providing excellent service to customers.
Triggers
Watch Leads
Triggers when a new lead is created through a funnel.
Check Your Email.
After submission, you'll receive an email from us with your unique License Key and link to install the app
. Be sure to check your junk/spam. Follow the link inside the email to install the app in your workspace.
Create A Connection.
With the app installed, go to your scenario and add the app module. Here you'll be prompted to Create a connection using your app API key and License Key from our email. That's it! You're ready to automate!
