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Perspective

By connecting Perspective to all the apps you use, you can turn your funnel of leads into an automatic lead management machine. Here's how.

5 ways to automate Perspective with Zapier

This integration helps to flexibly handle your collected lead information. After turning on this Zap, all new collected lead information from your Perspective funnel will be automatically saved to a Google Sheets row. Now you can easily look back at the leads you've collected in an organized spreadsheet!

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

Triggers when a new visitor reaches the last page a funnel.

Visitor Completed a Funnel

Triggers when a new lead is created via a funnel.

New Lead via Funnel

Creates a new contact, probably with input from previous steps.

Create Contact

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Save new Perspective leads to Google Sheets as rows

Easily track and organize your Perspective leads with this automation. When a new lead is captured via a funnel in the Perspective app, the workflow will create multiple rows in a Google Sheets spreadsheet for each lead. This saves you time and effort in manual data entry, ensuring your leads are always up to date and easily accessible in one central location.

Create Google Sheets rows for new perspective leads via funnel.

Streamline your lead management process with this automation. When a new lead is captured in Perspective, this workflow instantly creates a corresponding record in Airtable. Enjoy organized and effective lead tracking, letting you save time and focus on pursuing sales opportunities.

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.

Airtable

Triggers when a new record is created or new or existing records when first added to a selected view.

New Record

Triggers when a record is created or updated.

New or Updated Record

Find Many Records (Advanced)

Find Record

Find or Create Record(s) (With Line Item Support)

Find or Create Record

Creates a new record with auto-populating fields.

Create Record

Create up to 10 new records (supports line items).

Create Records (Advanced)

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

Create or Update Record

Delete Record

Update Record

Create records in Airtable when new leads appear in Perspective funnel

Streamline your lead management process by creating an automation that adds new leads from Perspective via Funnel directly into your Microsoft Excel spreadsheet. Save time and effort by keeping your lead data organized and up-to-date. This workflow ensures you never miss an opportunity to connect with potential clients, and helps you maintain a clear overview of your pipeline.

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. 

Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Microsoft Excel

Triggers when a new row is added to a worksheet in a spreadsheet.

New Row

Triggers when a new row is added to a table in a spreadsheet.

New Row in Table

Triggers when a new worksheet is added to a spreadsheet.

Triggers when a row is added or updated in a worksheet.

Updated Row

Finds a row by a column and value. Returns the entire row if one is found.

Find Row

Finds any rows that match a specific value in a given column.

Find Row(s)

Adds a new row to the end of a worksheet.

Add Row

Adds one or more rows to the end of a worksheet (with line item support).

Add Row(s)

Adds a new row to the end of a specific table.

Add Row to Table

Update Row

Add rows in Microsoft Excel for new leads in perspective via funnel.

Send a new email whenever your Perspective funnel captured a new lead. Forward all insights to your selected receiver by adding the collected lead information to your message.

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Send new Perspective leads information via Gmail emails

When you have new leads, you'll want to know about them. This integration helps by automatically sending an outbound email with the details of a new lead via a specified funnel in Perspective. It's never been easier to be notified of new leads.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

Send Outbound Email

Send outbound emails for new leads via Perspective funnels

Stay on top of new leads by sending personalized emails through Microsoft Outlook whenever a new lead comes in via Funnel in the Perspective app. This automated workflow streamlines your lead management process, ensuring timely follow-ups and increased engagement with potential customers. Save time and focus on nurturing your leads instead of handling repetitive tasks.

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

New Contact

Triggers when a new e-mail is received in your inbox.

Triggers when a new e-mail is received in your inbox that matches a search.

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find a Contact

Find or Create Contact

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Delete Event

Creates a new reply to email, probably with input from previous steps.

Update Calendar Event

Update Contact

Send emails in Microsoft Outlook for new leads via funnel in Perspective

This Zap automatically posts a message to a specific Slack channel whenever your Perspective funnel captures a new lead. Forward important insights to your team by adding the extra lead information to your Slack message, so your teammates can take the appropriate next action.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

5 ways to automate Perspective with Zapier

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