Trying to source and qualify incoming leads can feel like drinking from a fire hose—exciting but too much to manage at once. That’s where tools like Perspective come into play, helping you design custom funnels to turn a deluge of leads into more manageable streams.
But you don’t need to stop at just manageable. You can make Perspective work even harder for you through automation. By connecting Perspective to all the apps you use, you can turn your funnel of leads into an automatic lead management machine. Here are five nifty ways you can automate Perspective and give your lead gen process the turbo boost it deserves.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Sync leads with your spreadsheets
Every lead is valuable, and keeping track of them is crucial. Many businesses opt to do so via spreadsheet, so they have a single source of truth and can easily share that info across teams.
But let’s face it: manually updating spreadsheets is a time sink. Automating the process of sending your Perspective leads to your spreadsheet tool helps you save time on manual data entry while also creating a centralized database of leads that’s always up to date. Try one of these Zaps to get started:
Send instant notifications
When it comes to reaching out to new prospects, timing is everything. Timely follow-ups can make all the difference in converting a lead to a customer. But if you’re constantly jumping from tool to tool to check if a lead’s come in, you’re wasting valuable time that could go towards nurturing more prospects.
Automatic notifications via email or Slack can make sure you’re always in the loop, ready to pounce on hot leads as soon as they enter your Perspective funnel without wasting your time.
Add leads to your mailing list
Never let a good lead go to waste: nurture those potential customers via your mailing list. It’s Marketing 101. But adding those leads to your email marketing tool can become an unrelenting task as your business scales and the leads keep pouring in.
Instead, automate it! Make sure that new leads are signed up to receive your newsletters immediately by automatically updating your contact lists from new Perspective leads.
Stay on top of your follow-up tasks
Following up with leads is crucial, but keeping track of who needs what follow-up can also be difficult. Instead of fussing with project management tools—which adds yet another task to your growing plate—why not automatically create a corresponding follow-up task each time you get a new Perspective lead?
By doing so, you’re making sure that no lead falls through the cracks and freeing up your time to do more important stuff—like actually talking to those leads.
Add leads to your CRM
A customer relationship management (CRM) tool is the heart of your sales operation. From your CRM, you can keep track of all your customer interactions and share important lead details across your sales and marketing teams. But in order to do so, your leads first have to make it into the CRM from your lead funnel tool.
Automatically adding new Perspective leads to your CRM of choice ensures you capture every new prospect from day one, giving your sales team the latest information and empowering them to work towards closing more deals.
Streamline your pipeline with automation
With Zapier, you’re not just automating tasks—you’re building a customized, intelligent system that works exactly the way you need it to.
And this is just the start of what you can do with Perspective and Zapier. What will you automate first?
