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Help and tips on Perspective Funnels
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zapier
How to connect your Perspective Funnel with over 2,000 apps using
Zapier
What is
Zapier
?… Why do I need
Zapier
?… How do I connect my funnel with
Zapier
?
In-Depth: How Do Integrations Work?
Here you´ll learn everything about how to manage your contacts, automate processes and integrate them into other systems with Make &
Zapier
…
Zapier
:
Zapier
is a third-party tool that provides ready-made integrations for all commonly used software…
Zapier
Integrations
Zapier
connects Perspective with over 6,000 tools – without any coding. 👉
How can I connect my funnel with Klick-Tipp?
How to use
Zapier
to automatically export your contacts from the funnel to Klick-Tipp… Basics: Have or create a
Zapier
account on Zapier.com… If you haven't connected it to
Zapier
yet, you can do so using your Perspective login details.
How do I export contacts from my Funnel?
In this article you can learn how to transfer contacts from Perspective to Google Sheets using
Zapier
and how to download them afterwards… Example: Transfer contacts to Google Sheets via
Zapier
… Automated export of CRM contacts via
Zapier
/Make/Webhooks -> Here, you can transfer the contacts to any
How can I forward file uploads via webhook?
Learn how to forward uploaded files from your leads directly as a file via Webhook or
Zapier
… Setup via
zapier
… and can be used immediately Optimised automation: No additional download required - Make,
Zapier
How can I forward my leads to additional recipients via
zapier
?
Learn how to forward lead information to selected e-mail addresses (partners/customers/...) via
zapier
… Here's how it works: Sign in to your
Zapier
account and connect it with your Perspective Funnels… Visit
Zapier
here. 2. You now select: "New Lead via Funnel” as the so-called "Trigger Event”
How can I create a double opt-in?
Step-by-step instructions: Linking with autoresponder via
zapier
Log into your
Zapier
account and… If you haven't connected it to
Zapier
yet, you can do that using your Perspective login details… After a successful test of your funnel via
Zapier
, you can create an "action" to define
Upgrade your V3 Funnel to V4
Zapier
Integration: If you're using
Zapier
to automate workflows, update the Zaps that are connected… Improved data handling: No more "missing properties" for contacts in webhooks,
Zapier
, or email data
How can I manage my contacts?
Automated export of CRM contacts via
Zapier
/Make/Webhooks -> Here, you can transfer the contacts to a… Step-by-step guides for Lead Export Automations: Export leads via Make Export leads via
Zapier
How do I connect Perspective with Hubspot Forms?
Business/Grow plan but would still like to link your funnel to HubSpot, we suggest an integration via
zapier
… topics in our Helpcenter: How to connect your Perspective Funnel with over 2,000 apps using
Zapier