TL;DR
Zapier connects your Perspective funnels to more than 2,000 other apps and tools.
You need to have the Global Admin role in your Perspective account to set up Zaps - other roles don't have permission to create Zaps.
Common uses include sending leads to your email/newsletter tool or forwarding them directly to your sales team or customers.
What is Zapier?
Zapier is an interface platform that allows you to connect Perspective Funnels to more than 2,000 other apps, tools, and softwares. To create a free Zapier account, click here.
Why do I need Zapier?
With Zapier, you can, for example, send the leads that come in through your Perspective Funnels to your email or newsletter subscription. You can also forward your leads directly to other email addresses of your sales team or your customers.
Zapier offers you many different opportunities to process your Perspective leads efficiently and quickly. Here you can find all apps that you can link to perspective via zapier.
How do I connect my funnel with Zapier?
Find a step-by-step video tutorial on how to integrate your Perspective Funnel with different tools using the example of Google sheets here:
If you have more questions about Zapier, you can find further support here or watch this perspective talk where we show you how to automate your work processes and workflows in this talk with Joel Swain from Zapier.
Learn about all things automation from automating sales tasks to creating faster follow-ups and optimizing your social recruiting processes.
Additionally, you can find free Zapier courses on topics such as "Timing your zaps" or "Automate qualifying and nurturing leads".
What Perspective triggers and actions can I use in my Zaps?
Every Zap consists of a trigger (the event that starts the automation) and one or more actions (what should happen afterwards). Perspective provides three triggers and one action.
1. New Lead via Funnel
This trigger fires every time a funnel visitor submits a form containing an email address or a phone number, the moment a new lead is created.
The trigger includes all data collected up to the form submission. Anything the visitor enters afterwards is not part of the trigger data.
2. Visitor Completed a Funnel
This trigger fires every time a visitor reaches one of the result pages of your funnel and includes all data collected up to that moment. If you have more than one result page, the trigger will fire at the result page the user reaches first.
Keep in mind that a lead can be captured without ever reaching the result page, for example when you use the appointment block and a user submits the form but do not book a meeting. For this case, to get the most reliable lead capture, use New Lead via Funnel instead.
3. Create Contact (action)
The Create Contact action creates a new contact in a funnel of your choice. It is useful when the automation starts in another tool and the contact should end up in your Perspective CRM.
Popular Zapier setups
These are the automations our users build most often. All of them use New Lead via Funnel as the trigger.
Goal | Action | Good to know |
Collect all leads in a spreadsheet | Google Sheets → Create Spreadsheet Row | Create the columns in your sheet before you map the fields, otherwise the step fails |
Push leads into your CRM | HubSpot, Pipedrive, Salesforce or Close → Create Contact | Map every required field of your CRM, otherwise the action returns an error |
Notify your sales team instantly | Slack → Send Channel Message | Include name, email, phone and the key question answers in the message |
Send leads to additional recipients | Gmail or Email by Zapier → Send Email | Ideal for fully customised lead notifications per funnel |
Add leads to your newsletter | Mailchimp, Brevo, ActiveCampaign, KlickTipp or Klaviyo → Add Subscriber / Create Contact | Combine with tags to trigger the right automation on the receiving side |
How can I make my Zaps smarter?
Zapier has three built-in steps that turn a simple 1:1 automation into a targeted workflow:
Filter: the Zap only continues if a condition is met, e.g. only forward leads whose email is not a free mail address.
Formatter: transform data before it is used, e.g. split "Max Mustermann" to get only the first name.
Paths: split the Zap into different routes based on an answer, e.g. beginners get a guide while advanced leads get an offer.
How do I fix a Zap that isn't working?
Start in Zapier under Zap History. Every failed run is logged there with the exact error message. These are the most popular issues and the troubleshooting steps:
1. My Zap doesn't trigger at all
In most cases the Zap was never published, no new lead has come in since you built it, or you use a trigger, that did not fire yet.
Open the Zap and check that it shows as Published, a Zap in draft state never runs.
Submit a test lead in your own funnel and check again.
Check if you use the right trigger (New Lead/Visitor Completed).
2. The trigger test shows no data
Zapier can only show sample data if the selected funnel already has leads.
Check that you selected the correct funnel in the trigger step.
Submit a test lead in that funnel, then click Test trigger again.
3. Some funnel answers are missing in my tool
The New Lead via Funnel trigger only contains the data collected up to the form submission. Questions your visitors answer after the opt-in form are not included.
Add a second Zap with the Visitor Completed a Funnel trigger so those later answers are sent as well.
4. Zapier can't connect to Perspective
Your connection has most likely expired, was not set up correctly or your role is not allowed to create Zaps.
In Zapier, go to My Apps.
Delete the Perspective connection and reconnect it with your Perspective login details.
Check if you have the Global Admin role in your Perspective account - other roles don't have permissions to create Zaps.
5. The action step in a Zap fails
This almost always means a required field of the receiving tool is empty or mapped incorrectly.
Open the failed run in Zap History and read the error message. It names the field that caused the problem.
Map all mandatory fields of the target tool. In Google Sheets, make sure the columns exist before mapping.
Test the step again and republish the Zap.
💡 Always test your Zap with a real sample contact before you rely on it, and remember to click Publish after every change.
FAQ
Do I need a paid Zapier account to connect Perspective?
Do I need a paid Zapier account to connect Perspective?
No, you can create a free Zapier account to get started. Depending on how many Zaps you run and how often, you may eventually need a paid Zapier plan, but that's determined by Zapier, not by Perspective.
Which apps can I connect to my Perspective Funnel via Zapier?
Which apps can I connect to my Perspective Funnel via Zapier?
You can connect your Perspective Funnel to any of the 2,000+ apps supported by Zapier. See the full, up-to-date list on the Perspective integrations page.
Can I send my leads to more than one place at once?
Can I send my leads to more than one place at once?
Yes. You can send leads collected in your Perspective Funnel to your email or newsletter tool, and separately forward them to other email addresses for your sales team or customers, all using Zapier.