You’ve built a funnel and are collecting contacts. Now you probably want to do more with those contacts. For example, you might want to add them to a spreadsheet, subscribe them to your newsletter, or push them into another program. In this article, you’ll learn how to do that easily.
Understanding Integrations
In the world of software, integrations describe the connection of different applications. This typically involves the automated exchange of data. You can think of it like a bridge. For instance, if you want every new lead collected through Perspective to be automatically transferred to your CRM or email tool, you’ll need an integration (a bridge) between Perspective and that tool.
Integration Options
Native Integrations: In the "Apps" section of your funnel builder, we’ve directly connected some of the most commonly used integrations. This allows you to easily connect your ad tracking (Meta, Google, TikTok, etc.) as well as your CRM or email software.
Zapier:
Zapier is a third-party tool that provides ready-made integrations for all commonly used software tools & apps. You can automate up to 100 tasks per month for free.
Make:
Make is a third-party tool, similar to Zapier, that allows you to connect with almost any software. It requires a bit more technical understanding, but in return, it offers significantly more flexibility and advanced options for integrating tools.
Webhooks (via Zapier):
A webhook is like a “digital doorbell”: as soon as something happens in system A (e.g., a new funnel contact), it automatically "knocks" on system B (e.g., your CRM or app) and sends the data. We also use Zapier here to simplify usage.
💡 Note: To use webhooks with Zapier or to build multi-step automations (e.g., Lead → CRM → Send Email...), you’ll need the paid version of Zapier.
Directintegrations
With our direct integrations, we've made it as easy as possible for you to connect the tools most commonly used by our users. You can find them in your funnel at the top menu under “Apps.”
Here is a list of all direct integrations, including links to the respective guides (where available):
Webhooks
Webhooks allow you to send data in real time to other tools automatically.
👉 In Perspective, you can trigger a webhook whenever a lead is submitted or a specific event occurs – for example, to send data to your CRM, Slack, or internal system. Here is the guide for Webhooks.
Make
Make (formerly Integromat) is a visual automation builder that connects different apps.
👉 Use Make to send leads from Perspective directly to any tool – e.g., for follow-ups, data enrichment, notifications, or payment processing. Here is the guide for Make.
Meta (Facebook & Instagram)
Meta Ads allow you to run targeted advertising on Facebook and Instagram.
👉 Use the Meta Pixel in Perspective to track conversions and create retargeting audiences – for example, for users who started the funnel but didn’t convert. Here is the guide for Meta.
TikTok Pixel
The TikTok Pixel tracks user behavior for TikTok ad campaigns.
👉 Integrated into Perspective, it helps you analyze TikTok traffic, measure conversions, and build custom audiences for retargeting. Here is the guide for TikTok.
Google Analytics 4 (GA4)
GA4 is Google’s main tool for tracking user behavior and funnel performance.
👉 Integrate GA4 with Perspective to track events like page views, clicks, and form submissions – and compare them with other marketing channels. Here is the guide for Google Analytics.
LinkedIn Insights Tag
The LinkedIn Insights Tag helps you track campaigns and analyze audiences from LinkedIn Ads.
👉 Use it in Perspective to capture conversions or create retargeting audiences based on funnel visits. Here is the guide for LinkedIn Tracking.
Google Tag Manager (GTM)
GTM allows you to centrally manage tracking codes and marketing scripts.
👉 Add GTM to your funnel to manage multiple tags (Meta, Google Ads, TikTok, etc.) without editing the funnel code itself. Here is the guide for Google Tag Manager.
HubSpot
HubSpot is a powerful CRM and marketing automation platform.
👉 Send leads from Perspective directly to HubSpot – for lead qualification, email automation, or assigning to your sales team. Here is the guide for HubSpot.
Hotjar
Hotjar tracks user behavior through heatmaps, scroll depth, and session recordings.
👉 When used with Perspective, Hotjar helps you see where users drop off or get stuck – perfect for conversion rate optimization. Here is the guide for Hotjar.
Personio
Personio is an HR platform for recruiting, onboarding, and employee management.
👉 Use the integration to send applicant data from recruiting funnels directly to Personio – no manual transfers needed. Here is the guide for Personio.
ActiveCampaign
ActiveCampaign combines email marketing, automations, and CRM.
👉 Funnel leads are automatically added to your ActiveCampaign list, can be tagged, and can trigger pre-built automations (e.g., a welcome series).
Brevo (formerly Sendinblue)
Brevo offers email marketing, SMS, and CRM functionality in one platform.
👉 Use the direct integration to send new leads from Perspective into your Brevo contact lists and trigger email flows or follow-ups. Here is the guide for Brevo.
Recruitee
Recruitee is an applicant tracking system (ATS) for recruitment teams.
👉 Send applicant data from a Perspective funnel directly to Recruitee so your HR team has instant access to complete applications. Here is the guide for Recruitee.
GoHighLevel
GoHighLevel is an all-in-one marketing platform for agencies (CRM, funnels, SMS, email, automation).
👉 Connect Perspective to GoHighLevel to send leads directly into your CRM, trigger automations, or start follow-up messages via SMS or email. Here is the guide for GoHighLevel.
Zapier Integrations
Zapier connects Perspective with over 6,000 tools – without any coding.
👉 Use Zapier to automatically send funnel leads to other tools – ideal when no direct integration is available. You’ll find a full setup guide further down or in this article.These tools are already pre-integrated via Zapier:
Google Sheets
Email by Zapier
Gmail
HubSpot
Slack
Pipedrive
Mailchimp
Trello
ActiveCampaign
KlickTipp
Zapier Basics
Zapier is a no-code automation platform that connects tools with one another. That means you don’t need any programming skills to create powerful automations.
Understanding Zapier’s Logic
An automation in Zapier is called a “Zap.” Every Zap consists of:
a Trigger (e.g., "New Funnel Contact")
and an Action (e.g., "Add to CRM")
Perspective Triggers Available in Zapier:
“New Lead via Funnel” – Triggered when a lead is created via a submission.
“Visitor Completed a Funnel” – Triggered when someone reaches the last page of your funnel.
Understanding the Zapier Interface
The interface might look a bit complex at first, but it becomes easy to use quickly. Here’s a short guide:
Left/Middle: You’ll see your Zap steps – these are the automation steps. You can add unlimited steps by clicking the plus icon.
Right: This is the configuration window. You’ll select apps and define what each step should do.
How to Build a Zapier Automation
After logging into Zapier, you can describe what you want to automate at the top. Zapier’s AI will build a basic Zap for you, which you can use or customize. Alternatively, click "Zap" → "Start from scratch" to build it manually.
Example: Automatically create a new contact in HubSpot CRM when a lead is captured.
Enter a clear sentence using the exact software names (e.g., "Send new Perspective leads to HubSpot"). Click the arrow or press Enter.
Zapier will show you a prebuilt Zap. Click “Try it.”
You’ll see 3 columns:
Left: Overview of what’s set up
Middle: The Zap steps
Right: Settings for each step (e.g., connect your Perspective account)
After connecting your account, click “Continue” and select the funnel that will collect leads. Click “Continue” again.
On the test page, click “Test trigger.” If it fails, either your setup has an error or no leads exist yet. Submit a test entry in your funnel and try again.
You’ll see the last 3 leads. Click one to inspect the data Zapier captures. Then click "Continue with selected record."
In the Action step (e.g., HubSpot), select what should happen (e.g., “Create Contact”), connect your HubSpot account, then click "Continue."
Map your funnel fields to the target fields. Use the plus icon to select the funnel data for each field (e.g., name, email). Once all fields are filled, click “Continue.”
On the next page, click “Test step” to see the transferred data.
Verify in HubSpot (or in your App of choice) that the test contact arrived. If yes, go back to Zapier. If not, troubleshoot.
Once everything works, click “Publish” – only then will the Zap be active and trigger on new leads.
Common Automations (With Instructions)
Send Contact to CRM (e.g., HubSpot, Pipedrive, Salesforce)
Trigger: “New Lead in Perspective”
Action: “Create Contact in [Your CRM]”
Map: Name, Email, Funnel responses, etc.
Store Data in Google Sheets
Trigger: “New Submission in Perspective”
Action: “Create Row in Google Sheets”
Fields: Name, Email, Choice answers, etc.
Slack Notification on New Lead
Trigger: “New Lead in Perspective”
Action: “Send Channel Message in Slack”
Message: e.g., “New funnel lead: [Name], [Email], [Phone]”
WhatsApp Message on New Lead
Trigger: “New Lead in Perspective”
Action: “Send Message”
Message: e.g., “New funnel lead: [Name], [Email], [Phone]”
Building Complex Zaps with Filters, Formatters & Paths
If you need more than simple 1:1 automations, Zapier offers advanced features to help you map out more complex workflows. This allows you to design your Zaps to be smarter and more targeted in how they operate.
1. Filter – Only trigger if certain conditions are met
With a filter, you can specify that a Zap only continues if certain values apply.
Example 1: Only forward leads with a business email
Trigger: New Lead in Perspective
Filter: Email does not contain "@gmail.com" or "@yahoo.com"
Action: Only then create a contact in HubSpot
Example 2: Only process certain responses
If a funnel response says "I already have a community" → Filter lets the Zap continue
Otherwise → Zap stops here
2. Formatter – Automatically adjust or transform data
Zapier offers you formatter steps to transform data before using it further. Here are a few application examples:
Reformat date: e.g., from "2025-05-14" to "May 14, 2025"
Shorten or extract text: e.g., extract just the first name from "Max Mustermann"
Adjust capitalization: e.g., everything in uppercase for a form field
Example: Only save the first name
Formatter → Text → Split Text by Space → First segment = first name
3. Paths – Intelligent branching based on content
Paths allow you to split a Zap into multiple routes – based on a lead’s input.
Example 1: Treat different target groups differently
Trigger: New Lead in Perspective
Path A: If answer = “I’m a beginner” → Send beginner’s guide by email
Path B: If answer = “I’m advanced” → Send pro strategy + upsell offer
Example 2: Different CRMs based on country
Path A: If country = Germany → Send contact to HubSpot
Path B: If country = Switzerland → Send contact to Salesforce
Optional: Combination of all functions
The real power lies in combining Filter + Formatter + Paths + Delays etc.
Example: A lead signs up → Formatter extracts first name → Filter checks: Business email only? → Path: send different content depending on experience level
Troubleshooting: If Your Zap Doesn’t Work
Trigger doesn’t fire
Reason: No new lead since Zap creation.
Solution: Submit a test entry yourself and retry.
No data shown in test
Reason: Wrong funnel selected or no data available.
Solution: Check the selected funnel and add a new lead.
Zapier can’t connect to Perspective
Reason: Connection expired or not correctly set up.
Solution: Go to “My Apps” in Zapier, delete and reconnect Perspective.
Action (e.g., CRM) fails
Reason: Required fields not filled.
Solution: Make sure all mandatory fields are mapped.
Changes not saved
Reason: Zap wasn’t published.
Solution: Always click “Publish” to activate the Zap.
💡 Pro Tip: Always test your Zap with a real sample contact. Zapier logs all failures under "Zap History," where you’ll find specific error messages.
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