Log in to your Zapier account and click on "Make a ZAP"
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Choose "New Lead via Funnel" as the so-called trigger event. That means your Zap will be activated every time you receive a new lead in a funnel.
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In the next step, select and connect your Perspective account. If you haven't connected it to Zapier yet, you can do so using your Perspective login details.
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Then, choose the desired funnel for which you want to forward the lead information via email.
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Create a test lead in your funnel. We need this to make sure your test lead will be added to your contact list on Klick-Tipp.
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After that, click on "Test & Continue". This process will automatically import the lead information from your funnel into Zapier.
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Now, proceed to the second part of your ZAP and search for Klick-Tipp.
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Choose "Add Contact" and then click "Continue"
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Choose your Klick-Tipp account and click on "Test"; this field should turn green now. Then click on "Save + Continue".
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Welcome to the Setup Preview. Select the fields that should be pulled with each new lead. This includes the fields from your contact form, and if necessary, the responses from your funnel, if you want to transfer them as well.
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For example, to select an email address: Click on the field and choose the email address from the demo contact.
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Subscription Process: Here, the checkbox of your data privacy form could be displayed.
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At the very bottom, click "Send Test to Klick-Tipp" and then "Finish".
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Give your ZAP a name.
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Activate the ZAP in your dashboard.
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Check your Klick-Tipp account and search for your contact in the "ContactCloud".
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All done! 🏁