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Make.com is a platform that allows users to create and automate workflows and integrate thousands of apps through a visual interface. Using Perspective in combination with Make, you can send contact data collected through your Perspective funnel to any third-party software that Make offers to integrate with..
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You can, for example, send...

To use Make.com, start by creating an account and connecting the apps and services you wish to automate. With your apps connected, you can create 'Scenarios'.

Scenarios consist of 'modules' which are the individual steps in your workflow. These modules can be linked together to form workflows.

The platform features a visual drag-and-drop interface, allowing users to easily design these workflows, even without any coding experience. This intuitive interface simplifies the process of automating tasks across various applications and services.

In Make, the concepts of "triggers" and "actions" are fundamental:

Together, triggers and actions form the basis of automations, allowing scenarios to run automatically when specified conditions are met.

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This trigger activates each time a funnel visitor submits a funnel form containing either an email or phone field. Gain immediate access to all the data collected up to the moment of form submission, ready to be used within Make.

Please note: Any data captured after the form submission won't be included in the trigger data.

This trigger activates every time a visitor reaches a funnel's result page. This integration captures and includes all data collected up to that moment.
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​Please note: Sometimes, a lead might be captured without reaching the result page, such as when a visitor exits the funnel immediately after submitting a form. For the most reliable lead capture, we suggest opting for the "New Lead via Funnel" trigger. This ensures you don't miss out on any potential leads, even if they don't complete the entire funnel journey.

When triggered, this action lets you retrieve all existing data for a specific lead, no matter if that data was captured before or after a lead's form submission. This allows you to access data points you deliberately ask for after the lead form (e.g., to keep conversion rate high).

To transfer a subsequently uploaded CV, for example, you can work with the "Watch for New Leads" trigger in the first step. You can then follow this trigger with a delayed "Get a Lead" action (e.g. delayed by 10 minutes):

To set up the "Get a Lead" action, simply select the lead ID variable of your funnel here:

Setting up Make with Perspective is fast and easy, taking just 1-2 minutes. Once set up, you can start creating workflows and sending data to your favorite tools right away.

1. Sign up for a make.com account. The free version is enough to start with your first funnels. If you already have an account, simply log in. Then click + Create a new scenario.

2. Press the large + sign in the center of the screen and search for Perspective. Pick the Perspective app with the black logo.
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3. Select Watch for New Leads. Note: If you're unsure which trigger to choose, pick any for now. You can change it later after the initial setup with Perspective.
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4. Click Create a webhook.
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5. Click Create a connection.

6. Get your API key from Perspective. Find this key on any funnel's integrations page by clicking on the Make integration tile and then "Copy API Key".
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7. Return to make.com, name your connection, and insert the API key you copied into the API Key field. Click Save.
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8. In the Select a campaign dropdown, select the funnel you want to connect with and click Save.
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Great work! You've now linked your Perspective Funnel with Make and are ready to send data 🎉

9. Next, connect Make to Google Sheets or any other application you want to integrate with. Click on the + icon to add another module.
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10. Search for and select the app that you want to connect with. In our example, we’ll select Google Sheets.

11. Select the type of Action you would like to set up. In our example, we’ll pick Add a Row.
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12. Create the connection to your Google Sheets Accounts and select the Spreadsheet ID and Sheet name, you would like to send funnel data to.
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13. Scroll down and map the fields you would like to include in the Google Sheets row. Click OK when you’re done.
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14. Toggle the Schedule button to On to start this automation.
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Your Make scenario is now fully configured! 🙌 From now on, whenever you get a new lead through your funnel, it will automatically create a new row in Google Sheets.

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Find additional information on the following topics in our Help Center: