Here are five quick-win automations using Make.com and the Perspective app that can streamline your business processes:
- Automated Lead Capture to CRM
- Workflow : When a user fills out a form on your Perspective mobile funnel, their information is automatically added to your CRM of choice, such as HubSpot or ActiveCampaign.
- Benefits : This saves time on manual data entry, ensures immediate follow-up possibilities, and keeps your contact list growing seamlessly.
- Instant Lead Notifications via Slack
- Workflow : Set up a notification system that posts a message in a designated Slack channel whenever a new lead is generated through Perspective.
- Benefits : This keeps your team informed in real time, allows for quick responses, and promotes team collaboration on lead engagement.
- Lead Data Organization with Google Sheets
- Workflow : Every time a new lead is obtained through Perspective, their details are automatically recorded in a Google Sheets spreadsheet.
- Benefits : This creates an easy-to-access and update database of leads, which can be used for tracking, reporting, and analytics.
- Automated Welcome Emails
- Workflow : Configure an automation that sends a personalized welcome email to new Perspective leads using Gmail or Email by Zapier.
- Benefits : This enhances customer experience with immediate engagement, sets the tone for future communications, and can help in nurturing leads down the sales funnel.
- Task Creation for Lead Follow-Up
- Workflow : When a new lead is captured via Perspective, a corresponding task is created in a project management tool like Trello or Asana, assigned to the appropriate team member.
- Benefits : Ensures that no lead is forgotten, helps prioritize work, and maintains organized follow-up schedules.
These automations are not only easy to implement but also highly effective at simplifying repetitive tasks, reducing the chance of human error, and improving overall efficiency. By integrating Perspective with Make.com, you can create a more cohesive, automated workflow that keeps your team focused on what they do best – growing the business and providing excellent service to customers.
