Get this template

Transfer perspective leads to KlickTipp

Transfer perspective leads to KlickTipp

Get this template
Make template animation background

Apps used in template

About

Share

This scenario listens for new lead submissions in your Perspective Funnels account and automatically creates or updates the corresponding contact in KlickTipp—with the perfect tag to kick off your email‑marketing workflows.

Ideal for coaches, consultants, trainers and digital‑product creators who use high‑converting funnels in Perspective Funnels—and want every new prospect fed straight into KlickTipp without any manual steps.

You can map any fields you collect in Perspective Funnels (First Name, Last Name, Email, Custom Responses) and define tag‑and‑segment rules based on user interactions—e.g. “Opt‑in Page Viewed,” “Webinar Registered,” or “Order Bump Accepted.” That way, each lead is instantly tagged and segmented for personalized follow‑up sequences, so you nurture your prospects from the very first funnel touchpoint with zero extra effort.

Trusted by thousands of fast-scaling organizations around the globe

Logo for FINN
Logo for Bamboo HR
Logo for Spotify
Logo for BNY
Logo for Bolt

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

KlickTipp
Add or Update Contact

Adds a new contact. If a contact with the same email already exists, it will be updated.

Action
KlickTipp
Create Tag

Creates a new manual tag

Search
KlickTipp
Delete Contact

Deletes a contact

Action
KlickTipp
Delete Tag

Deletes a tag

Search
KlickTipp
Get Contact

Returns the complete data of a contact

Action
KlickTipp
Get Data Field

Gets the ID and the name of a data field

Action
KlickTipp
Get Opt-in Process

Returns the complete data of an opt-in process

Action
KlickTipp
Get Tag

Returns the name and description of a tag

Search
Perspective
Get a Lead

Retrieves a lead's funnel data

Action

FAQ

How it works

Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

Trusted by 350,000+ customers

"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."

Head of Operations at Teleclinic portrait

Head of Operations at Teleclinic

"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."

COO at Shop Accelerator Martech portrait

COO at Shop Accelerator Martech

"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

Product Owner at Smaily portrait

Product Owner at Smaily

"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

CTO & Co-founder at FINN portrait

CTO & Co-founder at FINN

"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."

Owner of Media Production portrait

Owner of Media Production