Flash Sale!: Get 10% off Waves ’25 tickets for a limited time only. Join automation + AI builders in Munich, October 15-16. Get your tickets now

Make logo
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

finn-logo
bamboo-hr-logo
Spotify logo
bny-logo
bolt-logo
Similar templates for inspiration

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