KlickTipp + Perspective

Tag new Perspective leads in KlickTipp as contacts instantly

When a new Lead enters your funnel via the Perspective app, this workflow will efficiently tag that Contact in the KlickTipp app. This process streamlines your lead management by ensuring that each fresh Contact from Perspective gets tagged in KlickTipp promptly. Alleviate manual efforts with this convenient automation and stay updated on your lead's journey throughout your funnel.

When this happens...
New Lead via Funnel
Triggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Tag Contact
Adds one or more tags to a contact
ActionWrite

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Supported triggers and actions

- FunnelRequired
Trigger
Instant
Try It
- FunnelRequired
Action
Write
- NameRequired
- Description
Action
Write
- TagRequired
Action
Write
- Email AddressRequired
Action
Write

- Opt-in ProcessRequired
Action
Write
- TagRequired
Action
Write

List Data Fields
Lists the IDs and names of all data fields
Action
Write
- TagRequired
Action
Write
- Info
- Email Address
- SMS Number
- Opt-in Process
- Tag
Action
Write
- Email AddressRequired
Action
Write
- Identify Contact ByRequired
- New Email Address
- SMS Number
Action
Write

- FunnelRequired
Trigger
Instant
Try It
Watch New Events
Triggers when a webhook event occurs in KlickTipp, such as a tag being added, an email being opened or sent, a link clicked, an SMS sent, and more.
Trigger
Instant
Try It
- Identify Contact ByRequired
Action
Write
- Identify Contact ByRequired
Action
Write
- Data FieldRequired
Action
Write
- Opt-in ProcessRequired
- Email AddressRequired
Action
Write
List Contacts
Lists the IDs of all active contacts
Action
Write
List Opt-In Processes
Lists the IDs and names of all opt-in processes
Action
Write
List Tags
Lists the IDs and names of all tags
Action
Write
- Email AddressRequired
- Tag IDsRequired
Action
Write
- Email AddressRequired
- TagRequired
Action
Write
- TagRequired
- Name
- Description
Action
Write

About KlickTipp

KlickTipp is an email marketing service provider. On our easy to use platform, you can segment your subscribers by tags and send highly relevant emails or even SMS to them. Keep track of your success by analysing real-time data like Conversions, Opens, Clicks and more.

Learn more