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Perspective Make integrationAutomate Perspective with Make.

Every lead your Perspective funnel collects can travel on to the rest of your stack. The Perspective Make integration offers 4 modules: 2 triggers and 2 actions. This guide is for marketers and recruiters who build funnels, and it walks you from connection to a working scenario.

Try the Perspective integration on MakeSee the 4 modules

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What you can automate

What can the Perspective Make integration do for you?

The Perspective Make integration links your Perspective account, where you build mobile funnels, to Make, a no-code tool where you chain apps into a scenario (the automation you build). Make watches your funnels for new leads and completions, then passes each result to the next step without anyone copying data by hand.

A lead that never waits in a tab. Watch for New Leads picks up each new contact from your funnels, so you can add a module from your CRM or your email tool right after it and have the contact land there.

A clear signal when a visitor finishes. Watch for Funnel Completion starts the scenario when someone goes all the way through a funnel. Pair it with Get a Lead to pull that person's details and hand them to a booking or hiring workflow.

Room for what the list does not cover. Make an API Call reaches the rest of the Perspective API with the same connection, which helps once your needs go past the three named modules.

Two limits to know before you start. Perspective has no instant trigger in Make, so both watchers run on the scenario's schedule. The connection also needs a paid Perspective account. If you want a second opinion on the tool itself, read our Make review; if you are weighing another platform, the n8n vs Make comparison lays out the criteria, and Make troubleshooting helps when a run fails.

Connect

How do you connect Perspective to Make?

  1. 01

    Copy your API key in Perspective

    Log in to Perspective and click Integrations in the upper right. Open the Make integration card, click Copy API Key and keep the key somewhere safe, because Make will ask for it in a moment.

  2. 02

    Add a Perspective module in Make

    In your scenario, add any Perspective module and click Create a connection. A connection is your Perspective account linked to Make once, then reused by every Perspective module. The Connection name field is optional.

  3. 03

    Paste the key and save

    Paste the key into the API Key field and click Save. If Perspective asks you to authenticate or confirm access, accept, and the connection appears in the module's list, ready to use.

First scenario

Build your first scenario with Perspective

GoalWhen a visitor completes a Perspective funnel, Make fetches that lead's details so the next module can use them.

  1. 01

    Create the scenario

    Open the Scenarios page in Make, create a new scenario and click the big + to place the first module.

  2. 02

    Pick the trigger

    Search for Perspective, choose Watch for Funnel Completion and select your connection. Once it exists, Make lists what it can read from your account, so you choose instead of typing.

  3. 03

    Add Get a Lead

    Click the + on the right of the trigger and add Get a Lead. Map the data from the trigger into it, so each completed funnel points to the right lead.

  4. 04

    Test with Run once

    Complete your own funnel, then click Run once. Open the bubble above each module to read the bundles it received; a bundle is one item passed along, here one lead.

  5. 05

    Schedule and switch on

    Click the clock on the first module to set the schedule (every 15 minutes by default), add the module of the app that should receive the lead, then switch the scenario on.

Triggers

What can start a Perspective scenario?

2 modules start a scenario when something happens in Perspective. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Perspective as soon as it happens.

Perspective1Watch for Funnel Completion

Watch for Funnel Completion

triggerIn the docs only

This trigger starts your scenario once a visitor has gone all the way through one of your funnels, so the automation reacts to finished journeys instead of every half-filled form.

How it fires
it is a scheduled trigger, so Make checks the app on the scenario's schedule and picks up the completions found since the last check.
When to use it
a candidate finishes your application funnel and you want the next hiring step to begin.
Watch out
Make's documentation gives no description of this module, so read the bundles from a Run once before you map anything.
Perspective2Watch for New Leads

Watch for New Leads

triggerIn the docs only

Pick this trigger when every new contact matters, not only the people who finish. Each lead Perspective records becomes its own bundle, and each bundle can travel through the rest of the scenario.

How it fires
scheduled; Make checks the app on the scenario's schedule rather than at the second a visitor signs up.
When to use it
a lead-generation funnel feeds your sales team and each contact should reach the CRM.
Watch out
each lead processed by each module counts as one operation on your Make plan.
Modules

What can Make do in Perspective?

Perspective gives you 2 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Perspective1

Get a Lead

ActionIn the docs only

Get a Lead brings back one lead from your Perspective account so its details sit in the scenario, ready to be mapped into the app that comes next.

When to use it
right after Watch for Funnel Completion, when you need the person behind the completed funnel.
Watch out
it handles a single lead per run of the module; the documentation lists no fields, so check the output with Run once.
Perspective2

Make an API Call

ActionIn the docs only

Make an API Call lets you reach any endpoint of the Perspective API while reusing the connection you already created, with no second key to paste.

When to use it
the three named modules stop short of what you need and the Perspective API offers the missing piece.
Watch out
you write the request yourself, so this module asks for more technical comfort than the other three.
Need help

Need help automating Perspective with Make?

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FAQ

Perspective and Make: common questions

01Is the Perspective Make integration free?
On the Make side, yes: Perspective is a standard app, available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid Make plans lower the interval to 1 minute and remove the cap on active scenarios. On the Perspective side, the connection requires a paid Perspective account, so the full setup is not free end to end. Make counts usage in operations, one per module per bundle.
02What do you need to connect Perspective to Make?
You need a paid Perspective account and a Make account. In Perspective, open Integrations in the upper right, click the Make integration card and use Copy API Key. In Make, add a Perspective module, click Create a connection, paste the key into the API Key field and click Save. Naming the connection is optional. If Perspective asks you to authenticate and confirm access, accept. The same connection then serves all four Perspective modules, including Make an API Call.
03Do the Perspective triggers in Make fire in real time?
No. Make's documentation lists no instant trigger for Perspective, and judging by their names, Watch for Funnel Completion and Watch for New Leads are scheduled triggers: Make checks Perspective on the scenario's schedule and collects what happened since the previous check. A new scenario runs every 15 minutes by default. On the Free plan, 15 minutes is also the shortest interval allowed, while paid plans can go down to 1 minute. If you need leads to move faster, a paid plan with a shorter schedule is the lever the documentation supports.
04What if a Perspective module you need is missing in Make?
Use Make an API Call. It calls any endpoint of the Perspective API with the connection you already set up, so you are not limited to the two triggers and Get a Lead. The trade-off is that you build the request yourself. The Make documentation for Perspective gives no numeric limit, so there is no documented quota to plan around on the Make side. If Perspective itself does not expose what you need, another app in your scenario has to cover that step.
05Make or n8n for Perspective?
It depends on the tool your team already uses. On Make, Perspective comes with 4 ready modules: two scheduled triggers, Get a Lead and Make an API Call, all behind a single API key connection. The same app often has an n8n node as well, so check whether it exists there before choosing. Compare the modules each side offers for your use case and pick the platform where the rest of your scenario already lives, since the lead has to reach those other apps too.
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