Learning Timeline
Key Insights
Tips for Maximum Lead Quality
Use email or phone number verification features within Perspective Funnel before data is sent to the CRM to ensure you receive high-quality 'Double Opt-in' leads.
Important: Republish After Every Update
Every time you change integration or webhook settings in Perspective, you MUST click the 'Republish' button. Otherwise, data will not be sent using your latest configuration.
Cleaner Name Mapping
Sometimes name data from the funnel arrives as a single long string. You can use an AI module or the 'split' function in Make.com to separate 'First Name' and 'Last Name' before sending them to Attio for a more organized CRM.
Step by Step
How to Integrate Perspective Webhooks with Make.com
- Open the Make.com dashboard and click 'Create a new scenario'.
- Select the 'Webhooks' module and choose the 'Custom Webhook' trigger.
- Click 'Add' to generate a new Webhook URL, give it a name, and click 'Save'.
- Copy the displayed Webhook URL.
- Open your Perspective Funnel dashboard.
- Go to the 'Integrations' section and select 'Webhooks'.
- Paste the URL into the Webhook Link field in Perspective.
- Go to the 'Publish' tab in Perspective and click the 'Republish' button to activate the integration.
- Return to Make.com and click 'Listen for new data' to wait for a test lead.
Automatically Sending Lead Data to Attio CRM
- Run a test funnel in Perspective to send data to Make.com.
- Ensure the lead data (name, email, question responses) appears in the Make.com Webhook module.
- Click the plus (+) icon in Make.com to add a new module and search for 'Attio'.
- Select the 'Create or Update a Person' action.
- In the 'Matching' section, select 'Email Address' as the unique reference to prevent duplicate data.
- Map the 'Full Name' data from the Perspective Webhook output to the name field in Attio CRM.
- Map the 'Email Address' to the corresponding email field.
- Click 'OK' and activate the Make.com scenario by toggling 'Scheduling' to ON.
