An automated workflow using zapier
Connects ClickFunnels + Airtable
Capture new ClickFunnels Classic contact activities in Airtable
About this workflow template
This automation scenario allows you to connect ClickFunnels and Airtable
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
ClickFunnels and Airtable can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in ClickFunnels
New Contact Activity in ClickFunnels
Triggers when Contact activity record is created.
Then this action happens in Airtable
Create Record in Airtable
Creates a new record with auto-populating fields.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Capture new ClickFunnels Classic contact activities in Airtable.
Part I
Configure Applications
First, we need to connect ClickFunnels and Airtable to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ClickFunnels to Zapier.
Give Zapier access to your ClickFunnels account, using ClickFunnels credentials.
Connect Airtable to Zapier.
Give Zapier access to your Airtable account, using Airtable credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for ClickFunnels
Choose the following trigger: New Contact Activity (Triggers when Contact activity record is created.).
Then set up an Action for Airtable
Choose this action: Create Record (Creates a new record with auto-populating fields.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ClickFunnels and Airtable.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Capture new ClickFunnels Classic contact activities in Airtable!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
triggerbyzapierautomateiopabbly-connectalbatoNew or updated record
Triggers when a record is created or updated.
triggerbyzapierNew record in view
Triggers when a new new record is created in a specifc view.
triggerbyzapierpabbly-connectWatch records
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
triggerbyintegromatNew record created
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.
triggerbyiftttNew or modified records
New or modified records
triggerbypipedream
Add email to list
Add a Contact Profile Email to a List.
actionbyzapierCreate contact profile
Create or update a Contact Profile for an email.
actionbyzapierAdd tag to email
Add a Tag to a Contact Profile by Email.
actionbyzapierCreate contact optin
Creates a new opt-in for an email.
actionbyzapierRemove email from list
Remove a Contact Profile Email from List.
actionbyzapierRemove tag from email
Remove a Tag from a Contact Profile by Email.
actionbyzapier
Apps you need
ClickFunnels allows building beautiful landing pages and entire sales funnels without code.
Airtable
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
