ClickFunnels
Pipedrive
zapier

An automated workflow using zapier

Connects ClickFunnels + Pipedrive

Create Pipedrive People from new ClickFunnels contact activities

About this workflow template

This automation scenario allows you to connect ClickFunnels and Pipedrive

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.

ClickFunnels and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Create Pipedrive People from new ClickFunnels contact activities
Workflow diagram: ClickFunnels + Pipedrive integration

How it works?

When this trigger fires in ClickFunnels

ClickFunnels

New Contact Activity in ClickFunnels

Triggers when Contact activity record is created.

Then this action happens in Pipedrive

Pipedrive

Create Person in Pipedrive

Creates a new person.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive People from new ClickFunnels contact activities.

Part I

Configure Applications

First, we need to connect ClickFunnels and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect ClickFunnels to Zapier.

    Connect ClickFunnels to Zapier.

    Give Zapier access to your ClickFunnels account, using ClickFunnels credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive 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

    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 Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Person (Creates a new person.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between ClickFunnels and Pipedrive.

  • Test the workflow and turn it on for production use

    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 Create Pipedrive People from new ClickFunnels contact activities!

Supported triggers and actions

  • ClickFunnels

    New contact activity

    Triggers when Contact activity record is created.

    zapier
    triggerbyzapier
  • ClickFunnels

    New successful purchase

    Triggers when a successful Purchase is made in a Funnel.

    zapier
    triggerbyzapier
  • ClickFunnels

    Watch new contacts

    *Watches for new contacts created in the funnel*

    integromat
    triggerbyintegromat
  • ClickFunnels

    New failed purchase

    Triggers when a failed Purchase is made in a Funnel.

    zapier
    triggerbyzapier
  • ClickFunnels

    Contact identified

    Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.

    zapier
    triggerbyzapier
  • ClickFunnels

    Watch new purchases

    Watches for new purchases in your funnels. Please create a new webhook in the corresponding funnel’s settings using the given webhook URL. Please use one event per webhook to avoid duplicated data.

    integromat
    triggerbyintegromat
  • Pipedrive

    Create deal

    Creates a new deal.

    zapierintegratelypabbly-connectiftttalbato
    actionbyzapierintegratelypabbly-connectiftttalbato
  • Pipedrive

    Create person

    Creates a new person.

    zapierpabbly-connectalbato
    actionbyzapierpabbly-connectalbato
  • Pipedrive

    Create activity

    Creates a new activity.

    zapierintegratelypabbly-connectifttt
    actionbyzapierintegratelypabbly-connectifttt
  • Pipedrive

    Create lead

    Creates a new lead.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Pipedrive

    Update deal

    Updates an existing deal.

    zapierautomateiointegratelypabbly-connectpipedreamalbato
    actionbyzapierautomateiointegratelypabbly-connectpipedreamalbato
  • Pipedrive

    Create a person

    Creates a person.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect

Apps you need

ClickFunnels

ClickFunnels

Website Builders

Website marketing funnels builder

ClickFunnels allows building beautiful landing pages and entire sales funnels without code.

Zapier

Zapier

Automation Platforms

No-code automation service

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.