An automated workflow using zapier
Connects ClickFunnels + Salesforce
Create Salesforce leads from new ClickFunnels contact activities
About this workflow template
This automation scenario allows you to connect ClickFunnels and Salesforce
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.
Categories
ClickFunnels and Salesforce 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 Salesforce
Create Record in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Salesforce leads from new ClickFunnels contact activities.
Part I
Configure Applications
First, we need to connect ClickFunnels and Salesforce 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 Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce 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 Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
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 Salesforce.
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 Salesforce leads from new ClickFunnels contact activities!
Related Automation Templates
Supported triggers and actions
New contact activity
Triggers when Contact activity record is created.
triggerbyzapierNew successful purchase
Triggers when a successful Purchase is made in a Funnel.
triggerbyzapierWatch new contacts
*Watches for new contacts created in the funnel*
triggerbyintegromatNew failed purchase
Triggers when a failed Purchase is made in a Funnel.
triggerbyzapierContact identified
Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.
triggerbyzapierWatch 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.
triggerbyintegromat
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectalbatoUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
Apps you need
ClickFunnels allows building beautiful landing pages and entire sales funnels without code.
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
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.
