Add new Clickfunnel customers as active Trainerize clients

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

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

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 Successful Purchase (Triggers when a successful Purchase is made in a Funnel.).

• 

  Then set up an Action for Trainerize

  Choose this action: Create Client (Creates a new client.).

• 

  Then set up another Action for Trainerize

  Choose this action: Create / Update Client V2 (Creates a new client or updates an existing one.).

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

• 

  Customize data flow

  Configure the data that is exchanged between ClickFunnels and Trainerize.

• 

  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 Add new Clickfunnel customers as active Trainerize clients!