This automation scenario allows you to connect ClickFunnels and Zoho Campaigns
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 Zoho Campaigns can also be integrated using automation tools other than zapier:
When this trigger fires in ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Then this action happens in Zoho Campaigns
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
This guide contains information on how to set up an automatic workflow that allows to Update purchased contacts from ClickFunnel to Zoho Campaigns.
Part I
First, we need to connect ClickFunnels and Zoho Campaigns 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 Zoho Campaigns to Zapier.
Give Zapier access to your Zoho Campaigns account, using Zoho Campaigns credentials.
Part II
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 Zoho Campaigns
Choose this action: Add/Update Contact (Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ClickFunnels and Zoho Campaigns.
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 Update purchased contacts from ClickFunnel to Zoho Campaigns!
Triggers when Contact activity record is created.
Triggers when a successful Purchase is made in a Funnel.
*Watches for new contacts created in the funnel*
Triggers when a failed Purchase is made in a Funnel.
Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.
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.
Adds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
Adds multiple existing contacts to a mailing list by their emails.
Subscribes a new contact or updates an existing contact in a mailing list.
Creates a new campaign in Zoho Campaigns.
Sends a campaign.
Clones an exisiting campaign.
ClickFunnels allows building beautiful landing pages and entire sales funnels without code.
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