This automation scenario allows you to connect ClickFunnels and Microsoft Outlook
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 Microsoft Outlook can also be integrated using automation tools other than zapier:
When this trigger fires in ClickFunnels
Triggers when Contact activity record is created.
Then this action happens in Microsoft Outlook
Send an email from your Outlook account.
This guide contains information on how to set up an automatic workflow that allows to Send Microsoft Outlook email when new contact activity occurs in ClickFunnels.
Part I
First, we need to connect ClickFunnels and Microsoft Outlook 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 Microsoft Outlook to Zapier.
Give Zapier access to your Microsoft Outlook account, using Microsoft Outlook 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 Contact Activity (Triggers when Contact activity record is created.).
Then set up an Action for Microsoft Outlook
Choose this action: Send Email (Send an email from your Outlook account.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ClickFunnels and Microsoft Outlook.
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 Send Microsoft Outlook email when new contact activity occurs in ClickFunnels!
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.
Send an email from your Outlook account.
Create an event in the calendar of your choice.
Creates a new contact.
Creates a draft of an email that can then be reviewed and sent out.
Updates a contact.
Search for a contact.
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