ClickFunnels
Microsoft Outlook
zapier

An automated workflow using zapier

Connects ClickFunnels + Microsoft Outlook

Send Microsoft Outlook email when new contact activity occurs in ClickFunnels

About this workflow template

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.

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

Diagram

Send Microsoft Outlook email when new contact activity occurs in ClickFunnels
Workflow diagram: ClickFunnels + Microsoft Outlook 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 Microsoft Outlook

Microsoft Outlook

Send Email in Microsoft Outlook

Send an email from your Outlook account.

How to set up this workflow

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

Configure Applications

First, we need to connect ClickFunnels and Microsoft Outlook 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 Microsoft Outlook to Zapier.

    Connect Microsoft Outlook to Zapier.

    Give Zapier access to your Microsoft Outlook account, using Microsoft Outlook 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 Microsoft Outlook

    Then set up an Action for Microsoft Outlook

    Choose this action: Send Email (Send an email from your Outlook account.).

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 Microsoft Outlook.

  • 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 Send Microsoft Outlook email when new contact activity occurs in ClickFunnels!

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
  • Microsoft Outlook

    Send email

    Send an email from your Outlook account.

    zapierautomateiointegrately
    actionbyzapierautomateiointegrately
  • Microsoft Outlook

    Create event

    Create an event in the calendar of your choice.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Outlook

    Create contact

    Creates a new contact.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Outlook

    Create draft email

    Creates a draft of an email that can then be reviewed and sent out.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Outlook

    Update contact

    Updates a contact.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Outlook

    Find a contact

    Search for a contact.

    zapier
    actionbyzapier

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