An automated workflow using zapier
Connects ClickFunnels + Twilio
Send Twilio SMS messages for new successful purchases in ClickFunnels
About this workflow template
This automation scenario allows you to connect ClickFunnels and Twilio
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 Twilio can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in ClickFunnels
New Successful Purchase in ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Then this action happens in Twilio
Send SMS in Twilio
Send a SMS to a number or numbers.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Twilio SMS messages for new successful purchases in ClickFunnels.
Part I
Configure Applications
First, we need to connect ClickFunnels and Twilio 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 Twilio to Zapier.
Give Zapier access to your Twilio account, using Twilio 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 Successful Purchase (Triggers when a successful Purchase is made in a Funnel.).
Then set up an Action for Twilio
Choose this action: Send SMS (Send a SMS to a number or numbers.).
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 Twilio.
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 Twilio SMS messages for new successful purchases in ClickFunnels!
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
Send sms
Send a SMS to a number or numbers.
actionbyzapierintegratelypipedreamalbatoMake a phone call
Make a phone call
actionbypipedreamSend mms
Send mms
actionbypipedreamCall phone
Call a number or numbers and say a message.
actionbyzapierintegratelypabbly-connectCreate a message
Sends a message.
actionbyintegromatList calls
Returns a list of calls associated with your account.
actionbyintegromatpipedream
Apps you need
ClickFunnels allows building beautiful landing pages and entire sales funnels without code.
Twilio
A cloud communication platform, which brings voice, telephony, SMS, and messaging functionality to your app
Twilio is a cloud communications API that allows developers to easily integrate SMS, Voice/Telephony capabilities into their software using their existing web languages and skills. With Twilio, companies can make global phone calls and send and receive text messages, strengthening customer relationships.
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.
