An automated workflow using zapier
Connects ClickFunnels + SendGrid
Send SendGrid emails for new contact activities in ClickFunnels
About this workflow template
This automation scenario allows you to connect ClickFunnels and SendGrid
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 SendGrid can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in ClickFunnels
New Contact Activity in ClickFunnels
Triggers when Contact activity record is created.
Then this action happens in SendGrid
Send Email in SendGrid
Send an email to one or more recipients.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send SendGrid emails for new contact activities in ClickFunnels.
Part I
Configure Applications
First, we need to connect ClickFunnels and SendGrid 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 SendGrid to Zapier.
Give Zapier access to your SendGrid account, using SendGrid 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 Contact Activity (Triggers when Contact activity record is created.).
Then set up an Action for SendGrid
Choose this action: Send Email (Send an email to one or more recipients.).
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 SendGrid.
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 SendGrid emails for new contact activities in ClickFunnels!
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Supported triggers and actions
New contact activity
Triggers when Contact activity record is created.
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*Watches for new contacts created in the funnel*
triggerbyintegromatNew failed purchase
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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.
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Send email
Send an email to one or more recipients.
actionbyzapierintegratelyAdd or update a recipient (legacy)
Adds a new recipient or updates an existing one based on the email address. Using Legacy Marketing Campaigns API.
actionbyintegromatAdd recipients to a list (legacy)
Adds existing recipients to a list. Using Legacy Marketing Campaigns API.
actionbyintegromatSend an email
Sends an email.
actionbyintegromatpabbly-connectAdd or update a contact (new)
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actionbyintegromatCustom actions (beta)
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Apps you need
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