An automated workflow using integromat
Connects ClickFunnels + MeisterTask
Create new Meistertask tasks from new ClickFunnels contacts
About this workflow template
This automation scenario allows you to connect ClickFunnels and MeisterTask
It can be build using Integromat, a no-code workflow automation tool. Integromat 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 MeisterTask can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in ClickFunnels
Watch New Contacts in ClickFunnels
*Watches for new contacts created in the funnel*
Then this action happens in MeisterTask
Create a Task in MeisterTask
Creates a new task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new Meistertask tasks from new ClickFunnels contacts.
Part I
Configure Applications
First, we need to connect ClickFunnels and MeisterTask to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect ClickFunnels to Make.com.
Give Make.com access to your ClickFunnels account, using ClickFunnels credentials.
Connect MeisterTask to Make.com.
Give Make.com access to your MeisterTask account, using MeisterTask credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for ClickFunnels
Choose the following trigger: Watch New Contacts (*Watches for new contacts created in the funnel*).
Then set up an Action for MeisterTask
Choose this action: Create a Task (Creates a new task.).
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 MeisterTask.
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 Create new Meistertask tasks from new ClickFunnels contacts!
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
Create task
Creates a new task.
actionbyzapierintegratelypabbly-connectpipedreamCreate a task
This Action will create a new task in the section you specify.
actionbyiftttintegromatCreate a comment
Creates a comment.
actionbyintegromatCreate attachment
Creates a new attachment.
actionbyzapierpipedreamCreate label
Creates a new label.
actionbyzapierpabbly-connectpipedreamCreate task label
Creates a new task label.
actionbyzapier
Apps you need
ClickFunnels allows building beautiful landing pages and entire sales funnels without code.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
