This automation scenario allows you to connect WebinarGeek and ClickFunnels
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
WebinarGeek and ClickFunnels can also be integrated using automation tools other than zapier:
When this trigger fires in WebinarGeek
Triggers when someone watches a live, automated or on demand webinar (excludes replays). This works similar to New Viewer Started Watching trigger but triggers after someone stops watching a webinar.
Then this action happens in ClickFunnels
Add a Tag to a Contact Profile by Email.
This guide contains information on how to set up an automatic workflow that allows to Tag ClickFunnel contacts as WebinarGeek webinar viewers.
Part I
First, we need to connect WebinarGeek and ClickFunnels to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect WebinarGeek to Zapier.
Give Zapier access to your WebinarGeek account, using WebinarGeek credentials.
Connect ClickFunnels to Zapier.
Give Zapier access to your ClickFunnels account, using ClickFunnels 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 WebinarGeek
Choose the following trigger: New Viewer (Triggers when someone watches a live, automated or on demand webinar (excludes replays). This works similar to New Viewer Started Watching trigger but triggers after someone stops watching a webinar.).
Then set up an Action for ClickFunnels
Choose this action: Add Tag to Email (Add a Tag to a Contact Profile by Email.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between WebinarGeek and ClickFunnels.
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 Tag ClickFunnel contacts as WebinarGeek webinar viewers!
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.
Registers someone for your webinar.
Subscribe to broadcast
Register someone to all webinars in the webinar series. If one of the webinars in the series has multiple broadcasts, the contact will be subscribed to the first upcoming one.
Triggers when someone subscribers to a webinar.
Triggers when a payment is completed successfully for your webinar.
New replay watched
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