ClickFunnels + Timely
Create or update ClickFunnels contacts when new customer triggers occur in Timely
When a customer's details change in Timely, ensure your ClickFunnels contacts are always up to date with this efficient workflow. It diligently listens for modifications in customer information in Timely and promptly updates, or if needed, creates a new Contact in ClickFunnels using the customer's email. Using this process, you won't miss any essential updates or have to fret about missing or outdated information in your ClickFunnels database.
When a customer's details change in Timely, ensure your ClickFunnels contacts are always up to date with this efficient workflow. It diligently listens for modifications in customer information in Timely and promptly updates, or if needed, creates a new Contact in ClickFunnels using the customer's email. Using this process, you won't miss any essential updates or have to fret about missing or outdated information in your ClickFunnels database.
- When this happens...Customer Trigger
Triggers on any new or updated customer.
- automatically do this!Update or Create Contact (By Email Address)
Finds and updates an existing Contact or Creates one by email address. For existing Contacts, it only updates present fields that have non-empty values so you won't empty existing data. Currently, a contact is always created if missing, Zapier's checkbox "Create ClickFunnels Contact if it doesn't exist yet?" is ignored when checked off. If you would like a contact not to be created, you can use an additional "Search Contacts by Email or ID" search step to:
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