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Canopy + ClickFunnels

Update and manage contacts in ClickFunnels when contacts in Canopy are updated

Keep your ClickFunnels contacts current whenever changes occur in your Canopy contact information. This workflow activates when an update to individual contact information is detected in Canopy and instantly mirrors that change in ClickFunnels, maintaining consistency between the two applications. Maintain seamless interaction with your contacts and focus on building relationships instead of manual data entry.

Keep your ClickFunnels contacts current whenever changes occur in your Canopy contact information. This workflow activates when an update to individual contact information is detected in Canopy and instantly mirrors that change in ClickFunnels, maintaining consistency between the two applications. Maintain seamless interaction with your contacts and focus on building relationships instead of manual data entry.

  1. When this happens...
    CanopyCanopy
    TriggerScheduled
  2. automatically do this!
    ClickFunnelsClickFunnels
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Canopy triggers, actions, and search

    New Business Client

    Triggers when a business client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    New Individual Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Business Client

    Creates a business client.

    Action
    Write
  • Canopy triggers, actions, and search

    Update Business Client

    updates a business client.

    Action
    Write
  • Canopy triggers, actions, and search

    Business Client Info Updated

    Triggers when a business client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Individual Client Info Updated

    Triggers when an individual client's info is updated.

    Trigger
    Instant
    Try It
  • Canopy triggers, actions, and search

    Create Individual Client

    Creates a new individual client.

    Action
    Write
  • Canopy triggers, actions, and search

    Update Individual Client

    Updates a new individual client.

    Action
    Write
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About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
Learn more

Related categories

  • Accounting
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About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.

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