ClickFunnels Classic + Salesmate

Create deals in Salesmate for new contact activities in ClickFunnels Classic

Easily stay ahead of your sales pipeline with this innovative and convenient workflow. Whenever there's a new contact activity in ClickFunnels Classic, this integration creates a brand new deal in Salesmate. Not only does this save valuable time in data entry, it ensures all leads are instantly and accurately tracked in your sales system. Boost your productivity and never miss a potential client with this seamless connection.

When this happens...
New Contact Activity
Triggers when Contact activity record is created.
TriggerInstant
automatically do this!
Create Deal
Creates a new Deal, probably with input from previous steps.
ActionWrite

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Supported triggers and actions

What does this mean?

- Funnel
- Funnel Step
Trigger
Instant
Try It
- Funnel
- Funnel Step
Trigger
Instant
Try It
- TagRequired
- EmailRequired
Action
Write
- EmailRequired
Action
Write
- TagRequired
- EmailRequired
Action
Write

Create Detailed Contact
This action creates a detailed contact which includes name, phone, and address.
Action
Write
- EmailRequired
Action
Search or write

New De-Activated User
Triggers when a user is de-activated.
Trigger
Scheduled
Try It
New Activity Note
Triggers when a new activity note is created.
Trigger
Scheduled
Try It
New Company Note
Triggers when a new company note is created.
Trigger
Scheduled
Try It
New Contact Note
Triggers when a new contact note is created.
Trigger
Scheduled
Try It
New Deal Note
Triggers when a new deal note is created.
Trigger
Scheduled
Try It
- Select ModuleRequired
Trigger
Scheduled
Try It
Update Company
Triggers when a new company update is found.
Trigger
Instant
Try It
Update Deal
Triggers when a new deal update is found.
Trigger
Instant
Try It
- Select ModuleRequired
- Object IdRequired
- Note
Action
Write
Add New User
Created new User, probably with input from previous step.
Action
Write
Create Company
Creates a new Company, probably with input from previous steps.
Action
Write
- Teammates
- Participants
Action
Write
Random User
Select a random user from active user
Action
Write
- Enter the Company IdRequired
Action
Write
- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
Action
Write
Search for Total Rows in Activity
Searches Total Rows in Activities
Action
Search
Search for Total Rows in Contacts
Searches Total Rows in Contacts
Action
Search
- Select ModuleRequired
Action
Search
Search Company
Finds a company based on different fields
Action
Search
Search Deal
Finds a deal based on different fields
Action
Search
Search or Create Activity
Search or create Activity , if activity does not exist.
Action
Search
Search or Create Contact
Search or create Contact , if contact does not exist.
Action
Search
- Select ModuleRequired
Action
Search
- Teammates
- Participants
Action
Search or write
Find or create a contact
x
Action
Search or write
- Select ModuleRequired
Action
Search or write

- Funnel
- Funnel Step
Trigger
Instant
Try It
- ListRequired
- EmailRequired
Action
Write
- FunnelRequired
- Funnel StepRequired
- PageRequired
- EmailRequired
Action
Write
- ListRequired
- EmailRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
Action
Search
New User
Triggers when a new user created.
Trigger
Scheduled
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Select ModuleRequired
Trigger
Instant
Try It
Update Activity
Triggers when a new activity update is found.
Trigger
Instant
Try It
Update Contact
Triggers when a new contact update is found.
Trigger
Instant
Try It
- Select ModuleRequired
Trigger
Instant
Try It
- Module NameRequired
- Object IdRequired
- Note
Action
Write
- Teammates
- Participants
Action
Write
Create Contact
Creates a new Contact, probably with input from previous steps.
Action
Write
- Select ModuleRequired
Action
Write
- Enter the Activity IdRequired
- Teammates
- Participants
Action
Write
- Enter the Contact IdRequired
Action
Write
- Enter the Deal IdRequired
- Teammates
- Participants
Action
Write
- Select ModuleRequired
- Enter the Record IdRequired
Action
Write
Search for Total Rows in Company
Searches Total Rows in Company
Action
Search
Search for Total Rows in Deal
Searches Total Rows in Deal
Action
Search
Search Activity
Finds an activity based on different fields
Action
Search
Search Contact
Finds a contact based on different fields
Action
Search
- Select ModuleRequired
Action
Search
Search or Create Company
Search or create Company, if does not exist. Optionally, create one if none are found.
Action
Search
Search or Create Deal
Search or Create a deal , if deal does not exist.
Action
Search
- NameRequired
Action
Search
Find or Create a Company
x
Action
Search or write
- Teammates
- Participants
Action
Search or write

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.

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Related categories

Marketing Automation

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About Salesmate

Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes & Shapes.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

ClickFunnels Classic + Salesmate

Create deals in Salesmate for new contact activities in ClickFunnels Classic

New Contact Activity

Funnel

Funnel Step

New Successful Purchase

Funnel

Funnel Step

Add Tag to Email

EmailRequired

Create Contact Profile

EmailRequired

Remove Tag From Email

TagRequired

EmailRequired

Create Detailed Contact

Find or Create Contact Profile

EmailRequired

New De-Activated User

New Activity Note

New Company Note

New Contact Note

New Deal Note

New Custom Module Record Note

Select ModuleRequired

Update Company

Update Deal

Add Note for Custom Module

Select ModuleRequired

Object IdRequired

Note

Add New User

Create Company

Create Deal

Teammates

Participants

Random User

Update Company

Enter the Company IdRequired

Update Custom Module Note

Select ModuleRequired

Object IdRequired

Note IdRequired

Note

Update Note

Module NameRequired

Object IdRequired

Note IdRequired

Note

Search for Total Rows in Activity

Search for Total Rows in Contacts

Search for Total Rows of Selected Custom Module

Select ModuleRequired

Search Company

Search Deal

Search or Create Activity

Search or Create Contact

Search or Create Custom Module Record

Select ModuleRequired

Find or Create an Activity

Teammates

Participants

Find or create a contact

Find or Create a Record

Select ModuleRequired

New Failed Purchase

Funnel

Funnel Step

Add Email to List

ListRequired

EmailRequired

Create Contact Optin

FunnelRequired

Funnel StepRequired

PageRequired

EmailRequired

Remove Email From List